Investment decisions are continuously reviewed to quantify how much value they add. Whether it concerns over- or underweighting in a specific country by the global equity manager, the focus on certain stocks by stock pickers, the high yield pushed for by the fixed income manager, or the dynamic reallocation strategy of an institutional fund – all these decisions are made with the intention to add value. They must be quantified, understood and communicated in order to improve future decision making and deliver business and asset growth.
Ortec Finance has been providing performance attribution and risk solutions for over two decades to its leading global clients. Our solutions evaluate the impact of all investment decisions whether positive or negative, complex or simple. By providing access to a full range of standard attribution models our clients can bring clarity to the investment process. Since standard models cannot capture all decisions, Ortec Finance has developed a superior model that identifies the impact of the top-down investment decision-making process.
Our solutions help the institutional investor understand strategic allocation decisions, tactical changes and hedging strategies, and their implementation. Given the continued growth in multi-asset and asset allocation funds, asset and fiduciary managers require an analytical understanding of the entire decision process. Robust yet scalable technology enables us to deliver to all stakeholders, from the largest global asset manager to the smallest pension fund. In distributing analytics we offer flexibility from web-based interactive reports to large-scale client reporting.