Confluence’s ESG solution sees accelerated client growth in 2022 following integration of capabilities from recent acquisitions

Pittsburgh, PA, August 2, 2022 – Confluence Technologies, Inc. “Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment insight and regulatory challenges, announced today that its ESG solution is seeing significant industry adoption following the integration of capabilities through the successful acquisitions of Investment Metrics and Compliance Solutions Strategies (CSS). In the first half of 2022, the end-to-end, multi-source, multi-asset class ESG solution has seen client adoptions double compared to the full year of 2021. New clients include leading asset managers, fund administrators, and management companies looking to meet global Environmental, Social & Governance (ESG) regulatory deadlines and achieve greater ESG portfolio insights to grow and retain assets.

Confluence’s ESG solution brings together multiple sources of ESG data and ratings, giving clients integrated access and enabling streamlined performance and risk analysis, in addition to regulatory reporting. With consistent data throughout the front, middle and back offices, the solution helps clients meet ever-increasing regulatory and reporting requirements around sustainable investments and gain greater insights into portfolio performance and risk to make better investment decisions.

Whether it is SFDR, PRIIPs, AIFMD or MiFID II, asset managers and owners need a holistic approach to meet regulatory and disclosure requirements while driving down silo data costs. They also need a consistent and streamlined analytics approach to gain investment insights across multiple asset classes, funds and the funds of funds. This is why our clients come to us for our proven front-to-back office solution and our team of experts who monitor and provide guidance on ESG disclosure requirements and changes.

Chris Riggio, Chief Revenue Officer, Confluence.

Confluence’s ESG solution delivers multi-source ESG data and ratings, ESG portfolio analysis for sales and distribution, multi-asset class ESG performance and risk analytics, and ESG risk, client and regulatory reporting (including SFDR pre-contractual, periodic & Article 10 web summary disclosures along with the European ESG Template (EET), helping our clients gain significant productivity and cost efficiencies.