Resources
Blog
Breaking Down Silos with Enterprise Data Management
Investment management companies have traditionally organized their operations into front, middle, and back-office groups.
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.”
Reports
The Blueprint for Ethical Investment: Leveraging SDGs in ESG Investing
Sustainable investment, particularly in renewable energy, emerged as the most rapidly expanding theme in Foreign Direct Investment (FDI) in 2021.
2024 Q1 Preliminary Plan Universe Performance
During the first quarter of 2024 U.S. equity markets posted strong returns as the economy continues to show resilience although inflation remains above 3% and the federal reserve is unlikely to cut interest rates before July.
Q1 2024 Factor Performance Analysis
In Q1 2024, global equity markets performed strongly, with the MSCI ACWI returning just above 8%.
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
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