Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 200 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Our long-standing and global client base comprises leaders in the pensions, sovereign wealth, insurance, asset management and private wealth management markets.
Our focus is firmly on providing support for investment decision-making for institutional and private investors. We design, build, and apply solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our solutions derive from the combination of software models and professional advisory services. Ortec Finance is leading in innovation through strong ties with academic communities, regulators and practitioners.
Ortec Finance is an independent company. Our more than 350 clients worldwide manage assets in excess of $2 trillion (AuM).
Brief company history
1981 ORTEC established
1985 Asset-Liability Scenario system developed for large Dutch corporate pension fund
1993 Performance Attribution system developed
2004 Ortec Finance established
, part of ORTEC International
2007 Ortec Finance Switzerland established
2008 Ortec Finance UK established
2008 Ortec Finance established as an independent company
2013 Ortec Finance awarded Entrepreneurs Prize Rotterdam 2012
2014 Ortec Finance Investment Consulting established, licensed by the Dutch Financial Markets Authority (AFM)