Resources featuring Benjamin Olmstead

Mandate winners and market shareholders 3Q 23

Consultants use the Confluence Portfolio Analytics and Reporting (PARis) platform to report results to institutional plans after the quarter. PARis allows consultants to provide comparisons at the plan and mandate/account levels.  They can compare allocations, risk and return to other peer plans at the plan level. For example, a consultant can compare a $475M corporate DB plan to other corporate DB plans between $400M and $600M.  At the mandate/account level, first, the consultant classifies the mandate into class, style, cap, etc.  An actively managed US small cap growth (SCG) equity mandate, for example, could then be compared to peers’ actively managed US SCG equity mandates.  In this example, the SCG mandate market share or actual fees paid could be compared to the Russell 2000 Growth.

Institutional defined benefit plan targeting

The core mission of this multinational asset management company is to provide excellent investment performance to its clients through active decision-making. They select companies with responsible and durable business models, those that are evolving to survive and thrive through the challenges ahead. They are a leading specialist in impact investing for clients who want to maximize positive change.

Challenge

Institutional client lifetime revenue report

Confluence’s first-of-a-kind analysis tool empowers users to explore our extensive dataset, conduct valuable research, and generate reports like this to assist asset managers in evaluating revenue retention, quantifying opportunities, and precisely valuing accounts.