Ortec Finance

Despite the growing availability of climate risk modeling frameworks and data, many institutional investors continue to face significant challenges in translating the insights generated into concrete investment decisions that result in more climate-resilient portfolios. In our latest blog, Koen de Reus, CFA and Maurits Van Joolingen explores four key, interconnected approaches for enabling climate risk insights generated from top-down climate scenarios to more actively inform investment decisions Read the blog here: https://lnkd.in/eFAgA5Jw

𝐀𝐫𝐞 𝐡𝐢𝐠𝐡𝐞𝐫 𝐫𝐚𝐭𝐞𝐬 𝐡𝐞𝐫𝐞 𝐭𝐨 𝐬𝐭𝐚𝐲? Long-term bond yields are at levels we haven’t seen in more than 15 years, while growth has remained more resilient than expected. So, what could this mean for investors? Join us on 𝟐𝟕 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 for our quarterly outlook webinar ‘𝐀 𝐍𝐞𝐰 𝐂𝐨𝐬𝐭 𝐨𝐟 𝐂𝐚𝐩𝐢𝐭𝐚𝐥? 𝐖𝐡𝐚𝐭 𝐇𝐢𝐠𝐡𝐞𝐫 𝐑𝐚𝐭𝐞𝐬 𝐚𝐧𝐝 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐆𝐫𝐨𝐰𝐭𝐡 𝐌𝐞𝐚𝐧 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬’. Gilbert Kruimer will explore the changing cost of capital and what higher rates and resilient growth could mean for portfolios and Tamera Husseini will examine the impact of climate change on sovereign debt resilience. 🕙 10 AM EDT | 16:00 CET or 🕑 2 PM EDT | 20:00 CET Register now to secure your place 👉 https://lnkd.in/edGZpMHY #CapitalCost #InvestmentRisk #ScenarioAnalysis #PortfolioManagement #EnergyPrices #Governmentbondyields #InstitutionalInvesting #ClimateChange

Advice at half the typical cost, available to adviser firms as well as Aviva’s own customers. Good to see Doug Brown setting out Aviva’s plans in FT Adviser, and proud that Ortec Finance is part of it! https://lnkd.in/eRr_vS9c

Join us on October 28 for the fourth webinar in our five-part TPA-focused series. In this session, our subject matter experts will discuss how institutional investors can apply the Total Portfolio Lens (TPL) approach to monitor portfolios using factor exposures, scenarios and portfolio-wide risk measures. This webinar will also zero in on how monitoring can evolve from primarily reporting outcomes towards supporting ongoing investment decisions. Register here 👉 https://lnkd.in/gy8kq4w8

Our Climate Scenarios & Sustainability team were delighted to participate in Principles for Responsible Investment's PRI in Person this week, sharing their perspectives on how asset owners and asset managers could better evaluate physical risks across their portfolio, navigate an uncertain transition policy landscape and embed climate risks into capital market assumptions. This week also provided a special opportunity for MSCI Inc. and our team to share our joint concept for integrating top-down and bottom-up climate models to generate more decision-useful insights with the visiting global investment community. A big thank you to everyone for joining the lively discussion and sharing their valuable feedback on how we can further refine this innovation and make it even more relevant and actionable for investors.

Self-reporting from performance measurement and attribution (P&A) is becoming increasingly adopted by asset owners, driven by the inefficiencies of traditional manual processes, growing concerns around data governance, and the need for a single, consistent view of performance. In our latest blog, Michelle Li, CFA, CIPM explains how this approach addresses the trade-offs found in other traditional approaches and why self-reporting strikes the right balance between control, consistency and efficiency. Read the blog here: https://lnkd.in/eG6cFH6c

𝗧𝗵𝗲 𝗮𝗱𝘃𝗶𝗰𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗯𝗶𝗻𝗮𝗿𝘆.   Between execution-only and holistic advice sits a growing spectrum of targeted support, guidance and simplified advice.    What does that mean for advisers, banks and clients? Read more: https://lnkd.in/ezMCAnEQ

𝐂𝐨𝐮𝐥𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐫𝐚𝐭𝐞𝐬 𝐛𝐞 𝐭𝐡𝐞 𝐧𝐞𝐰 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐩𝐨𝐢𝐧𝐭? Long-term government bond yields in the US, Germany, the UK and Japan are at levels not seen in more than 15 years, while growth has remained surprisingly resilient. With heavy government borrowing, strong AI investment and shifting demand for long-dated bonds, the bigger question is: 𝐡𝐚𝐬 𝐭𝐡𝐞 𝐜𝐨𝐬𝐭 𝐨𝐟 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐜𝐡𝐚𝐧𝐠𝐞𝐝 𝐟𝐨𝐫 𝐠𝐨𝐨𝐝? Gilbert Kruimer will share our Quarterly Scenario outlook, alongside Tamera Husseini who will take a deep dive into how climate change is impacting sovereign debt resilience, in our next live webinar: 𝐀 𝐍𝐞𝐰 𝐂𝐨𝐬𝐭 𝐨𝐟 𝐂𝐚𝐩𝐢𝐭𝐚𝐥? 𝐖𝐡𝐚𝐭 𝐇𝐢𝐠𝐡𝐞𝐫 𝐑𝐚𝐭𝐞𝐬 𝐚𝐧𝐝 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐆𝐫𝐨𝐰𝐭𝐡 𝐌𝐞𝐚𝐧 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 📅 Tuesday 27 October Two sessions available:  🕙 10 AM EDT | 16:00 CET  🕑 2 PM EDT | 20:00 CET Reserve your place today 👉 https://lnkd.in/edwn7ary #CapitalCost #InvestmentRisk #ScenarioAnalysis #PortfolioManagement #EnergyPrices #Governmentbondyields #InstitutionalInvesting #ClimateChange

Gebruiken pensioenfondsen de juiste klimaatscenario's voor strategische besluitvorming? NGFS-scenario's zijn de standaard, maar standaardisatie en vergelijkbaarheid zijn niet altijd voldoende voor strategische portefeuillekeuzes. In hun recente bijdrage aan Financial Investigator onderzoeken Hidde Andringa en Tijmen Janssen wanneer aanvullende klimaatscenario's nodig zijn om financiële materialiteit en portefeuillekwetsbaarheden beter zichtbaar te maken. Lees het volledige artikel hieronder.

𝗝𝗼𝗶𝗻 𝘂𝘀 𝗼𝗻 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟭 𝗳𝗼𝗿 𝘁𝗵𝗲 𝘁𝗵𝗶𝗿𝗱 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗶𝗻 𝗼𝘂𝗿 𝗳𝗶𝘃𝗲-𝗽𝗮𝗿𝘁 𝗧𝗣𝗔-𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝘀𝗲𝗿𝗶𝗲𝘀. In this session, our subject matter experts will discuss how institutional investors can assess whether their investment decisions contributed to overall fund objectives, how to understand where value and risk originated, and how to maintain accountability through a Total Portfolio Lens. Register here 👉 https://lnkd.in/eqk_QeDR