Research

Ortec Finance experts regularly publish articles and working papers in a wide variety of financial publications. Ortec Finance’s view and solutions are also covered in various newspapers, financial magazines and journals. By doing so, we give our reaction to developments in the dynamic areas we are active in. Apart from that, we keep our clients regularly informed about the developments within our innovative solutions and developments within Ortec Finance itself.

Latest working paper
The risk and return of home ownership

Latest publication
The influence of Solvency II on an insurer's strategic policy

Latest presentation
Risk neutral valuation real estate derivatives

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Press releases & News

Successful Web Portal implementation at SPF Beheer

SPF Beheer, the fiduciary manager of the Dutch Railway Pension Fund and other funds, has been using PEARL for the performance evaluation of their clients already since 2002.

Published on August 03, 2010

Ortec Finance in Cutter Associates study

Last month Ortec Finance participated in a study executed by Cutter Associates.

Published on August 03, 2010

Ortec Finance successfully implements ALM solution for Healthcare of Ontario

Ortec Finance is pleased to announce that it has successfully implemented its Asset Liability solution for Pension Funds (PALM) for the Healthcare of Ontario Pension Plan (HOOPP).

Published on April 26, 2010

Ortec Finance to enhance SEB Wealth Management performance evaluation via PEARL solution

Ortec Finance to enhance SEB Wealth Management performance evaluation via PEARL solution

Published on November 13, 2009

Ortec Finance appoints Johan Conijn as Director

ROTTERDAM, 12 November -- Ortec Finance, a global provider of technology and advisory services for risk and return management, today announced the appointment of Prof. Dr. J.B.S. Conijn (1950) as Director, effective 1 January 2010.

Published on November 12, 2009

EDHEC research suggests that the traditional approach to private wealth management is misguided

The results of a new study by EDHEC-Risk entitled “Asset-Liability Management in Private Wealth Management,” by Noël Amenc, Lionel Martellini, Vincent Milhau and Volker Ziemann, suggest that suitable extensions of portfolio optimisation techniques used by institutional investors can be transposed to private wealth management, precisely because these techniques have been engineered to incorporate in the portfolio construction process an investor's specific context, objectives, and horizon.

Published on October 06, 2009

Seminar ‘ALM – The Future of Private Wealth Management?’

EDHEC Risk Management Center and Ortec Finance organized a seminar on the topic “ALM in Private Wealth Management” on the 17 of June in Geneva and 18 of June in Zurich The purpose of the conference was to present the first year’s results of the academic research on the use of ALM methodology in PWM.

Published on July 03, 2009

Local Government Pension Institution LGPI licenses ALM solution from Ortec Finance

LGPI, the pension institution for local governments in Finland, has signed an agreement with Ortec Finance to license its Asset Liability solution for pension plans, Ortec Finance PALM. The ALM solution enables LGPI to formulate ALM strategies based on Ortec Finance state of the art scenario generation, asset and liability methodologies. The selection was made after a thorough search and evaluation process.

Published on July 02, 2009

Dr. Marc K. Francke appointed professor of Real Estate Valuation at the UvA

Dr. Marc K. Francke has been appointed professor of Real Estate Valuation at the University of Amsterdam's (UvA) Faculty of Economics and Business. Marc founded OrtaX in 2001, a company that specialises in the mass-valuation of real estate for clients such as municipalities and housing corporations.

Published on June 05, 2009

Hospitals of Ontario Pension Plan (HOOPP) licences ALM solution from ORTEC Finance

Hospitals of Ontario Pension Plan (HOOPP) licences ALM solution from ORTEC Finance HOOPP, one of the largest defined benefit pension plans in Canada, has signed an agreement with ORTEC Finance to license and implement their Asset Liability solution for pension plans (PALM). The ALM solution enables HOOPP to conduct risk/return analyses for the entirety of the pension plan. These analyses will support decision making concerning strategic investment policies and other policy instruments taking the dynamics of the pension liabilities explicitly into account. The selection of Ortec PALM was made after a thorough search and evaluation process.

Published on April 08, 2009

Performance analysis of Allianz investments to be calculated with ORTEC Finance’s performance solution.

Performance analysis of Allianz investments to be calculated with Ortec Finance’s performance solution. IDS GmbH – Analysis and Reporting Services (IDS), the analysis and reporting services company of Allianz SE, has signed an agreement to license and implement Ortec Finance’s performance evaluation & attribution system (PEARL). The decision of IDS was made after a thorough selection process. With the implementation of PEARL, IDS will phase out its current performance attribution system and also enhance their analysis and reporting service.

Published on March 12, 2009

ORTEC Finance and Guus Boender nominated for IPE Awards

ORTEC Finance and Guus Boender nominated for IPE Awards ORTEC Finance received two nominations at the recent IPE Awards, organised by Investments & Pensions Europe on November 20th, 2008. ORTEC Finance was nominated for Consultant of the Year, while Guus Boender, Non-executive Director of ORTEC Finance, was nominated for the Outstanding Industry Contribution 2008 Award.

Published on November 24, 2008

ORTEC Finance Switzerland moves to new office

ORTEC Finance Switzerland moves to new office On Friday 3rd of October our Swiss team celebrated the move to new, bigger offices at Rösslimatte 7, 8808 Pfäffikon. The offices are located at the center of Pfäffikon, the Swiss mecca for hedge funds and other alternative asset managers and now, of course, also advisory and modeling expertise for institutional investors and private wealth managers.

