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Performance & Analytics Resource Center

Confluence, the leader in mutual fund performance reporting, offers a comprehensive mutual fund and portfolio performance, attribution and risk solution that enables investment managers to enhance their performance measurement offering and create a single source for performance and analytics reporting across their organization.

Unity Performance & Analytics empowers performance measurement teams to create an information-driven client model where the client is always at the heart of any decision. Unity Performance & Analytics delivers accurate, consistent, transparent, relevant and timely results to support and accelerate the investment decision- making process and enables firms to proactively meet clients' changing needs.

Performance & Analytics Resources

Unity® Performance & Analytics Brochure

Unity® Price Distribution

Unity® Index Reporting


The Decommission of POINT

Best Practices to Achieve an Efficient Fixed-Income Attribution Model


Multiple Returns: Making Sense of the Differences Read More

The Performance Measurement Trifecta: Team, System and Operating Model Read More

Is There a Trade-Off Between Customization and Scalability in Performance Production? Read More

Shifting Powers – Client Centricity, the New Must-Have for Asset Managers Read More