Press Release: Announcing Liability Reporting in the Portfolio Analytics and Reporting (PARis) product

Delivering Institutional Investment Consultants and Asset Owners a comprehensive and balanced view of Pension plans

Pittsburgh, PA, September 21, 2023 – Investment Metrics a Confluence company, the leading global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution. This new capability gives Investment Consultants and Asset Owners a more comprehensive and balanced view of their Pension plans, while significantly improving institutional plan analysis and reducing manual work and errors.

Asset allocators can now report on pension benefit obligations, track funded status, duration matching analysis, and liability glide path modeling alongside PARis suite of pension plan asset reporting. PARis allows users to easily enter actuarial data which is combined with index data to deliver institutional-grade liability reporting for asset owner clients.

With the addition of liability reporting, Confluence’s PARis solution allows users to analyze critical measures of institutional plan performance towards meeting future retirement payment obligations and provide a more robust understanding of their institutional plans. This is especially useful to European asset allocators who are required to report on pension liabilities

Damian Handzy, Managing Director of Analytics Division at Confluence, said:

“Liability-driven investing has been a strong focus for pension plans over the last few years due to interest rate and funding level changes,”
“With PARis’s Liability Reporting capabilities, institutional groups can present a more holistic and accurate view of pension plans to their stakeholders through our fully automated and highly scalable process.”

Investment consultants face a growing need from their stakeholders to focus on pension obligations that support strategic planning and improve consistency and reporting practices. Investment consultants can track historical liabilities without overwriting data, preserving reporting integrity and enhanced auditability. PARis allows financial professionals to focus on analysis and strategic decision-making while improving consistency in reporting practices and making it easier for stakeholders to manage their assets and liabilities.

For more information on the PARis Liability Reporting solution, please visit:

About Investment Metrics, a Confluence company

Investment Metrics, a Confluence company, is a leading global provider of investment analytics, reporting, data, and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, and 910K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, style factor and ESG analysis, competitor and peer analysis, and market and manager research, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. For more information about Investment Metrics, a Confluence company, please visit

About Confluence

Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back offices. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners, asset services, and asset allocators to provide best-of-breed solutions that deliver maximum scalability, speed, and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit

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