Tag: Ortec Finance

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?

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.

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.

Affordability and financial resilience were at the heart of discussions during the Ortec Finance Dutch Housing Association Client Day 2025.

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, a leading global provider of risk and return management solutions, has published a new whitepaper addressing the mounting challenges facing institutional investors...

Financial planning has long been a point of contention for UK housing associations, with outdated systems and rigid workflows causing growing frustration.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