Portfolio Analytics & Reporting (PARis)
Tap into the largest and most robust plan sponsor peer-group data. Benchmark net and gross performance, asset allocation and key risk metrics. Access the institutional manager database for researching manager investment strategies and peer group analysis on thousands of SMA & Commingled Funds.
Style Analytics®
See outliers and demonstrate differentiation through detailed peer group analysis. Visually compare factor exposures across funds with our intuitive Style Skyline™. We’ve pre-calculated over 28,000 funds’ factor exposures based on their underlying holdings data so you can create custom peer groups with ease.
Perform in-depth comparisons against custom peer groups and detailed factor-exposure reviews.
Understand and illustrate what sets your funds apart. Confluence offers unparalleled peer-group benchmark data, pre-calculated funds’ factor exposures and the tools to efficiently convey where you stand.
Best-of-breed data
Access the information you require with analytics-ready data for in-depth analysis.
Compelling visualizations
Create intuitive factor-level illustrations of how funds compare.
Critical insights
Pinpoint where funds and fund managers differ—and showcase your advantages.
Differentiate your investment strategy
With comprehensive Peer Analysis
Asset Managers
Delve into how peer group funds compare and uncover the factors that differentiate performance and risk.
Discover Owners
Discover the key factors driving fund performance, pinpoint areas of risk, and inform decision-making.
Investment Consultants
Evaluate and detail performance against a benchmark of comparable funds, demonstrate your value and showcase your expertise.
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Streamline manager and plan research with industry-leading peer analytics.
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