With Ortec Finance Monitor, pension plans are able to inform the boards frequently on the expected funded ratio development, the consequences for premium- and indexation policies, and the associated risks.

This report gives insight into:

• Historic development and current status of assets and liabilities
• Required surplus (split by the various risk factors) based on the fund’s own assumptions and on the standard European Central Bank (ECB) Solvency tests
• Probability the surplus will remain within the pre-defined risk-limits
• Influence policy alternatives will have on the risk profile
• Performance evaluation at portfolio level

Since the reports take an integral approach to assets and liabilities, the Ortec Finance Monitor is highly suitable to adopt as an internal model.