Tag: Ortec Finance

Financial planning has long been a point of contention for UK housing associations, with outdated systems and rigid workflows causing growing frustration.

As more asset owners adopt centralised currency overlay programmes to manage growing foreign exchange exposures, the need for a robust framework to measure the added value of these decisions has become critical. Such frameworks help evaluate the contribution of currency strategies to overall fund performance—an essential step as currency volatility increasingly impacts portfolio returns.

A new study examining the world’s largest pension systems is challenging traditional asset allocation thinking by applying a Total Portfolio Approach (TPA) through a factor lens.

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

Ortec Finance has released its 2025 Climate Scenarios, a comprehensive tool designed to help financial institutions assess and manage their exposure to climate-related risks....

As global portfolios become more geographically diversified, asset owners are placing greater emphasis on managing currency risk.

As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.

As April 2025 unfolded, institutional investors were confronted with a stark reminder of how deeply geopolitical instability can disrupt financial markets. The first ten...

Ortec Finance, a leader in personal financial planning technology, has announced the appointment of Mark Glover as Managing Director – Head of UK Wealth...

bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.