Confluence
@ConfluenceTech
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Helping the investment management industry solve complex data challenges with performance & analytics, risk, data, regulatory and investor reporting solutions
Global
Joined February 2014
We are excited to announce the appointment of Spiros Giannaros as our new CEO. Our Founder & CEO, Mark Evans, will transition to Executive Chairman & continue working closely with the leadership team on strategy & growth initiatives. Learn more: #ExpectIt
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🚀 We’ve just launched something big. Introducing Style Analytics Fixed Income, which brings transparency, clarity, and visual storytelling to a traditionally opaque asset class. Read the press release here:
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In this article ( we dive into the history of S&P’s performance post-election years, with a focus on how the market fared during Trump’s previous presidency. #FactorPerformance #ExpectIt.
confluence.com
Although U.S. elections have always been highly significant for both global and national stock markets, the president's influence on the economy and markets is typically indirect and limited.
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In October, stock market volatility rose, even as stocks briefly hit new highs across the globe. Click here to read the October 2024 Factor Performance Analysis.#ExpectIt
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Excited to announce that Revolution has won the award for Best buy-side risk management initiative over the last 12 months at the @waterstech Buy-Side Technology Awards! Learn more here: #risk #portfolioanalytics #ExpectIt
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Understanding pivotal moments in oil history helps us predict the possible future trajectory of oil prices in an increasingly uncertain world. Click to read the article.
confluence.com
From its early discovery in the 19th century to its role as a geopolitical asset in the modern world, oil has consistently shaped global economies and influenced the outcome of wars.
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The Q3 Preliminary Plan Universe Performance, the industry’s most granular analytics tool for plan sponsors, is now available.
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Global equities posted gains in Q3 2024 despite experiencing periods of significant volatility throughout the quarter. Read more in the Factor Performance Report here-
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Japanese equities began the year with steady gains, driven by strong earnings and optimism around wage increases. Read more in our latest report-
confluence.com
Surge of volatility triggered by the Bank of Japan's decision to raise rates
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Exciting news! @AnnexWealth wealth has chosen our Revolution Composites solution. Read the full press release here: #SECMarketingRule #GIPS #composites #wealthmanagement #ExpectIt.
confluence.com
Revolution Composites delivers elevated service levels and efficiency gains through the automation of composite calculations and reporting
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Following a weak U.S. labor market report early in August, the global equity markets experienced volatility. Our latest factor performance analysis ( takes a look at these trends. #ExpectIt #FactorPerformance
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Our webinar is fast approaching. Join subject matter experts from Confluence Technologies and Guardian Performance Solutions for an informative session - 'Practical Strategies for Creating Compliant Performance Advertisements'. Register today:
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Join industry stalwart, Carl Bacon - CIPM, who will host our webinar 'Practical Strategies for Creating Compliant Performance Advertisements. Carl will be accompanied by industry veterans, Amy Jones, Arin Stancil,and Michael Ridderhoff. Register today:
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Download our updated white paper – How Sharp is the Sharpe’s Ratio? This essential resource delves into the Sharpe ratio, a crucial metric for performance analysts and managers, comparing investment returns with associated risks.
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Discover best practices for creating compliant performance advertisements in our upcoming webinar. Learn from the experts and ensure your ads are both effective and compliant. Register now! September 12 | 11AM EST Register Now:
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Join subject matter experts from Confluence Technologies and Guardian Performance Solutions for an informative webinar - 'Practical Strategies for Creating Compliant Performance Advertisements'. Register today:
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How can you create compliant performance advertisements? Join our experts from Confluence Technologies and Guardian Performance Solutions for this informative session. Register now - #gips #investmentperformance #composites #gipsverifiednumbers
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Don't miss the opportunity to join Confluence Technologies and Guardian Performance Solutions for an insightful webinar exploring ''Practical Strategies for Creating Compliant Performance Advertisements''. Register today:
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The Q2 2024 Confluence Plan Universe Report is now available The industry’s most granular analytics tool for plan sponsors, with data sourced directly from over 4,000 institutions, reported relatively flat quarterly performance for defined plans.
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Our Factor Performance Report is out:. After reaching new highs early on, global stocks gave back some of their monthly gains in the second half of July. #FactorPerformance
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