Pittsburgh, PA, May 2, 2024 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider of regulatory, analytical and investor communications solutions for the investment management industry, today announced a strategic partnership with Northfield Information Services (“Northfield”), a leading portfolio management analytics provider. The partnership offers Confluence Revolution users seamless access to multi-factor attribution analytics for risk and performance, based on award-winning Northfield models.

Revolution clients will now be able to access Northfield’s innovative multi - factor risk models. Existing Revolution clients can immediately benefit from analysis with Northfield’s factor models.

Damian Handzy, Senior Product Manager, Confluence, said:

“Multi-factor risk analysis across asset classes has become a key industry practice for our customers. They are looking for a comprehensive tool that can easily provide in-depth factor level analysis of both risk and performances. That’s why we set out to partner with Northfield, to enhance our award-winning risk modelling and performance attribution capabilities with additional insight of a multi-factor approach."

Dan diBartolomeo, Northfield Founder & President, said:

“We’re very excited to collaborate with Confluence to empower clients with integrated access to advanced analytical tools enabling informed decision making. Northfield has been providing factor-based analyses that allow both asset managers and investors to understand the contributions to risk and performance of a selected array of portfolio characteristics. The attributes framing the analysis are chosen to be both pervasive across a broad universe of assets, and persistently important through time. The output can confirm whether strategic mandates are being followed and illustrate which aspects of a strategy represent attractive risk/reward tradeoffs. These benefits have made factor driven risk assessment and performance attribution predominant methodologies among sophisticated investors since the 1970s.”

Confluence’s Revolution Performance platform provides investment professionals with in-depth performance attribution and risk analytics services. Adding Northfield to this solution enhances clients’ analysis of multi-asset class portfolios.

To learn more about Confluence, please visit confluence.com