Tag: Ortec Finance

Total Portfolio Approach reshapes investor strategy

Institutional investors are continuing to rethink the foundations of their portfolio management models as markets shift and regulatory expectations intensify. For decades, many pension funds...

Rethinking private asset modelling for long-term gains

Institutional investors are increasingly turning to private assets to diversify portfolios and enhance long-term returns. As allocations to private markets grow, many are re-evaluating...

Why EU life insurers need advanced ALM models

Life insurers across Europe are navigating one of the most volatile and complex investment environments in decades. With inflation pressures persisting, market cycles shifting, and...

How climate change is reshaping pensions in 2025

The global pension industry is entering a new era of risk assessment as climate change continues to redefine the financial landscape. Building on last year’s...

Climate inaction threatens Australia’s pensions

Australia’s superannuation industry faces mounting financial risks as political hesitation over climate policy threatens to derail the country’s transition to a low-carbon economy. According...

Measuring success in private asset investments

Attracted by the promise of higher returns compared to public markets, institutional investors and asset owners are steadily increasing their allocations to private assets....

Building climate resilience in private asset investing

Institutional investors are increasingly turning their attention towards private assets, attracted by the promise of higher expected returns and stable long-term income streams. Ortec Finance...

Ortec Finance and M&G pioneer 3D portfolio optimisation

Ortec Finance has unveiled a new case study in partnership with M&G Investments, demonstrating how its Scenario-Based Machine Learning (SBML) approach can redefine strategic...

Decision-based attribution: enhancing multi-asset strategies

This year marks 25 years since the creation of Ortec Finance’s decision-based attribution model, a framework that has become a cornerstone for asset owners managing multi-asset portfolios.

Ortec Finance bolsters UK growth with senior hire

Ortec Finance is strengthening its ambition to expand in the UK wealth management and financial planning market with the appointment of John O’Driscoll as managing director of OPAL Financial & Wealth Planning.

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