Press Release: Confluence named the Winner of the ‘Equity Performance Attribution’ Category at Chartis BuySideRisk50 Awards

Ranked in the top 25 of the BuysideRisk50, the award recognizes Confluence for its analytical, cross-risk platform that delivers operational efficiencies and insights to asset managers.

Pittsburgh, PA, July 10, 2024 - Leading buy-side technology provider Confluence Technologies, Inc. (“Confluence”), has been named winner of the best solutions provider in the ‘Equity Performance Attribution’ category at the 2024 Chartis BuySideRisk50 awards.

Chartis cited Confluence’s ability to address critical analytics needs in the investment management market and its ability to form part of a larger RiskTech architecture as reasons for the selection. The award also highlighted Confluence’s powerful ‘plug-and-play’ modular solutions. Chartis also named Confluence a 'Top 25’ firm in its BuySideRisk50 rankings this year. Confluence has won the Performance Attribution category award the last three years, in 2022 as part of the BuySide50 Ranking, in 2023 as part of the QuantTech50 Ranking, and this year as part of the BuySideRisk50.

Damian Handzy, Managing Director, Confluence Analytics, said

“Performance attribution is one of the most crucial things that the business side of an asset management firm must get right. That’s why the leading asset managers and fund administrators count on Confluence for its proven and robust performance attribution analytics to meet their investment goals. We’re honored to be recognized once again for our market-leading solutions that accurately and efficiently handle performance and risk attribution, delivering better investment decisions, cost efficiencies, and regulatory compliance”

This is the third iteration of the Chartis STORM rankings, which assess four separate rankings and award categories, each featuring 50 vendors. The BuySideRisk 50 category assesses the world’s major buy-side players across the investment management lifecycle. The results reflect the opinions of veteran industry analysts combined with research into market trends, participants, expenditure patterns, and best practices.

Confluence provides essential portfolio performance, attribution, risk, and compliance analysis to over 500 clients in over 20 countries. Its cloud-based platform offers scalable analytics to improve productivity and reduce turnaround time, helping clients manage portfolios, analyze investments, comply with regulations, and achieve operational efficiencies, ultimately empowering them to make better investment decisions.

To learn more about Confluence, please visit

About Confluence

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with ~700 employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit

Confluence Media Contact:

Vanja Lakic
[email protected]
+1 (917) 660-8527