Delta Lloyd implements PEARL solution for performance attribution

Delta Lloyd implements ORTEC’s performance evaluation and risk system PEARL in order to evaluate and measure performance attribution and to automate and improve the process of providing this information to their clients. PEARL allows Delta Lloyd to perform attribution analysis on the entire range of funds and mandates for all asset classes, managed by the company.

A flexible tool Alex Otto, Head of Investments at Delta Lloyd: "We want to automate the whole performance evaluation and client reporting process in order to completely standardize production. To do so, we need a tool that is flexible enough to allow us to both customize production for some of our demanding institutional clients, and ensure a way of controlling data and figures. After evaluating several systems, we found that the solution offered by ORTEC was best in line with our needs. The decision was based on a total assessment of functionality, customizability, ORTEC’s experience in solving similar kinds of problems and on the cost-effectiveness of the solution."

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