Ortec Finance Case

For whom?

This event is open for BSc-3 and (pre-)master students.

Company Information

Ortec Finance is a fast-growing, international company. We are active in very dynamic markets. Markets that often have great social importance as well. In essence we enable our clients to make better investment decisions and, as a result, reach their goals.

Case Description

Making decisions while facing uncertainty is a challenging task. However, this is almost daily reality for financial institutions such as banks, insurance companies and pension funds. They have to decide on how to allocate the available capital to different asset classes. At Ortec Finance we develop models and software which enables boards to make these complex financial decisions. Providing a good estimate of the uncertainty of the different asset classes through stochastic economic scenarios is an important part of this. With the advice of Ortec Finance the board then makes the trade-off between the expected return and risk of the various asset classes.
During this case you will take on the role of a consultant hired by the board of a pension fund to advise on the investment strategy. In order to give a good advice you will learn how the balance sheet of the pension fund works and which consequences the different strategic decisions have for the various stakeholders, including pensioners, employers and employees. Which considerations have to be made in order to achieve a good decision?


19th of November





Erasmus University