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Unity® Index Reporting

As part of the Performance and Analytics platform, Unity Index Reporting is the ultimate solution for streamlining the collection of index data from multiple sources and delivering it to your users on a daily basis. Leveraging Confluence's web service, thousands of leading domestic and international indices can be delivered seamlessly to your fund accounting, performance and fund services teams — giving them the information they need to evaluate the performance of your funds and/or sub-accounts for internal fund management and sales and marketing purposes. Unity Index Reporting is designed to work with Unity® Performance & Analytics, leveraging the power of a central platform database where data is verified once, stored and then reused for multiple purposes.

By using Unity Index Reporting, you save time and money by eliminating the manual processes traditionally involved with licensing and compiling index data from multiple sources and compiling benchmark returns for various time periods and delivering them to fund services, marketing, sales and portfolio management departments.

Key Benefits

  • Reduce time and resources by automatically collecting index level prices to create benchmark total returns and custom blended benchmarks 
  • Instill confidence that your index data and calculations are correct by leveraging one central database where historical data is validated, stored and re-used
  • Increase efficiency by eliminating the manual work necessary to manage thousands of indices through automated receipt nightly directly to your database

As part of the Performance Reporting platform, Unity Index Reporting is the ultimate solution for streamlining the collection of index data from multiple sources and delivering it to your users on a daily basis. Leveraging Confluence's web service, thousands of leading domestic and international indices can be delivered seamlessly to your fund accounting, performance and fund services teams — giving them the information they need to evaluate the performance of your funds and/or sub-accounts for internal fund management and sales and marketing purposes. Unity Index Reporting is designed to work with Unity Performance, leveraging the power of a central platform database where data is verified once, stored and then reused for multiple purposes.

By using Unity Index Reporting, you save time and money by eliminating the manual processes traditionally involved with licensing and compiling index data from multiple sources and compiling benchmark returns for various time periods and delivering them to fund services, marketing, sales, and portfolio management departments.

Unity Index Reporting provides historical and daily values for your selected indices, delivered to your database nightly. Because data passes directly from our database to yours, there are never any files to handle or process manually. Not only will your users have access to thousands of equity, fixed income and REIT indices, they can also create an unlimited number of blended indices using Confluence's custom benchmarks functionality, when used in conjunction with Unity Performance. And, Unity Index Reporting offers quick installation and implementation to meet your specific needs.

Key Benefits

  • Reduce time and resources by automatically collecting index level prices to create benchmark total returns and custom blended benchmarks
  • Instill confidence that your index data and calculations are correct by leveraging one central database where historical data is validated, stored and re-used
  • Increase efficiency by eliminating the manual work necessary to manage thousands of indices through automated receipt nightly directly to your database

How Unity Index Reporting Works

Collect – Using Web services synchronization technology, Confluence seamlessly passes index values daily to your database, so there are never any files to handle or process manually.

Create – Automatically calculates index returns for various time periods including 1-, 5-, 10-year and since inception total returns, ensuring the most accurate performance numbers.

Confirm – Confirm your index data and calculations once and store your historical data in a central database, where you will always know that they are correct.

Deliver – Quickly generate and distribute benchmark performance reports to fund services, marketing, sales and portfolio management.

Unity Index Reporting lets you automatically collect the index level prices to create:

  • Benchmark total returns
  • Blended benchmark total returns

Confluence offers over 75,000 indices from the financial industry's foremost providers, including:

  • Barclays
  • Bank of America Merrill Lynch
  • Bloomberg
  • Citigroup
  • Credit Suisse
  • FTSE
  • JP Morgan
  • MSCI
  • Russell Indexes
  • S&P Dow Jones
  • Wilshire

...and many more

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

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