Unity™ Benchmarks

Industry standard indices serve as yardsticks for fund managers and potential investors to measure a fund or portfolio manager's performance. For fund administrators, collecting daily index figures from multiple sources and calculating benchmark total returns for specific periods of time is tedious and time consuming.

Arrive at The Right Answers with Unity Benchmarks

Unity Benchmarks completely automates the process of collecting index-level values, and calculating and updating benchmark returns.

With Unity Benchmarks, you can create:

  • Benchmark total returns.
  • Blended benchmark total returns.

As a result, you can perform the following activities.

  • Evaluate the performance of your funds and/or sub-accounts
  • Access historical and daily values for the indices
  • Access thousands of equity, fixed income, and REIT indices
  • Create an unlimited number of blended indices

Unity Benchmarks accelerates the creation of benchmarking calculations, which allows you to:

  • Reduce Costs by requiring significantly less staff and reducing your daily index collection and benchmark calculation time from hours to minutes.
  • Eliminate Risk by ensuring that historical index and benchmark performance data are universally correct by verifying data once, storing it in a central repository, and reusing the cleansed data for multiple benchmarking needs.
  • Elevate Service Levels by increasing internal customer satisfaction, based on delivering standard benchmark information faster – and responding to ad hoc requests with ease and speed.
  • Increase Scalability by adding an unlimited number of indices and benchmark performance calculations without the need to increase staff.

Benchmarking for Every Application

Unity Benchmarks integrates seamlessly with common desktop business applications, eliminates manual processes, and provides single-source access to a comprehensive list of index data providers. Unity Benchmarks delivers timely and accurate benchmark performance to fund services, marketing, sales, portfolio management and eCommerce departments.

  • Collect — Using Web services synchronization technology, Confluence seamlessly passes index values daily to your database, so there are never any files to handle or process manually.
  • Create— Automate the calculation of total return index values, ensuring the most accurate performance numbers.
  • Confirm — Confirm your index data and calculations once; and store your historical data in a central database where you will always know that they are correct.
  • Deliver— Quickly generate and distribute benchmark performance reports to fund services, marketing, sales, portfolio management, and eCommerce departments.

The Unity™ Platform by Design

Unity Benchmarks is part of the Unity™ platform, the comprehensive fund administration platform from Confluence. The Unity platform replaces multiple time-consuming, costly, and error-prone manual processes with the ability to achieve mass customization, process consolidation, and complete automation of vital reporting functions through a single source.

Each of the product solutions that comprise the Unity platform is available for installation as part of your company's technology infrastructure, or online for users who prefer a fully-hosted option. A full service bureau is also available for Unity Pricing, Unity Performance and Unity Benchmarks.

 

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For more information about Confluence products, call 412.802.8632 or contact us.