Case Study: Brightwell optimizes investment performance reporting with Ortec Finance’s PEARL

Brightwell strengthens pension performance reporting over 10+ years with Ortec Finance

Brightwell, a comprehensive service provider to UK defined benefit pension schemes, faced the challenge of expanding its investment performance and reporting services to multiple clients after transitioning from a single-scheme model. They partnered with Ortec Finance and its performance measurement and attribution solution, PEARL, to build a tailored workflow that could adapt to the unique strategies and reporting needs of different pension schemes.

Ortec Finance implemented a framework using PEARL's configurable fund structures and flexible data setups. This solution enabled Brightwell to efficiently replicate an optimal performance measurement workflow for each client, automate processes, and generate comprehensive analytics. As a result, Brightwell can now deliver unparalleled insights and timely, accurate performance reporting, which has been instrumental in supporting its continued expansion and the successful onboarding of new pension schemes.

Brightwell