News
In the News: Institutional Investor: Investors Flock to Active Managers
The latest Asset Gainers analysis from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Investor…
In the News: Portfolio Adviser: Is the dominance of growth stocks a case of style over substance?
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-cap stocks are positioned well amid economic uncertainty.
In the News: Institutional Investor: Small-Caps Have Priced in a Potential Recession
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-cap stocks are positioned well amid economic uncertainty.
In the News: PlanSponsor: DB Plans Report High Returns in Q1 2023
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, a Confluence company, is the focus of a new article from PlanSponsor, which details how corporate DB plans rebounded in the first quarter of 2023, despite a lackluster 2022.
In the News: InvestmentNews: SEC steps up intensity of cybersecurity oversight
EJ Yerzak highlights the importance of cybersecurity in the financial industry and the SEC’s efforts to enhance oversight in this area.
In the News: Traders Magazine: Industry Insights: Preparing for the SEC’s Climate Proposals
Greg Hotaling, Confluence’s Regulatory Compliance Manager, offers his insights into the U.N.’s IPCC Assessment Report, produced in March.
In the News: Fund’s Europe
The latest Factor Performance Report from Investment Metrics, a Confluence company, is featured in a new article from FundFire, covering Acera’s recent restructuring of their international equities portfolio.
In the News: FundFire: Acera Sets Timeline for International Equities Revamp, Manager Terminations
The latest Factor Performance Report from Investment Metrics, a Confluence company, is featured in a new article from FundFire, covering Acera’s recent restructuring of their international equities portfolio.
Confluence, Backed by Clearlake Capital and TA Associates, Welcomes Longtime Asset Management Executive Joan Binstock to Board of Directors
Confluence Technologies, Inc. (“Confluence”), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors.