The Dutch asset manager Robeco has selected ORTEC’s performance measurement and attribution tool PEARL to measure and manage its equity and fixed-income investments, as well as their money market and real estate funds. As an important resource in Robeco’s new “financial service center”, PEARL will help to better answer the needs and demands of the Robeco business lines in their current and future dealings. Robeco will run the system for about 300 portfolios.
PEARL has been selected after a thorough investigation of the performance measurement and attribution systems available. Its powerful Investment Decision Process (IDP), as well as easy web-reporting capabilities and flexibility in connecting to different back and front office systems were all important factors in the decision.
The selection of PEARL shows the growing need for an integral solution for total return and attribution by asset managers. Fred Heemskerk, Managing Director at ORTEC, said: “We are delighted to welcome Robeco as a new client. After the selection by Swedbank Robur earlier this year, it confirms that ORTEC understands the needs of asset managers to measure and manage the investment performance for their clients. We look forward to working with Robeco to successfully support the performance management tasks.”