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Key ESG Strategy Considerations

Key ESG Strategy Considerations

ESG investing is at the forefront of the industry and with ESG-related regulations coming soon, having a streamlined ESG strategy in place is key for building and retaining competitive advantages. Demonstrable improvements in the breadth and depth of ESG information, tools and frameworks are evident throughout the investment management community.

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Articles

ESG Sustainability Stress Testing

ESG Sustainability Stress Testing

The integration of climate risk (or more generally sustainability risk) stress testing into long-term business strategy and governance is key, as it will incorporate sustainability assessments into the risk appetite framework of institutions.

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Case Studies

Top-five global financial institution

Top-five global financial institution

Major global financial institution integrates Confluence’s composites solution for regulatory reporting and uniform performance measurement standards to increase scalability, speed, usability and functionality.

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London-based wealth manager

London-based wealth manager

Revolution empowers the performance team at a London-based wealth manager to build valuable, long-term relationships with 1000’s of clients through delivering more detailed reports.

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National Australia Bank

National Australia Bank

Confluence’s cloud-based performance measurement and portfolio analytics solution, Confluence Revolution, facilitates National Australia Bank in reducing the turnaround time for delivering performance and risk analytics to stakeholders.

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White Papers

ESG Sustainability Stress Testing

ESG Sustainability Stress Testing

The integration of climate risk (or more generally sustainability risk) stress testing into long-term business strategy and governance is key, as it will incorporate sustainability assessments into the risk appetite framework of institutions.

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Multi-Period Contribution Analysis

Multi-Period Contribution Analysis

Download our latest whitepaper which demonstrates through worked examples how, why and where totals’ reconciliation differences can arise multi-period. Authored by Ian Thompson, PhD., Chief Performance Advisor, StatPro and Paul Giles, Owner, Teachins.

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Market Liquidity Risk: A Scenario Based Approach

Market Liquidity Risk: A Scenario Based Approach

Dario Cintioli, Managing Director, explains the Confluence approach for measuring liquidity risk. The traditional problem of liquidity risk is that the data needed for calibrating these models is only available for liquid instruments, trading on a regular basis and for which books of bid/ask and volumes are available.

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Videos