Ortec Finance is a globally leading, independent consulting firm that has been advising pension funds and institutional investors worldwide for over 40 years. In Switzerland, we have been serving clients since 2008 with our own office in Pfäffikon SZ.
We offer consulting services for pension funds and institutional investors. In particular, we offer ALM-studies, investment consulting, risk management as well as performance and climate analysis. Ortec is continuously developing its models to improve forecasting accuracy. With our latest Private Assets Liquidity Module, we offer comprehensive insights into portfolio liquidity risks. This enables investors to seamlessly integrate investment risk and return, liquidity risk, and rebalancing risk into their decision-making process. Part of our DNA is the detailed and granular modelling of assets based on our sophisticated and forward-looking scenario approach. Our proprietary financial model, GLASS, methodically represents both sides of a balance sheet in a consistent manner within the same factor model. We also offer GLASS, GLASS Flow, and our performance analysis tool, PEARL, in a licensed form.