Videos
Webinar Replay: Practical Strategies: Creating Compliant Performance Advertisements
This webinar is presented by Brendan Cooper & Benjamin Olmstead
Global Data Services: Product Explainer
Vlog 2: Position Limits: Finding the Spot Effective Period
Position Limits: Finding the Spot Effective Period
Vlog 1: How to Research Shareholder Disclosure
How to Research Shareholder Disclosure
Series: Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF, starting with Q1 2025 reporting.
Differentiate your investment strategy with Style Analytics
Easily see if a manager is adhering to their stated style.
TabbFORUM Interview with Damian Handzy
TabbFORUM Interview with Damian Handzy and our culture of Innovation
Webinar – Unpacking SEC Amendments to Form PF Sections 1 and 2 Video
The Securities & Exchange Commission (SEC) recently implemented changes to Sections 1 and 2 of Form PF to substantially amend the content and structure of the information reported.
Revolution Performance & Analytics Software Video
Transform your data into actionable insights that align perfectly with your priorities
Q1 2024 Factor Performance Analysis Video
In Q1 2024, global equity markets performed strongly. The US market favored Growth, Volatility, and high Momentum stocks, driven by a clear risk-on factor profile, while Europe saw outperformance in Size and Momentum.
Confluence is proud to announce the New MSCI ESG module in Style Analytics
MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally