20th Annual PMAR North America Conference

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    Private Fund Reporting Platform
    
    Confluence leverages its success by extending tailored solutions to private funds, addressing evolving regulations like the Private Fund Rule, enhancing compliance effectively.
    
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    From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
    
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    As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements.
    
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    As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.
    
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  - Regulatory
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    Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
    
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  - Investor Communications
    Reporting, disclosures and fact sheets
    Investor Communications
    
    Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
    
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    Financial Reporting
    
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    Fact Sheets
    
    Fund Expense Management
  - ESG Solutions
    ESG Solutions
    
    ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks.
    
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In-Person Event

20th Annual PMAR North America Conference

Dates: May 10 – 11, 2022
Location: Westin Philadelphia, PA

Confluence is proud to sponsor this year’s PMAR North America Conference on May 10-11 at the Westin Philadelphia.

The 20th Annual PMAR North America Conference will feature sessions focusing on various topics ranging from ESG to crypto but viewed from a performance lens.

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20th Annual PMAR North America Conference

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