Case Study: BPF Confectionery professionalizes asset management with Ortec Finance

BPF confectionery - Customer Case Study

The customer, BPF confectionery, a medium-sized Dutch pension fund, sought to professionalize its asset management and achieve more responsible risk management amidst challenges like low interest rates and evolving regulations. They engaged the vendor, Ortec Finance, to provide a custom Asset Liability Management and Risk Management solution, specifically wanting an independent partner to complement their Asset Management Coordinator.

Ortec Finance implemented a tailored risk management framework designed to fit the fund perfectly, fostering a cooperative relationship built on clear communication and deep mutual understanding. The solution provided a solid basis for decision-making, making the board more risk-aware instead of risk-averse. This empowered them to take responsible risks, improve their processes, and successfully account for their decisions to stakeholders, with the fund achieving a good financial condition and a small indexation for its participants.

BPF confectionery

Leonne Jansen

Employee President