A bold bet on rising rates lifted a small Massachusetts fund near the top of the performance rankings…

Confluence, has won Best Data Newcomer at the 2024 Inside Market Data Awards & Inside Reference Data Awards, hosted by WatersTechnology.

Defined benefit plans of all types posted positive performance in the first quarter of 2024, according to a report issued on May 13 by Investment Metrics, a Confluence company.

Confluence was recognized as a top innovator in the investment management industry for its unique technology advances and trusted software solutions

The strategic partnership will allow Confluence Revolution users to easily utilize improved multi-factor attribution analytics for risk and performance.

Navigating the evolving landscape of Outsourced Chief Investment Officers (OCIOs) within the realm of the Global Investment Performance Standards (GIPS®) is a pertinent concern in the financial sphere.

The new ESG module for Confluence’s Style Analytics solution enables asset managers and fund selectors to analyze, compare, and enhance their portfolios in an increasingly complex investment landscape.

Greg Hotaling, regulatory content manager at Confluence, provides his input on the SEC’s final climate disclosure rule in this FundFire article

The new SEC Private Fund Rule will start to have an impact in 2024. We will see more visibly the convergence of private and public markets that some have predicted.