Ortec Finance

About Ortec Finance

It is Ortec Finance's purpose to enable people to manage the complexity of investment decisions. We do this through delivering leading technologies and solutions for investment decision making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.

We design, build and deliver high-quality software models for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our clients are market leaders in the field of pensions, sovereign and private wealth, insurance, and asset management. Municipalities and housing associations also form part of our customer base.

Our case

Making decisions while facing uncertainty is a challenging task. However, this is almost daily reality for financial institutions such as banks, insurance companies and pension funds. They have to decide on how to allocate the available capital to different asset classes. At Ortec Finance we develop models and software which enables boards to make these complex financial decisions. Providing a good estimate of the uncertainty of the different asset classes through stochastic economic scenarios is an important part of this. With the advice of Ortec Finance the board then makes the trade-off between the expected return and risk of the various asset classes.

During this case you will take on the role of a consultant hired by the board of a pension fund to advise on the investment strategy. In order to give a good advice you will learn how the balance sheet of the pension fund works and which consequences the different strategic decisions have for the various stakeholders, including pensioners, employers and employees. Which considerations have to be made in order to achieve a good decision?

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