Resources

Blog

Efficient Style Frontier

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.

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Reports

August 2024 Factor Performance Analysis

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

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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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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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Videos