Celebrating International Women’s Day
Embracing Equity and the Power of Awareness, Representation, and Community
Composites: the next competitive advantage
Client demands and regulatory mandates in the investment management industry show no signs of slowing down in the years ahead.
Confluence’s top 5 most popular insights of 2022
As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.
Investment Metrics Institutional Net Flows Report Insights
Investment Metrics, a Confluence company, reviewed the 2022 institutional net flows report to highlight some important developments.
February 2023 Factor Performance Analysis
A year after the Federal Reserve officially began raising rates at record pace, inflation still persists worldwide. While we saw a strong January, equities slid last month as the Fed announced rate increases would be higher than anticipated.
Female Portfolio Managers Underrepresentation Continues at Asset Managers Even Though Some Drew Significant Inflows During Tough 2022
In Investment Metrics’ June 2021 research we assessed if there has been any movement in the representation of female portfolio managers at asset management firms. Unfortunately, the short answer was no
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.
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.
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.