Case Study: PKZH assesses ESG exclusion policy impact on fund performance with Ortec Finance PEARL

PKZH assesses ESG exclusion impact on 23.9 billion CHF AUM with Ortec Finance

PKZH, a Swiss pension fund with over 60,000 members and 23.9 billion CHF in assets, needed to understand the financial performance impact of its ESG exclusion policy. To meet this challenge, they worked with Ortec Finance using its PEARL performance measurement and attribution solution.

Ortec Finance implemented a solution using PEARL’s flexible benchmark framework to create a new structure that applied PKZH’s ESG exclusions at every level of its investment process. This allowed the vendor to provide detailed reports that clearly isolated the policy's impact, quantifying its effect on financial performance and enhancing transparency for the client.

PKZH (Swiss Pension Fund)