Published on October 08, 2008

EDHEC sets up a research chair in Private Asset Liability Management in partnership with ORTEC Finance

EDHEC sets up a research chair in Private Asset Liability Management in partnership with ORTEC Finance The EDHEC Risk and Asset Management Research Centre and ORTEC Finance have announced the creation of a new research chair in Private ALM focused on understanding the application of Asset-Liability Management (ALM) methodology in Private Wealth Management (PWM). The research chair is a three-year research programme piloted by a joint ORTEC/EDHEC committee.

Published on September 24, 2008

Pension Fund PNO Media selects PRISMA

Pension Fund PNO Media selects PRISMA The industry-wide pension fund for the media, PNO Media, has selected PRISMA to monitor the short-term cover ratio risk. For several years now PNO Media has been using the ORTEC Monitor, a service through which ORTEC facilitates a monthly risk report based on the data provided by the client. With the implementation of ORTEC’s PRISMA, PNO Media is now able to independently process these data and draw up reports themselves.

Published on September 22, 2008

Första AP-fonden successfully implements ORTEC’s ALM software

Första AP-fonden successfully implements ORTEC’s ALM software Första AP-fonden (AP1), one of the five buffer funds in Sweden, has successfully implemented the Asset Liability Management Solution for Pension Funds (PALM) from ORTEC Finance. This enables AP1 to conduct comprehensive risk analyses of the Swedish National Pension System and supports AP1 in strategic decision making and formulating effective long-term investment strategies.

Published on June 13, 2008

ORTEC Finance opens office in London

ORTEC Finance opens office in London After their recent expansion in Switzerland, ORTEC Finance has now opened an office in London as well. Our aim is to be strongly involved in the developments at the financial heart of Europe.

Published on June 13, 2008

CheckMijnPensioen.nl awarded communication prize

At the tenth annual pension symposium organised by Pensioen, Bestuur & Management, ORTEC received the award for “excellent communication by a commercial provider in the pension market”. “ORTEC developed an innovative and convenient pension planner, www.CheckMijnPensioen.nl, that not only combines the pension overviews of the participants, but also takes the entire family income into consideration”, according to the report of the jury.

Published on April 24, 2008

CheckMijnPensioen.nl to gain insight into your pension

CheckMijnPensioen.nl to gain insight into your pension This week http://www.checkmijnpensioen.nl/ was successfully introduced online. The free pension planner on this website, created by ORTEC, gives the visitor a clear indication of the family income before and after retirement. It not only shows the pension of the individual, but of the partner as well; and besides displaying the pension with current and previous employers, it also includes projected payments through the Dutch national Old Age Pensions Act (AOW). Go to http://www.checkmijnpensioen.nl/ for insight into your pension!

Published on February 01, 2008

Guus Boender wins NPN Award

Guus Boender wins NPN Award On November 1st, 2007 the third annual NPN Awards were handed out during a festive gala at Grand Hotel Krasnapolsky in Amsterdam. Dozens of pension funds, both big and small, took the time and energy to impress the NPN jury with their best practices this year. Guus Boender, currently on the Supervisory Board of ORTEC International, took home the most prestigious award of the night.

Published on November 02, 2007

John van Markwijk and Jan Karstanje to strengthen ORTEC in 2008

John van Markwijk and Jan Karstanje to strengthen ORTEC in 2008 Starting January 1st 2008, John van Markwijk and Jan Karstanje will join ORTEC Finance. Van Markwijk will be operating as a managing director, while Karstanje takes on the position of senior advisor. With these additions ORTEC Finance aims to connect its professional consultancy and software solutions for ALM and investment policy more directly to the day-to-day practice.

Published on October 29, 2007

ORTEC restructures to accelerate growth

ORTEC restructures to accelerate growth ORTEC, a leading provider of advanced planning and optimization solutions, recently underwent a series of organizational and structural changes aimed at accelerating its growth both geographically as well as in targeted market segments. In the process, a new legal entity has been created – ORTEC Finance – that encompasses all business activities focused on risk-return management for pension funds, insurers, asset managers and housing corporations.

Published on August 08, 2007

Robeco selects ORTEC for performance measurement

Robeco selects ORTEC for performance measurement The Dutch asset manager Robeco has selected ORTEC’s performance measurement and attribution tool PEARL to measure and manage its equity and fixed-income investments, as well as their money market and real estate funds. The first tool to be utilized in Robeco’s new “financial service center” PEARL will help to better answer the needs and demands of the Robeco business lines in their current and future dealings. Robeco will run the system for about 300 portfolios.

Published on August 01, 2007

Continuity Analysis

Continuity Analysis On January 1st of 2007 the new Dutch pension law took effect. As a result, the financial assessment framework (FTK) was activated as well. The FTK discusses, apart from the solvency test, the continuity analysis (CA). Many aspects of the continuity analysis should be familiar by now: the analysis is meant to gain insight in the (financial) development of the fund and the driving power of the policy instruments. The forecast period is 15 years and limitations are set for the utilised (economic) starting points.

Published on July 03, 2007

ORTEC oficial partner of Netspar

ORTEC oficial partner of Netspar As of May 9, ORTEC Finance has become an official partner of Netspar. Netspar is a national network for research and education in the field of pensions, aging and retirement in the Netherlands. It is an independent network composed of academics and practitioners in the field, supported by universities as well as private and public institutions with an interest in Netspar’s research topics. By joining the forces of Netspar and ORTEC, we aim to improve the synergy between science and practice in the important field of extending and sharing knowledge with respect to pensions and insurance.

Published on May 09, 2007