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 * CLIENTS
   * Asset Owners
   * Investment Consultants
   * Asset Managers
   * Wealth Managers
 * SOLUTIONS
   * Portfolio Analytics and Reporting
     * Portfolio Analytics and Reporting
     * Portfolio Analyzer
   * Style Factor and ESG Analysis
     * Portfolio Analyzer
     * ESG Analytics
     * Peer Insights™
     * Markets Analyzer
   * Competitor and Peer Analysis
     * Peer Insights™
     * Plan Universe
     * Fee Analyzer
     * Manager Research
   * Market and Manager Research
     * Manager Research
     * Peer Insights™
     * Fee Analyzer
 * INSIGHTS
   * Case Studies and Best Practices
   * Research and Thought Leadership
   * Podcasts
 * EVENTS
 * ABOUT
   * Company
   * Leadership
   * News
   * Careers
   * Locations
 * CONTACT
 * SUBMIT MANAGER DATA >>>
 * CLIENT LOGIN >>>




NEWS

August 5, 2022


IN THE NEWS: ETF STREAM: LOW VOLATILITY AND HIGH DIVIDEND ETFS SHOOT THE LIGHTS
OUT SO FAR IN 2022

Factor ETFs with defensive characteristics have delivered the strongest
performance so far this year amid soaring inflation, recession fears and
geopolitical headwinds.
August 2, 2022


PRESS RELEASE: CONFLUENCE’S ESG SOLUTION SEES ACCELERATED CLIENT GROWTH IN 2022
FOLLOWING INTEGRATION OF CAPABILITIES FROM RECENT ACQUISITIONS

A proven end-to-end, multi-source, multi-asset class ESG solution helps clients
meet global ESG regulatory deadlines and streamlines ESG portfolio analysis and
reporting.
July 26, 2022


IN THE NEWS: INSTITUTIONAL INVESTOR: THESE ACTIVE MANAGERS HAVE SHINED DURING
THE DOWNTURN

Small-cap value managers beat their benchmarks by the largest margins in the
second quarter and over the year to date, according to data from Investment
Metrics.
June 30, 2022


PRESS RELEASE: CONFLUENCE RANKS FIRST IN “PERFORMANCE ATTRIBUTION” AT 2022
CHARTIS RISKTECH BUYSIDE50 AWARDS

Confluence Technologies, Inc. (“Confluence”), a global technology solutions
provider helping the investment management industry solve complex investment
data challenges, announced today it has been ranked first in “Performance
Attribution” at the 2022 Chartis RiskTech BuySide50 Awards.
June 22, 2022


PRESS RELEASE: CONFLUENCE APPOINTS SANJOY CHATTERJEE AS CHIEF STRATEGY OFFICER

Signifying Confluence’s commitment to increasing value to clients.
May 28, 2022


IN THE NEWS: BARRON’S: DE-RISKING MOVES MORE CORPORATE PLANS INTO PASSIVE
STRATEGIES

Barron's reports: Market volatility is making a dent in pension plans.
May 25, 2022


IN THE NEWS: INSTITUTIONAL INVESTOR: THE BEAR MARKET COULD BE THE LAST BEST
CHANCE FOR ACTIVE  MANAGERS TO PROVE THEIR WORTH

Institutional Investor reports: A downturn is when active managers should shine.
“We are now entering a period where we can start to test that thesis,” says
BCG’s Neil Pardasani.
May 24, 2022


IN THE NEWS: FUNDFIRE: ARE INSTITUTIONS GIVING VALUE STRATEGIES ANOTHER LOOK?

FundFire reports: Investment consultants say long-term investors are seeking
more balance between the two equity investing styles.
1 2 3 4 5… 15 16 Next >>
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INSIGHTS FOR SUCCESS


TALK TO US. SEE WHY TOP INVESTMENT CONSULTANTS, ASSET MANAGERS AND ASSET OWNERS
RELY ON OUR MARKET-LEADING DATA, ANALYTICS AND REPORTING SOLUTIONS. 



INVESTMENT METRICS, A CONFLUENCE COMPANY, IS A GLOBAL LEADING PROVIDER OF
INVESTMENT ANALYTICS, REPORTING, DATA AND RESEARCH SOLUTIONS THAT HELP
INSTITUTIONAL INVESTORS AND ADVISORS ACHIEVE BETTER FINANCIAL OUTCOMES, GROW
ASSETS AND RETAIN CLIENTS WITH CLEAR INVESTMENT INSIGHTS.

+1.888.828.9759 



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