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Confluence Connect: Issue 1
Our new Connect Magazine is now available and contains an essential round-up of our most recent content.
While many challenges in 2020 have been associated with the ever evolving work and economic environments created from the global pandemic, much of what we focused on as an industry this year has, thus far, been exactly what was expected at the end of 2019.
The New Confluence
“If I had asked the people what they wanted, they would have said faster horses.”
Technology and the self-service revolution in investment management
With the likes of Amazon, Google and Netflix transforming the way we go about our daily lives, the COVID-19 pandemic is the most recent reminder that in a self-service world, digital-savvy consumers expect information immediately with the swipe of a finger. In fact, anything less is simply unacceptable.
Articles
Retooling the Investment Management Industry’s Performance Yardstick for New Realities
The overarching problem faced by many firms and their performance teams is a persistent lack of enterprise-wide visibility into asset performance and risk exposure.
For Data Management Advantages, Tear Down Those Walls!
It is becoming increasingly clear that thinking about data and operations through different lenses for front, middle, and back office is the old way of doing things.
What can asset managers learn from Netflix?
From technology decisions, to building the ultimate self-service platform for television content, what can asset managers learn from Netflix when looking at digitization and information distribution?
Case Studies
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.
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.
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.
White Papers
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.
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.
Fixed Income Methodology
Confluence uses a number of external sources for bond prices, foreign exchange and curves, including the trading desks of major investment dealers and banks. The Confluence dealer network represents the top professionals in their respective sectors.
Videos
Watch: The New Confluence
Mark Evans, Founder & CEO of Confluence, explains the new Confluence brand.
Asset Service Providers – Challenges and Opportunities
Andrew Peddar, StatPro Group COO, discusses the opportunities and challenges facing Asset Service Providers and their middle office outsourcing services.
GIPS Breakfast Briefing
On 11 May 2017, StatPro hosted a GIPS® Breakfast Briefing in London about the GIPS 20/20 update. Industry professionals discussed the upcoming update’s implications for organisations, and what concerns people in the industry have.