Resources
Blog
What do AI Stocks, The Tech Bubble, and Taylor Swift Have in Common?
What are your chances of scoring Taylor Swift tickets? You’ll likely find yourself in the pre-sale queue with odds of 1 in 20, or even 1 in 50.
Efficient Style Frontier
Three industry experts sat down with Confluence to discuss the Efficient Style Frontier -how technology and industry expertise can help balance growth and value factors for optimal risk-adjusted returns.
When AI is a Compliance Team’s Best Friend:
Artificial Intelligence (Al) has become an integral part of our daily lives, revolutionizing various industries, and transforming how we perform routine tasks.
Reports
RegTech Report: Tip of the Iceberg: Lurking below new rules on U.S. threshold disclosures is a much bigger global challenge
Tip of the Iceberg: Lurking below new rules on U.S. threshold disclosures is a much bigger global challenge
August 2024 Factor Performance Analysis
Following a weak U.S. labour market report early in August, the global equity markets experienced volatility, a pullback in US and Europe persisted into the first week of August
Thoughts from the Pricing Desk: Treasuries should benefit from highly probable September cuts
As of the last policy decision in July 2024, the Federal Reserve maintained its interest rates at a high of 5.25% to 5.50%. However, it is expected that the U.S. Federal Reserve will lower interest rates by 25 basis points after each of its final three meetings in 2024, according to the majority of Reuters-surveyed economists who said a recession is unlikely.
Case Studies
Automating the Monitoring of Market, Liquidity, and Sustainability Risk
A Luxembourg regulated Super ManCo automates the monitoring of market, liquidity and sustainability risk using Confluence Revolution.
Institutional Defined Benefit Plan Targeting
Confluence helped an Asset Management firm define a debt distribution strategy based on client types and sizes, moving to LDI with the Prism Analytics platform.
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.
White Papers
Updates to Form PF: Sections 1 and 2
The SEC’s latest changes to Form PF are here, and they’re shaking things up in a major way for US private fund advisors.
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.
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.
Videos
Webinar Replay: Practical Strategies: Creating Compliant Performance Advertisements
This webinar is presented by Brendan Cooper & Benjamin Olmstead
Global Data Services: Product Explainer
Vlog 2: Position Limits: Finding the Spot Effective Period
Position Limits: Finding the Spot Effective Period