Tag: performance measurement

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

Attracted by the promise of higher returns compared to public markets, institutional investors and asset owners are steadily increasing their allocations to private assets....

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.

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 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.