CFA GIPS Standards

Solutions
- - Performance & Analytics
    Performance, attribution and composites
    Performance & Analytics
    
    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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    Performance Measurement
    
    GIPS Compliance
    
    Attribution
    
    Style Factor Analysis
    
    Manager Research
    
    Reporting
    
    Hosted Portfolio Management
    
    Fund Performance
    
    Institutional Plan Analytics & Reporting
    
    Institutional Plan Data Insights
  - Risk
    Multi-asset risk management and analytics
    Risk
    
    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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    Multi-Asset Risk
    
    Risk Analytics
  - Data Technology & Services
    Integrated data management and processing
    Data Technology & Services
    
    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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    Investment Data Warehouse
    
    Data Transformation
    
    Complex Asset Pricing
    
    Pricing and Valuation Services
    
    ESG Indices and Benchmarks
    
    Custom Reporting Solution
    
    Index Benchmark Services
  - Regulatory
    Regulatory risk, compliance and reporting
    Regulatory
    
    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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    Regulatory Compliance
    
    PRIIPs KID
    
    Fund Reporting
    
    Transaction Reporting
    
    Post-Trade Compliance
    
    Regulatory Reporting
    
    Signal Investment Monitoring
    
    Compliance Management
  - 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
    
    Prospectus
    
    Tailored Shareholder Reporting
    
    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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  - Private Fund Reporting Platform
    Tailored solutions for private funds
    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.
    
    Learn more about our Private Fund Reporting Platform
  - Confluence Rex
    Confluence Rex
    
    Rex automates data reconciliation between TSRs and other financial documents, delivering efficiency, accuracy and, cost savings.
    
    Learn more about Confluence Rex
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In-Person Event

CFA GIPS Standards

November 11 - 12, 2025
Sheraton Grand at Wild Horse Pass, Phoenix, Arizona

Join Confluence at our booth in Sheraton Grand at Wild Horse Pass, Phoenix, Arizona for the CFA GIPS Standards event.

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