Case Study: New Zealand Superannuation Fund achieves greater transparency in investment performance reporting with Ortec Finance PEARL

Bringing transparency to the performance of investment decisions

The New Zealand Superannuation Fund, a long-term growth-oriented sovereign wealth fund, sought to enhance the transparency of its investment performance reporting. To address this challenge, the fund partnered with vendor Ortec Finance to implement its PEARL performance attribution system, moving beyond a traditional asset allocation approach.

Ortec Finance’s solution provided full automation of the daily data process and utilized a unique decision-based attribution methodology. This implementation significantly improved the depth and granularity of the fund's reporting, aiding in better investment decisions and offering greater transparency into currency exposures and risk positions for the client.

New Zealand Superannuation Fund