Revolution
Calculate multi-asset performance results for large volumes of portfolios against a wide range of benchmarks quickly and efficiently. Gain insights to performance drivers with attribution analysis that accelerates understanding of investment strategies.
Portfolio Analytics & Reporting (PARis)
Uncover the insights that matter with performance measurement and attribution analysis for institutional plan types across asset classes. With straight-through data aggregation, portfolio analysis, reporting and peer benchmarking on a single platform, you gain a new level of efficiency, accuracy and insights.
Style Analytics®
Tap into our best-in-class holdings-based portfolio analytics to gain insight into your portfolio performance and factor exposures. The award-winning Style Skyline® visualizations intuitively unpack the how and why of exposure shifts to inform rebalancing choices and investor communications.
Take the complexity out of managing large volumes of multi-asset portfolios. Enhance equity and fixed income performance calculations and attribution analysis, providing transparency and insights to improve portfolio outcomes and identify return drivers.
100,000
Supporting over 100,000 actively managed portfolios
80%
Of the top 20 investment consultants rely on our institutional plan analytics and reporting solution.
9/10
Of the largest asset managers worldwide are our clients.
The answer to your performance attribution solution needs
Asset Service Providers
Harness the power of extensive data sets to quickly uncover detailed attribution and performance insights.
Asset Managers
Improve portfolio outcomes and diversification. Confluence makes it easy to differentiate your strategy and tell your unique story.
Asset Owners
Maximize returns and minimize risk. Gain the insights you need to validate your investment strategies and proactively manage your asset pools.
Awards
Confluence wins the 2022 “Performance Attribution Product of the Year” Award from Risk.net for Sixth Consecutive Year
Confluence wins the 2022 “Performance Attribution Product of the Year” Award from Risk.net for sixth consecutive year
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Discover the industry standard for equity and fixed-income attribution and investment performance measurement.
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