Asset Managers
Provide clearer insight into your investment strategies
There is tremendous pressure on asset managers to provide the best solutions for your clients at a competitive price. The rapidly changing investment industry and client landscape has created increased pressure on fees, driving asset managers to differentiate themselves from the crowd and diversify their offering and investment strategies. Coupled with increased competition and regulation, operational efficiency is the key to unlocking productivity, enhancing service levels and remaining competitive.
To achieve this operational efficiency, technology is the solution to help manage your investment strategies so that you can provide clearer insight for clients and make better informed decisions.
Solutions for Asset Managers
To streamline and enhance your offering, with a focus on making better investment decisions explore our solutions.
Working together to help you do more
We believe in collaboration, which is why we partner with our clients to help them turn their complex data into financial intelligence and deliver products and services designed to optimize efficiency and control.
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Over 1000 clients use our services and solutions
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Servicing clients in 40 countries worldwide
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Trusted by 9 out of the top 10 asset managers
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The top 10 service providers rely on our solutions
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Operating in 15 offices
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900+ employees
Award-Winning Solutions
We are proud to be consistently recognized and acknowledge as an industry leader, by both our clients and industry publications. These awards represent our commitment to delivering innovative solutions to our clients by leveraging our global expertise and award-winning technology, helping them achieve their goals.
Confluence Connect
Stay connected and up to date with our latest thought leadership articles and blogs from experts within Confluence and other organizations specializing in research and trends affecting the asset management industry.
Q2 2023 Factor Performance Analysis video
Our latest Q2 factor performance analysis highlights a strong quarter for global public equities. The global economy faced significant challenges entering 2023, yet economic activity proved to be m...
May 2023 Factor Performance Analysis
The latest May factor performance data highlights Value is out and Growth is in, as AI-impacted stocks drive factor rotation.
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Active Managers see 18% increase in inflows from Institutional Investors in Q1 2023
Asset flows increased by 18% (to $51 billion) from Q1 2022 to Q1 2023, based on active manager strategy asset data from Investment Metrics, a Confluence company’s Global Database.
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Q1 2023 Fee Analyzer
Comparing concentrated portfolios to diversified portfolios uncovers a large differential in post-negotiated fees.
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Q1 2023 Plan Universe Allocation & Return Analysis
Lingering inflation and ongoing talks over the debt limit are still in play, which may impact defined benefit plans, endowments & foundations, and high net worth plans.
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April 2023 Factor Performance Analysis
The April factor performance data is in and Quality, Yield and Dividend Growth stocks outperformed.
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Q1 Preliminary Plan Universe Performance
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023.
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March 2023 Factor Performance Analysis
Our latest report examines factor performance data from Style Analytics, a part of Confluence.
...Investment Metrics Institutional Net Flows Report Insights
Investment Metrics, a Confluence company, reviewed the 2022 institutional net flows report to highlight some important developments.
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February 2023 Factor Performance Analysis
A year after the Federal Reserve officially began raising rates at record pace, inflation still persists worldwide. While we saw a strong January, equities slid last month as the Fed announced rate...
Female Portfolio Managers Underrepresentation Continues at Asset Managers Even Though Some Drew Significant Inflows During Tough 2022
In Investment Metrics’ June 2021 research we assessed if there has been any movement in the representation of female portfolio managers at asset management firms. Unfortunately, the short answer...
Q4 2022 Fee Analyzer Report
While active managers underperformed in 2022’s down market, some managers did yield positive returns over the past three years.
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