Tag: Pension funds
Why 2026’s heatwave is a portfolio risk investors can’t ignore
The summer of 2026 is set to go down as one of the most severe heat events Europe has ever endured. According to new...
Ortec Finance exposes the hidden drivers of fund returns
Asset owners face a growing challenge in explaining what drives their fund performance, according to a new whitepaper from Ortec Finance.
Several shifts are driving...
Why unclaimed dividend tax is costing US investors dearly
US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...
Climate risk exposes limits of capital market models
Ortec Finance has warned that folding climate change into capital market assumptions (CMAs) is not, on its own, enough to capture the true scale...
Ortec Finance: fixing the climate risk gap in portfolios
As climate risk climbs the agenda for pension funds, insurers and asset managers, investors are seeking to embed climate considerations across the entire investment...
California emerged as the main US WealthTech hub in Q2 as...
Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY
California emerged as the main US WealthTech hub...
How Ortec Finance helped PKZH measure ESG impact
Swiss pension fund PKZH, which manages CHF23.9bn in assets on behalf of more than 60,000 members, turned to Ortec Finance to gain a clearer...
Climate risk and CMAs: What investors need to know
A growing number of institutional investors are grappling with how to fold climate change into their capital market assumptions (CMAs), but consensus on the...
Ortec Finance: macro hedging for US pension stability
Ortec Finance reveals how macro hedging can protect US pension funds from interest rate risk. Read the full whitepaper breakdown now.
How asset managers can scale SMAs without drowning
Separately managed accounts (SMAs) have moved well beyond their origins as a niche structure for private wealth. Today, the full spectrum of investors —...










