What key investment decisions influence your performance?

Performance

Performance Attribution

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.

Demo PEARL Webportal
Demo
Performance Attribution

Contact Ortec Finance
Contact us
+31 10 700 50 00
info@ortec-finance.com

Unique ability to quantify the top-down decision-making process

  • Specific attribution models (Equity, Fixed Income, Currency, Alternatives) can be combined with the top-down approach
  • Extensive library of return and risk measures for any period and aggregation layer
  • Integrated benchmark compiler to facilitate composite, blended and custom benchmarks

Automated workflow management

  • Including data validation and reconciliation with full audit trail

Better relationships with clients and other stakeholders

  • Fast, flexible and reliable web reporting capabilities lead to better relationships with clients and other stakeholders
  • Role and stakeholder-based dashboards and reports, including GIPS reporting

Deployment options range from license to hosting/SaaS

  • Fully scalable to handle large data volumes
  • Excellent track record of implementations
Leaflet IP
Leaflet
Performance Attribution

GIPS
Leaflet
GIPS Composites Module

Investment Performance Service
Leaflet
Investment Performance Service

Leaflet IP
Leaflet
Performance Attribution
Investment Decision Process
Leaflet
Investment Decision Process
Multi level attribution
Leaflet
Multi Level Attribution
GIPS
Leaflet
GIPS Composites Module
Investment Performance Service
Leaflet
Investment Performance Service
Demo PEARL Webportal
Demo
Performance Attribution
Ortec Finance Insights
Applied Working Paper
Multi-Period Performance Attribution
Presentation

Decision-based Attribution

Performance Attribution using a decision hierarchy approach
Article
Performance Attribution using a Decision Hierarchy Approach
The Currency Dimension New
Article
The Currency Dimension
Press Releases
Press release
Ortec Finance partners with Vermilion Software
Press Releases
Press release

IPS implementation at USS