Associated tags: Research, Cryptocurrency, Confluence, Finance, Professional Services, Confluence (company), Consulting, Data Management, Fintech, Asset Management, Data Analytics, Accounting, Banking, Software
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The partnership offers Confluence Revolution users seamless access to multi-factor attribution analytics for risk and performance, based on award-winning Northfield models.
Key Points:
- The partnership offers Confluence Revolution users seamless access to multi-factor attribution analytics for risk and performance, based on award-winning Northfield models.
- They are looking for a comprehensive tool that can easily provide in-depth factor level analysis of both risk and performances,” said Damian Handzy, Managing Director, Analytics at Confluence.
- “That’s why we set out to partner with Northfield, to enhance our award-winning risk modelling and performance attribution capabilities with additional insight of a multi-factor approach."
- These benefits have made factor driven risk assessment and performance attribution predominant methodologies among sophisticated investors since the 1970s.”
Confluence’s Revolution Performance platform provides investment professionals with in-depth performance attribution and risk analytics services.
Technology,
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Data Management,
Environmental, Social and Governance (ESG),
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Other Professional Services,
Research,
Style,
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MSCI,
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United Nations,
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Data analysis Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics.
Key Points:
- Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics.
- “Style Analytics’ integration of MSCI’s comprehensive ESG data marks a significant step to help our clients make informed investment decisions and achieve sustainable growth.”
The overlay of MSCI ESG Research data into Style Analytics allows for drill-down capabilities, fund-of-funds capabilities for United Nations SDGs, and analytics, alongside factor analysis on a simple, intuitive user interface.
- Style Analytics’ MSCI drill-down module comes at a time of growing interest in sustainability and ESG investing and the resultant need for ESG data and technology.
- To learn more about Style Analytics’ module featuring MSCI ESG Research data, including the onboarding process, initial consultation, platform demonstration, data integration, and training, please contact Confluence by visiting our website at confluence.com/StyleMSCI .
Retrieved on:
Thursday, December 14, 2023
Professional Services,
Data Management,
Data Analytics,
Technology,
Finance,
Consulting,
Banking,
Data collection,
Data management,
Privatization fund,
AI,
Confluence (company),
Face,
Confluence,
Bank Confluence’s reporting platform has for decades enabled the investment management industry to meet regulatory and shareholder reporting needs.
Key Points:
- Confluence’s reporting platform has for decades enabled the investment management industry to meet regulatory and shareholder reporting needs.
- “Our market-leading reporting capabilities give the private fund industry the power to address the incredibly onerous undertaking of Private Fund Rule reporting,” said Todd Moyer, President and Chief Operating Officer at Confluence.
- Confluence’s Private Fund Reporting Platform fulfills periodic reporting obligations seamlessly while ensuring that annual, interim, and quarterly reports are generated from the diverse data sets, offering consistency and efficiency in compliance efforts.
- To learn more about how Confluence’s Private Fund Reporting platform or request a demo, please visit www.confluence.com/solutions/private-fund-reporting-platform
Retrieved on:
Tuesday, September 26, 2023
Finance,
Data Analytics,
Professional Services,
Asset Management,
Fintech,
Fed,
Disclosure,
Confluence,
Prism,
Research,
Consultant,
P&I,
Confluence (company),
Investment,
Corporation,
Financial adviser Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider driving the investment management industry to gain greater insights from data, announced today the launch of Prism Analytics.
Key Points:
- Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider driving the investment management industry to gain greater insights from data, announced today the launch of Prism Analytics.
- Prism assists in eliminating guesswork, finding potential buyers and making sales and marketing efforts more targeted and actionable.
- “We’re seeing a growing demand by asset managers for greater insights and transparency on plan investments, including those without disclosure requirements, such as private plans,” says Damian Handzy, Managing Director, Analytics Division, Confluence.
- Challenges such as understanding the type of institutional plans that are most profitable or how asset managers perform against their peers in retaining assets.
