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
New in RegTech: Navigating Form PF, Outsourcing CCOs, and Preparing for FinCEN’s AML Rule
For those grappling with the SEC’s significant Form PF overhaul, the clock is ticking towards March 2025.
Q3 2024 Factor Performance Analysis
Global equities posted gains in Q3 2024, despite experiencing periods of significant volatility throughout the quarter.
Japanese Equities in the Wake of Interest Rate Changes
Surge of volatility triggered by the Bank of Japan’s decision to raise rates
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
Confluence Rex: Product Explainer
Rex automates data reconciliation between TSRs and other financial documents, delivering efficiency, accuracy and, cost savings.
Webinar Replay: Practical Strategies: Creating Compliant Performance Advertisements
This webinar is presented by Brendan Cooper & Benjamin Olmstead