Stakeholders increasingly demand more insight and transparency in the performance of insurance funds. They expect quick and reliable ex-post risk and return analyses, reports that clearly explain the performance of investments. Accurate analysis of past results not only forms the basis for meaningful reports, but also supports the insurer in future decision making.

A key aspect in performance analysis is to determine the contribution of asset classes, sectors or even individual securities to the risk and return of portfolios. Detailed performance measurement and attribution show which segments consistently add value on a risk-adjusted basis, and which do not. In short, it identifies strengths and weaknesses of the investment process.

The Ortec Finance performance measurement & attribution system PEARL allows asset managers to analyze their portfolios at every desired level. PEARL explains how the various investment portfolios perform compared to their benchmarks, how much risk they have faced and which sources contributed to the returns. Its reporting capabilities are fast, flexible and reliable and thereby help foster better relationships with clients.