Sweden’s AP7 has selected Ortec Finance’s PEARL platform to measure and analyse investment performance across its global equity and fixed income portfolios.
AP7, Sjunde AP-fonden (the Seventh AP Fund), manages Sweden’s premium pension savings and is the provider of the AP7 Såfa fund portfolio.
PEARL will also enable AP7 to perform advanced investment decision and currency attribution, providing deeper insight into how investment decisions, currency exposures and hedging strategies contribute to overall fund performance.
Jonathan Diamant, senior risk and performance analyst at AP7, said: “With PEARL, we see an opportunity to further develop our performance analysis capabilities. For AP7, this is not only about measuring returns, but about creating a clearer link between investment decisions, portfolio construction and realised outcomes.”
He said: “The platform’s flexibility will give us better tools to understand performance drivers across strategies, currencies and benchmarks, and make those insights accessible across the organization. We look forward to working with Ortec Finance to build this capability over the coming years.”
Elske van de Burgt, Ortec Finance’s managing director, investment performance, said the firm was selected by AP7 following an extensive procurement process.
“During the evaluation, we demonstrated how PEARL’s automated workflows, intuitive reporting interface and flexible performance framework can provide the comprehensive, transparent analytics needed to support sophisticated performance measurement, attribution and more informed investment decision-making,” she noted.
“We also look forward to partnering closely with the AP7 team, providing dedicated support to ensure they maximise the value of PEARL and achieve their performance analysis objectives,” she added.
