News
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Portfolio Adviser: is the dominance of growth stocks a case of style over substance?
The latest Factor Performance Report from Style Analytics, part of Confluence, is featured in a new article from Portfolio Adviser, which analyzes the outperformance of growth stocks over their value counterparts while also questioning whether either are truly the key drivers of returns this year.
May 30, 20231 min readRead more -
Institutional Investor: small-caps have priced in a potential recession
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-cap stocks are positioned well amid economic uncertainty.
May 26, 20231 min readRead more -
PlanSponsor: DB plans report high returns in Q1 2023
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, a Confluence company, is the focus of a new article from PlanSponsor, which details how corporate DB plans rebounded in the first quarter of 2023, despite a lackluster 2022.
May 22, 20231 min readRead more -
InvestmentNews: SEC steps up intensity of cybersecurity oversight
EJ Yerzak, Director of Cybersecurity Services at Confluence, highlights the importance of cybersecurity in the financial industry and the SEC’s efforts to enhance oversight in this area.
May 11, 20231 min readRead more -
Traders Magazine: Industry Insights: Preparing for the SEC’s Climate Proposals
Greg Hotaling, Confluence’s Regulatory Compliance Manager, offers his insights into the U.N.’s IPCC Assessment Report, produced in March.
May 05, 20231 min readRead more -
Fund’s Europe
Tom Pfister, Confluence’s Managing Director of Compliance, Regulatory and Reporting, provides insight on the SEC’s climate-related disclosures.
Apr 27, 20231 min readRead more -
Confluence, Backed by Clearlake Capital and TA Associates, Welcomes Longtime Asset Management Executive Joan Binstock to Board of Directors
Pittsburgh, PA, April 24, 2023 – Confluence Technologies, Inc. (“Confluence”), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors. Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”). Ms. Binstock brings more than […]
Apr 24, 20232 min readRead more -
FundFire: Acera Sets Timeline for International Equities Revamp, Manager Terminations
The latest Factor Performance Report from Investment Metrics, a Confluence company, is featured in a new article from FundFire, covering Acera’s recent restructuring of their international equities portfolio.
Apr 23, 20231 min readRead more -
Institutional asset manager: Investment metrics reports strong investor preference for ESG products
The latest Institutional Net Flows Report from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Asset Manager, detailing how inflows to ESG investment products may force doubters to climb aboard the sustainable finance bandwagon.
Apr 13, 20231 min readRead more