Private ALM
Ortec Finance is a pioneer in making the institutional ALM techniques available for advisors focused on private individuals. Our Client Centric methodology allows an efficient but tailored solution for both the Advice and Monitoring processes.
Private Wealth Managers strive for giving the best possible investment advice to their clients based on the client’s own, personal, financial goals. The decision making support of Private ALM is based on scenario analysis and advanced risk management techniques.
Ortec Finance methodology covers the entire advising process from the first assessment of the client’s needs to the optimized portfolio construction and asset allocation. The focus of Private ALM is to optimize the probability of reaching the client objectives whilst giving insight in risk and return as well as the development of the client’s wealth.
Besides the planning phase, the process of reaching the goals needs to be continuously managed and monitored. This part is covered in the Monitoring phase in which the actual position vs. the initial targets set of total clientele can be included. This is an important dimension required for efficient firm-wide planning: based on Ortec Finance proprietary Monitoring methodology, the entire clientele can be consistently and effectively overseen. This approach ensures compliance with the most stringent of standards set either by the regulatory bodies or the clients themselves.
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