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Thari Diefenbach and Maurits van Joolingen to speak at TSAM Tech Show

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Manage the complexity of investment decision making

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OPAL Platform

With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values...

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by Ortec Finance
| 01/12/2020 12:00:00

Ortec Finance’s Thari Diefenbach and Maurits van Joolingen will host a session on Providing Insights Into Complex Investment Decisions during the Technology Solutions for Asset Managers (TSAM) Tech Show on December 9

TSAM organizes this 3 day Tech Show around several streams. Ortec Finance participates in the Performance and Risk stream. During the session Thari and Maurits will address how asset managers can deal with their clients’ demand for increasingly complex performance and attribution analysis whilst time and resources are limited. They will explain how PEARL enables asset managers to run extensive attribution models combined with great workflow support to quickly show their added value to their clients. The audience will be guided through the three pillars of PEARL; data management, analytics and reporting.

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Full agenda here or register for free here.