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Separately Managed Accounts

The need to demonstrate value as an asset manager and the ability to effectively communicate that value to institutional clients via sophisticated reporting is more important than ever. In addition, with the regulatory focus shifting to systemic risk evaluation, advisors to separately managed accounts are facing new data management, analysis and reporting challenges. As regulators expand their data collection and evaluation to this segment of the asset management market, these challenges will only increase.

Enabling asset managers to meet these challenges, Confluence offers sophisticated solutions for calculating portfolio returns, contribution, attribution, volatility & risk statistics and includes GIPS Composites Reporting.

Learn more about our solutions for 'Separately Managed Accounts:

For more information about Confluence products, call +1 412.802.8632 or contact us.