Analytics | South Africa

The people behind the analytics

Performance, risk and attribution are not explained by software alone. The people who understand what the numbers are saying play an essential role. In this series, we speak to the Confluence experts who do just that across South Africa, working with the investment firms and service providers we serve.

Five questions. One expert at a time.

We put five questions on performance, risk and attribution in South Africa to members of our local analytics team. Each conversation covers the challenges investment firms and service providers face, where they see analytics break down, and what becomes possible with the right set up?

  1. What is the most common question you are asked in your work with clients?

What are South African asset managers and asset owners focused on right now, and how is that shaping the analytics they need?

What is the most common mistake you see in how firms handle performance or risk, and what would side-stepping that unlock?

What is the biggest change you have seen in how investment firms measure and explain performance and risk, and what do you see coming next?

Describe a client problem you enjoyed solving. What made it interesting?

Meet the team

Five questions, one expert at a time. Each conversation will be published here in full. The five questions and answers in the Confluence expert’s own words.

The technology behind the work

Revolution

An industry leader for over 20 years, Confluence Revolution is trusted by asset managers and service providers around the world, supporting over 100,000 actively managed portfolios.

Firms challenged with inflexible, complex and expensive middle-office infrastructure need a simplified solution for streamlined analytics and reporting workflows.

Revolution Performance delivers comprehensive performance, risk, composites, fixed income attribution and ESG analytics in a single, easy to use platform, adaptable to every firm’s needs.

Our South African experts work with it daily, alongside clients, which is why the answers in this series are grounded in practice.

Learn more

Revolution

A Confluence solution

Seamless integration

High scalability

Tailored, simplified workflows

Proven solution, specialized expertise

Comprehensive multi-asset class coverage

Efficient, flexible reporting and exports

Explore Revolution

Regulatory, analytics and investor communications solutions for the investment management industry.