Resources

Featured

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.

Blog

Confluence Connect: Issue 1

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.

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Technology and the self-service revolution in investment management

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.

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Articles

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

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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Fixed Income Methodology

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.

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Videos

GIPS Breakfast Briefing

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.

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