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Ortec Finance

Insights

Thursday, April 5, 2018

Ortec Finance launches Strategic Climate Solutions team

Climate change is increasingly recognised as a key systemic risk that investors need to address as part of their fiduciary duty and broader responsibilities as responsible investors.

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Thursday, April 5, 2018

Ortec Finance announce Deon Dreyer as UK Managing Director

Ortec Finance has announced the appointment of Deon Dreyer as UK Managing Director, taking over from Lucas Vermeulen who moves back to the Netherlands.

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Thursday, March 22, 2018

Ortec Finance in the news because of the development of a financial dashboard proposition

Using the financial planning software of Ortec Finance, Dutch pension provider APG has developed an online program to provide its participants insights into their overall financial position.

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Monday, March 19, 2018

Ortec Finance to present at Retail Banking: Nordics 2018

Join Ortec Finance at Retail Banking: Nordics 2018, March 21st in Stockholm. The event brings together major retail banks, FinTech companies, financial institutions and solution providers for a day of intense discussions, cutting edge research and the latest updates on challenges and developments in the Nordic retail banking sector.

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Monday, March 12, 2018

Retirement planning: challenges for pension providers and retirees alike

Today, pension providers, such as insurers and pension funds, are facing multiple challenges regarding pensions communication.

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Friday, March 9, 2018

Dynamic Asset Allocation within the longterm strategic risk budget is profitable

For long-term investors it is common to design a long-term investment strategy, which aims to generate return to reach their objectives (e.g. long-term benefit payments). However, every investor knows that a lot can happen between now and the long term.

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Thursday, March 8, 2018

Are your investment strategies beating your liabilities?

Recently we conducted a proof of concept with one of our clients to evaluate the added value of incorporating your liabilities in the performance evaluation.

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Monday, March 5, 2018

EIOPA introduces new interest rate methodology

Many European (life) insurance companies will face a significant (negative) impact on their solvency positions as a consequence of the new proposal for the calculation of interest rate risk under the standard formula.

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Monday, March 5, 2018

Capital Generation

Since the implementation of Solvency II there is an ongoing shift in the way in which analysts and other stakeholders look at the financial performance of European insurers. Traditionally, the IFRS accounting framework was the metric of choice in this regard, but stakeholders nowadays are more interested in the development of the solvency ratio and an insurer’s ability for ‘free capital generation’.

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Friday, March 2, 2018

Agile Thinking: Crossover Between Risk-Neutral and Real-World Scenarios

Investment decision-making is a challenge for insurance companies due to changing market developments and regulations. To make these decisions, real-world scenarios are used by insurers to gain insight into the future dynamics of economic variables and to understand the future dynamics of their balance sheet. These decisions are crucial for life insurers because at a future time they need to incorporate the valuation of policyholder contracts that contain guarantees into the computation of the balance sheet.

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