Resources
Blog
We’re celebrating Women’s History Month – Katie’s Story
We’re celebrating Women’s History Month – Katie’s Story – “Like many things in life, it’s all about collaboration and endless curiosity.”
We’re celebrating Women’s History Month – Aspasia’s Story
We’re celebrating Women’s History Month – Aspasia’s Story – “The regulators, they’re focused on theory, they can’t think of every detail. Clients do. So do our product teams. And they come to us.”
We’re celebrating Women’s History Month – Xiang’s Story
We’re celebrating Women’s History Month – Xiang’s Story – “The best part of product development is when you’ve overcome the hurdles and you’re all on the same boat. You can feel the momentum.”
Reports
February 2024 Factor Performance Analysis
Equity markets have continued to do well as the MSCI ACWI returned 4.29% in February, surpassing the previous all-time high observed in 2021.
Q4 2023 Plan Universe Allocation & Return Analysis
The Q4 2023 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors, reported the strongest quarterly performance for defined plans in three years.
January 2024 Factor Performance Analysis
January continued the momentum observed in December, leading to new all-time highs in equity markets across the world, but especially in the United States.
Case Studies
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.
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.
White Papers
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.
Videos
Webinar Replay: Find out where to focus your marketing and sales efforts
This webinar is presented by Brendan Cooper & Benjamin Olmstead
Global Factor Performance Expectations for 2024 Webinar
The panel of experts will discuss market views and expectations for 2024 across regions and asset classes
Style Analytics Quarterly Factor Performance Report (Q4 2023) Video
Operationalizing the SEC’s New Disclosure Rules for Shareholders Video