News
Confluence and FundGuard partner to streamline fund reporting
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience.
In the News: The Banker: The Silicon Valley Bank collapse and Credit Suisse’s last minute lifeline
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from The Banker.
In the News: 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…
In the News: 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.
In the News: 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…
In the News: 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…
In the News: 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.
In the News: 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.
In the News: 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.