Main menu


Search


Contact

NL | EN
Ortec Finance

Insights

Wednesday, August 16, 2017

Human and machine, let’s combine skills!

Most people are prepared to pay extra for the presence of a human pilot in the cockpit of their plane, as a recent study proves. Even if the automatic pilot performs as well as (or better than?) its ‘real life’-colleague. What exactly are the benefits of humans interacting with technology?

Read more
Wednesday, August 16, 2017

Ortec Finance Quarterly Outlook June 2017

Please read our most recent Quarterly Outlook, based on our scenario approach applied to all information available at the end of June 2017.

Read more
Friday, August 11, 2017

Trustees must better harness technology to take full control of funding agenda

Decision-support tools must be fully embedded in the financial management of pension schemes if trustees are to gain a better understanding of advice and take real control of their funding agendas.

Read more
Tuesday, August 8, 2017

Dynamic lifecycle investment

With the upcoming new pension scheme, in which fewer risks will be shared, lifecycle investing will become more prominent in the coming years. The idea of lifecycle investing is that the older you get, the more low-risk investments you make. The most familiar example of lifecycle investing is Bogle’s rule, which recommends that the percentage of your high-risk investment equals 100% minus your age. Thus, a 20-year old invests 80% in shares and someone who retires at the age of 67 only 33%.

Read more
Friday, August 4, 2017

2017 Performance Measurement Technology Survey

The Spaulding Group is conducting an industry research on performance management technology in association with Ortec Finance, Confluence Technologies and Robust Technologies. The goal, with this research collaboration, is to gauge how the industry uses technology today, and discover what improvements are needed. The survey will provide valuable information on new technology and requirements.

Read more
Wednesday, July 19, 2017

The Future of FinTech

Every year, Capgemini publishes a Financial Services Analysis that I read with great interest. This year, they’ve added a World FinTech Report, and between the lines, these reports reveal a lot of fascinating insights. FinTech is definitely on the rise, but banks still have a competitive edge that they can use to stay in the lead. However, they should be cautious. A new generation is coming of age, and the customers of the future appear to be less loyal to traditional banks. That means the current big players could lose their existing advantage.

Read more
Wednesday, July 5, 2017

Ortec Finance organizes innovation workshops

Financial institutions face serious challenges. Regulatory pressure, digitalization and evolving business models lead to a new advisory landscape. Ortec Finance offers a workshop where you learn to separate the signal from the noise and the key developments in the financial world of tomorrow are addressed.

Read more
Tuesday, July 4, 2017

Ortec Finance selected by Local Government Pension Scheme Framework

Ortec Finance today announced it has been selected as a supplier to the Local Government Pension Scheme (LGPS) framework for investment performance evaluation services, following a rigorous tender. Ortec Finance will now be available to support LGPS members with all of their performance measurement requirements and investment decision making.

Read more
Tuesday, July 4, 2017

How to correctly annualize a risk measure

A common task in the performance analysis of an investment portfolio is to convert results into an annual form. Data often comes as a set of monthly returns which must be turned into a set of meaningful yearly statistics. These statistics can be used to compare different investment portfolios over possibly different time periods. It is only fair to the portfolio managers when such statistics are expressed in similar units of time.

Read more
Friday, June 16, 2017

Goal-based financial planning and robo advice in Germany: challenges and opportunities

The future of private wealth management is goal-based financial planning. This offers a more tailored financial advice, where the specific goals of the clients and not the products are at the centre. This offers plenty of opportunities for robo advice.

Read more