Tag: strategic asset allocation

As the wealth management industry enters 2026, advisory teams are under growing pressure to deliver clearer guidance, faster execution and a more complete view...

Institutional investors are continuing to rethink the foundations of their portfolio management models as markets shift and regulatory expectations intensify. For decades, many pension funds...

Institutional investors are increasingly turning to private assets to diversify portfolios and enhance long-term returns. As allocations to private markets grow, many are re-evaluating...

Ortec Finance has unveiled a new case study in partnership with M&G Investments, demonstrating how its Scenario-Based Machine Learning (SBML) approach can redefine strategic...

The UK’s Local Government Pension Scheme (LGPS) is facing a fundamental shift, driven by sweeping pension reforms that promise to change the way its...

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.

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.