| Deutsch | English | Français | Nederlands |

Financial Planning

At our financial department, we aim at providing our customers with a one-stop-shopping solution. The decision process of most financial institutions can be visualized through a pyramid, of which the top of the pyramid represents the decision of a Strategic Asset Allocation (SAA) with respect to the liabilities.

Investment decision process

ORTEC’s Asset Liability Management (ALM) experts have years of expertise and experience to successfully perform ALM studies. The lower layers of the pyramid represents the expertise known as Asset Management (AM). This layer aims at filling in the strategic policy by decisions on tactical and operational level. Surrounding the pyramid there is a circle representing the evaluation of the decisions taken within the financial institution in all the layers. By Evaluating Performance (PE) of the investment decisions one gains insight in the Investment Decision Process and one is able to analyze problems resulting from decisions made. The organization can decide to adjust the strategy and can enhance and improve the structure of its Investment Decision Process.

Asset Liability Management

ORTEC’s comprehensive Asset Liability product suite provides advanced support to an investment organization

more about Asset Liability Management

Performance Evaluation

All investors need to know how and why they achieved their performance as well as the amount of risk that was taken.

more about Performance Evaluation

Downloads