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Sfeer Pensions

The key to good pension risk management

Pension Funds

As an independent specialist, Ortec Finance provides consultancy services and software to help pension funds manage the complexity of investment decisions. For pension funds, Ortec Finance designs, builds, and applies solutions for (dynamic) asset liability management, ex-ante and ex-post risk management, and performance measurement and risk attribution. We do this for all kinds of pension plans, such as Defined Benefit, Defined Contribution (DC) and hybrid plans.

The income provision at retirement is undergoing structural changes in many developed countries due to financial, economic and demographic developments. Pension funds have to use an appropriate (investment) strategy to find the right balance between interests of various stakeholders. This is central to a good strategic risk management. After formulating and implementing the strategy, pension funds should monitor the actual investment portfolio and ensure it remains in line with the strategic objectives and risk appetite. In addition, a high-quality ex-post performance analysis can help make the right ex-ante decisions. This is laid out in the Ortec Finance Strategic Risk Management framework. 

Thorough, effective, and independent

Ortec Finance combines state-of-the-art technologies, the latest academic developments and practical experience to help pension funds face all these challenges. A long-lasting collaboration with the academic community guarantees that our methodology is well founded in scientific research, while extensive investments in understanding the needs of our clients further ensure a smooth and practical application of our advanced decision-support software. We value our independence, which ensures we can provide the best level of support to our clients. Hence we refrain from any activities that could cause conflicts of interest (e.g. manager selection).

Ortec Finance Strategic Risk Management framework.

Structural financial, economic and demographic developments force pension funds to have a framework for continuous and consistent investment and risk management.
Ortec Finance designs, builds, and applies solutions for (dynamic) asset liability management, ex-ante and ex-post risk management, and performance measurement and risk attribution.