Composites & GIPS®

Instill investor confidence with Confluence composites solution offerings

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Revolution Composites

Leverage automated composite definitions and customized reporting to support compliance with evolving GIPS standards and the SEC Marketing Rule. Apply automation to imports, calculations and composite membership, while keeping full control.

Portfolio Analytics & Reporting (PARis)

Facilitate institutional investment analysis and reporting across all plan types and asset classes to gain efficient, accurate insights. Access best-of-breed performance, attribution and peer benchmarking — all in one platform.

Support compliance with current and future global investment performance standards (GIPS). Rely on Confluence’s Revolution Composites for GIPS composite analysis and Portfolio Analytics and Reporting (PARis) to deliver industry-leading portfolio analytics and liability reporting with single-platform simplicity.

Automate data aggregation

Easily aggregate data from custodians, record keepers, market indices, manager strategies and more.

Customize reporting

Gain insights at the total plan, manager and portfolio level using 200+ analytic templates.

Support compliance

Simplify compliance with the SEC Marketing Rule and achieve and maintain GIPS compliance.

Get comprehensive performance calculations

For GIPS and GIPS standards to assist with compliance

Asset Service Providers

Apply automation to imports, calculations and composite membership, while keeping full control.

Asset Managers

Automate manual processes to accelerate insight and increase accuracy so you can focus on analysis and strategic decision-making.

Asset Owners

Enable a more comprehensive and balanced view of pension plans while significantly improving institutional plan analysis and reducing manual work and errors.

Investment Consultants

Better service your clients with data aggregation efficiencies, robust analytics, and flexible reporting capabilities to support different institutional client types on a single platform.

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See why Confluence leads in support for GIPS standards compliance and portfolio analytics

Schedule a demo today to see how Confluence can help you achieve greater operational cohesion while increasing your company’s credibility.