Reports

Institutional Client Lifetime Revenue Report

Institutional Client Lifetime Revenue Report

Confluence’s first-of-a-kind analysis tool empowers users to explore our extensive dataset, conduct valuable research, and generate reports like this to assist asset managers in evaluating revenue retention, quantifying opportunities, and precisely valuing accounts.

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Q1 2023 Fee Analyzer

Q1 2023 Fee Analyzer

Comparing concentrated portfolios to diversified portfolios uncovers a large differential in post-negotiated fees.

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