Ortec Finance PEARL
Master the complexity of investment decision making.
Overview
PEARL by Ortec Finance is a comprehensive performance measurement and attribution solution that helps asset owners, asset managers, and fiduciary managers gain deep insights through various attribution models. It supports decision, currency, multi-asset, equity, fixed income, and factor attribution models.
✨ Key Features
- Decision-based attribution
- Currency overlay attribution
- Multi-asset class attribution
- Equity and fixed income attribution models
- Factor attribution models
- GIPS composites management
- Ex-post risk analysis
🎯 Key Differentiators
- Proprietary decision-based attribution model
- Strong focus on currency overlay attribution
- Available as licensed software or a fully outsourced service
Unique Value: Provides deep insights into the value added by each investment decision through its proprietary decision-based attribution model.
🎯 Use Cases (4)
✅ Best For
- Analyzing complex investment strategies, including multi-asset portfolios and overlays.
- Building a comprehensive performance book of records.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- NA
🏆 Alternatives
Offers a more specialized focus on decision-based and currency overlay attribution, with flexible deployment options.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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