Ortec Finance
Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has over 150 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Our client base operates in the pension, investment management, insurance and private wealth management markets, and is long-standing and global.
We help improve investors’ decision making and decision monitoring. We design, build, and apply solutions for asset-liability management and performance measurement and risk attribution. Our solutions derive from the combination of software models and professional advisory services. Ortec Finance is leading in innovation through strong ties with the academic community.
Solutions
Ortec Finance’s risk management solutions span the complete spectrum from decision making to decision monitoring:
- Asset-liability modelling
- Risk budgeting: identification of key risk factors
- Investment policy: asset allocation, derivatives/matching
- Contributions: service cost, deficit repair, contingent assets
- Liability management: enhanced transfer values, buy-out/buy-in
- Decision based performance and risk attribution
- Data management: fully automated data integration and checking
- Reporting: internet-based performance and risk reports
- Communication, explanation and understanding
The unique combination of model and advisory services is the driver of our success.
History
Ortec was founded in 1981 by PhD students at Erasmus University in Rotterdam. Based on a reputation of creating decision support models for organisations with considerable logistical challenges, the company developed a model for a large pension scheme for managing assets in conjunction with future developments of their liabilities. This was the foundation for the asset-liability advisory business and PALM system renowned for providing transparency and insight to trustees and sponsors. Ortec Finance has been the catalyst of many innovations in pension fund governance.
In close cooperation with a major Dutch pension scheme, Ortec Finance developed the performance and risk attribution system PEARL in 1993. The system is unique in its Investment Decision Process approach to performance evaluation which combines a framework for macro and micro attribution as well as fulfilling the monitoring requirement of governance.
With head offices in Rotterdam close to Erasmus University, Ortec Finance has offices in Amsterdam (2001), in Zurich (2007), and in London (2008).
More information about ORTEC in Resource Planning and Optimization can be found at http://www.ortec.com/