Tag: PEARL

Nearly 30 years since its creation, the Investment Decision Process (IDP) model remains a cornerstone tool for asset owners seeking to understand how individual...

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.

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...

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.

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.

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