Tag: Ortec Finance
Accolade transforms housing finance with WALS
Dutch housing association Accolade has overhauled its financial planning by adopting Ortec Finance's solution WALS, a platform designed to improve long-term budgeting and risk...
Brightwell expands pension tech with Ortec’s PEARL
Brightwell continues to strengthen its partnership with Ortec Finance as it builds on its evolution from a single-client model to a broader multi-client offering...
UK pension reforms: What LGPS pools must prepare for
The UK’s Local Government Pension Scheme (LGPS) is facing a fundamental shift, driven by sweeping pension reforms that promise to change the way its...
Measuring ESG impact with smarter attribution models
As ESG factors play an increasingly central role in investment strategy, financial institutions are grappling with how to assess their impact effectively.
How Canada’s CRM3 rules are redefining suitability
Canada’s wealth management industry is standing at a critical crossroads as it adapts to evolving regulations and shifting client expectations around investment suitability. The sector faces a key question: will suitability remain a compliance checkbox, or will it evolve into a genuine driver of client value?
OPAL redefines retirement risk with real-time insights
The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.
Why US endowments must rethink illiquid assets
As US colleges and universities brace for financial uncertainty, the resilience of their endowments is under scrutiny. Despite the perception that large endowments offer a financial safety net, rising allocations to private assets and the threat of funding cuts or tax changes are creating potential liquidity challenges for even the most well-capitalised institutions.
Ortec Finance hosts client day on housing challenges
Affordability and financial resilience were at the heart of discussions during the Ortec Finance Dutch Housing Association Client Day 2025.
NGFS short-term climate scenarios reshape risk management
The Network of Central Banks and Supervisors for Greening the Financial System (NGFS) has expanded its suite of climate scenario tools with the release...
Ortec Finance explores trade war stress test methods
Ortec Finance, a leading global provider of risk and return management solutions, has published a new whitepaper addressing the mounting challenges facing institutional investors...
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