Investment Metrics, a Confluence company, the leading global provider of investment analytics, reporting, data, and research solutions, today released Q4 insights based on its flagship Plan Universe dataset known as Plan Universe Allocation and Return Analysis. The new report provides a snapshot for the institutional asset allocator market segment using data that can benchmark plan performance and asset allocation bets across peers.

Asset managers are forging ahead with plans to promote environmental, social and governance strategies to advisors, though some industry consultants warn that demand for ESG is cooling in some advisor channels.

In October last year the UK’s Financial Conduct Authority (FCA) proposed a package of measures aimed at clamping down on greenwashing, initially targeted at the retail investor market.

Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from Money Marketing…

Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times.

Newton’s Third Law of Motion states that for every action there is an equal and opposite reaction. Investing in investments that have sustainability criteria has accelerated in the past decade – there’s now more than $4trn in total global assets.

Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve the needs of their clients.

Dena Hopkins, CIPM, Senior Analytics Consultant, Confluence, was recently featured in an article from Ignites on the SEC’s clarification on performance disclosures, offering her thoughts on the clarification and what it means for firms.