News Archive

Traders magazine: SEC’s ESG proposals could push data spending

Matt Calabro, Confluence’s Executive Director – Compliance Services, is featured in a new article from Traders Magazine, offering his thoughts on the SEC’s proposed ESG-focused rules and how they could affect funds’ overall costs.

Mar 10, 20231 min read

Investment week: The importance of effectively integrating ESG

Damian Handzy, Confluence’s Managing Director, Performance, Analytics, and Risk, has published a new piece for Investment Week, focusing on the importance of effectively integrating ESG into firms’ overall strategies and the role technology plays during the integration process.

Mar 09, 20231 min read

Pension and investments: Percentage of female-led actively managed portfolios remained stagnant in 2022, study says

The latest article from Investment Metrics, a Confluence company, on women portfolio managers and their underrepresentation in the industry is the focus of a write up from Pension and Investments, using data from our report to highlight the lack of equity in the portfolio management arena.

Mar 09, 20231 min read

Wealth professional: Active management fees continue to drop after underwhelming 2022

The latest Fee Analyzer Report from Investment Metrics, a Confluence Company, is the focus of a new article from Wealth Professional, which details how post-negotiated fees for active managers decreased in most categories last year, including non-U.S. fixed income, U.S. fixed income, and emerging markets equities – a clear indication that active management fees continue to […]

Mar 09, 20231 min read

Institutional investor: As active funds struggle to outperform, fee declines get worse

The latest Fee Analyzer Report from Investment Metrics, a Confluence Company, is the focus of a new article from Institutional Investor, which provides commentary on the report, details how managers of U.S. large value stocks beat benchmarks by the widest margin in 2022, while U.S. fixed-income managers barely stayed ahead of indexes, and more.

Mar 07, 20231 min read

Defined benefit plans posted worst performance since 2008 crisis last year

The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, is the focus of a new article from Plan Sponsor, which offers insight into defined benefit plans’ poor performance in 2022.

Mar 02, 20231 min read

Chief investment officer: Largest corporate plans hit highest funded status since 2007, despite 2022 investment losses

The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, has been featured in a new article from Chief Investment Officer, which details how large corporate plans increased funded stats despite asset losses.

Mar 02, 20231 min read

Investment Metrics’ new plan universe report derived from the industry’s largest data set provides key insights about the institutional investment landscape

The Plan Universe Allocation and Return Analysis report uses data sourced from over 4,000+ institutional plans to provide key insights to the institutional asset allocator (Investment Consultants, Asset Owners, OCIO’s) market segment.

Mar 01, 20233 min read

Chief Investment Officer: Largest Corporate Plans Hit Highest Funded Status Since 2007, Despite 2022 Investment Losses

The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, has been featured in a new article from Chief Investment Officer, which details how large corporate plans increased funded stats despite asset losses.

Mar 01, 20231 min read