Other Professional Services,
Finance,
Asset Management,
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Technology,
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Taft–Hartley Act,
Cryptocurrency The report is an example of the type of insights asset managers can gain from a new product to be launched later this year.
Key Points:
- The report is an example of the type of insights asset managers can gain from a new product to be launched later this year.
- Other findings found in the report include the stickiness of foundations & endowments, separate accounts, commingled, and mutual funds.
- When the tool is released, it will allow asset managers to predict revenue and cash flow, which has been a long-standing challenge for them.
- The platform provides intelligence on which vehicles and plan types yield more lifetime revenue enabling asset managers to prioritize opportunities, launch appropriate vehicles and value existing accounts.
Software,
Banking,
Accounting,
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Fintech,
Data Management,
Technology,
Asset Management,
Artificial Intelligence,
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Finance,
Consulting,
Confluence,
Confluence (company),
AI,
LLM,
Language,
TSR,
Management (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems.
Key Points:
- (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems.
- As the first application, the Confluence innovation lab applies Large Language Models (LLM) to solve reconciliation challenges from the SEC’s Tailored Shareholder Reports (TSR).
- Chris Evans, Chief Technology Officer at Confluence, commented: “Confluence has a long history of solving complex challenges for the investment management industry.
- Our innovation lab was established to explore use cases for AI and other innovative technologies that deliver real value for our clients.
Managing data has become increasingly difficult and expensive for firms, requiring several vendor relationships to cover all aspects of the investment process.
Key Points:
- Managing data has become increasingly difficult and expensive for firms, requiring several vendor relationships to cover all aspects of the investment process.
- We are excited about how it will accelerate Arcesium's business growth across the asset manager segment," said David Nable, Head of Client and Partner Development at Arcesium.
- "Facing tighter regulations and competition, Asset Managers will benefit from Confluence and Arcesium's new integrated solution with streamlined data management, coupled with powerful performance and risk analytics," said Damian Handzy, Managing Director, Confluence Analytics.
- "We're thrilled to partner with Confluence, a leader in investment management," said Mahesh Narayan, Segment Head for Institutional Asset Managers at Arcesium.
Technology,
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Fintech,
Other Technology,
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Software,
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Operation,
Duke University School of Medicine,
Lord,
New York University Stern School of Business,
Binghamton University,
Business,
Independent director,
MBA,
Multimedia,
Organization,
Confluence (company),
TA Associates,
Growth,
Bronx High School of Science,
Management,
Confluence ("Confluence"), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors.
Key Points:
- ("Confluence"), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors.
- Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”).
- View the full release here: https://www.businesswire.com/news/home/20230424005158/en/
Joan Binstock joins Confluence Technologies board of directors (Photo: Business Wire)
Ms. Binstock brings more than 30 years of experience in the asset management industry.
- Ms. Binstock previously held several executive leadership positions, including as Partner, Chief Financial and Operations Officer at Lord, Abbett & Co. LLC.
Banking,
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Revolution,
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Confluence (company),
Risk,
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Collection,
Cryptocurrency Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform.
Key Points:
- Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform.
- The partnership will combine functionality from Confluence’s fund administration platform Unity™ and Revolution, its suite of asset management performance and risk solutions, with FundGuard’s investment accounting platform to increase operational efficiency and streamline fund reporting for asset managers, asset owners, and fund administrators.
- Tom Pfister, Managing Director, Compliance, Reporting and Services, Confluence comments: “With ever-evolving regulations a part of today’s reality, customers are demanding fund reporting systems that are fast, integrated, consistent and easy to use.
- Confluence’s UnityTM and UnityTM NXT Regulatory Reporting platforms complemented by FundGuard’s solution strengthens delivery quality, and drives regulatory-compliant results with speed, scale, and efficiency.”
“The partnership we have developed with Confluence allows our collective clients to benefit from more enhanced fund reporting capabilities,” said John Lehner, President, FundGuard.
