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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?

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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.

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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.

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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%.

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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.

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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.

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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.

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Friday, May 19, 2017

Hears a Who! The case for decision maker based attribution.

Decision Based attribution is getting more and more attention lately. The technique that allows for capturing all decisions that are made in the investment decision process from the high level strategic allocation decisions down to the lowest operational decisions.

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Thursday, May 18, 2017

PMAR North America: 3 Key Takeaways

After an absence of ten years the Spaulding Group PMAR North America returned on 9 and 10 May to Jersey City for its 15th annual installment. The Manhattan skyline served as the backdrop for a very successful two day conference on performance measurement and attribution.

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Saturday, May 6, 2017

Early Risk Monitor or Scenario Analysis in a VUCA World

Last year saw events like Brexit and the election of Trump. Both are obvious examples of the complexity of the current world, and also show how complex and difficult it is to assess. Or, stated differently: we live in a VUCA World ̶ VUCA being the acronym for the Volatility, Uncertainty, Complexity and Ambiguity of today’s environment.

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