To benefit from PEARL it is not necessary to deal with system implementation and accompanying IT issues. Ortec Finance also provides the system’s most distinctive qualities through the unique Investment Performance Service. This service is ideal for medium to smaller-sized clients who do not have the capacity for an in-house PEARL license. Instead they just supply Ortec Finance with the required investment data via an FTP server, from where it will be processed by the PEARL system.

Through our secure Web Portal the client looks at, draws up and downloads performance and attribution reports independently via the Internet. This renders full and reliable insight in the results of the individual portfolios as well as the total investments of the client at any given moment. Reports provide details up to portfolio level, or even security level if desired.

After selecting Investment Performance Service our experienced consultants will do an ‘intake’, discussing the specific wishes and demands of the client regarding the performance and attribution reports. They will advise clients on suitable measurement and attribution methods. And map the investment decision process (the investment structure and benchmarks), and set up the actual data delivery. Should the investment structure change in the future, our people will quickly process these changes into the system.