Once a pension fund has taken initial decisions on risk allocation and budgeting for the long term, a pension fund must determine a concrete detailed investment plan for the medium term. This plan covers various investment categories.

Ortec Finance helps the board of a pension fund write a mid-term investment plan by interpreting the ALM-results in combination with practical market developments for example with regard to non-quantifiable risks. Ortec Finance helps implement the policy addressing complex issues such as interest-rate hedging derivatives and illiquid investments. Ortec Finance advises pension fund boards and assists in writing an annual investment plan.

Ortec Finance supports organizations in all aspects of the investment process. This varies from ad-hoc advice over a complex issue to a portfolio scan for potential bottlenecks. Ortec Finance delivers independent, professional risk management services.

In order to remain completely independent, Ortec Finance does not participate in the selection of investment managers.