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NEWS

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

Integration of capabilities creates a proven end-to-end, multi-source,
multi-asset class ESG solution that helps clients meet global ESG regulatory
deadlines and streamline ESG portfolio analysis and reporting

Pittsburgh, PA, August 2, 2022 – Confluence Technologies, Inc. “Confluence”), a
global technology solutions provider that helps the investment management
industry solve complex investment insight and regulatory challenges, announced
today that its ESG solution is seeing significant industry adoption following
the integration of capabilities through the successful acquisitions of
Investment Metrics and Compliance Solutions Strategies (CSS). In the first half
of 2022, the end-to-end, multi-source, multi-asset class ESG solution has seen
client adoptions double compared to the full year of 2021. New clients include
leading asset managers, fund administrators, and management companies looking to
meet global Environmental, Social & Governance (ESG) regulatory deadlines and
achieve greater ESG portfolio insights to grow and retain assets.

Confluence’s ESG solution brings together multiple sources of ESG data and
ratings, giving clients integrated access and enabling streamlined performance
and risk analysis, in addition to regulatory reporting. With consistent data
throughout the front, middle and back offices, the solution helps clients meet
ever-increasing regulatory and reporting requirements around sustainable
investments and gain greater insights into portfolio performance and risk to
make better investment decisions.

> “Whether it is SFDR, PRIIPs, AIFMD or MiFID II, asset managers and owners need
> a holistic approach to meet regulatory and disclosure requirements while
> driving down silo data costs,”

said Chris Riggio, Chief Revenue Officer, Confluence.

> “They also need a consistent and streamlined analytics approach to gain
> investment insights across multiple asset classes, funds and the funds of
> funds. This is why our clients come to us for our proven front-to-back office
> solution and our team of experts who monitor and provide guidance on ESG
> disclosure requirements and changes.”

Confluence’s ESG solution delivers multi-source ESG data and ratings, ESG
portfolio analysis for sales and distribution, multi-asset class ESG performance
and risk analytics, and ESG risk, client and regulatory reporting (including
SFDR pre-contractual, periodic & Article 10 web summary disclosures along with
the European ESG Template (EET), helping our clients gain significant
productivity and cost efficiencies.

To learn more about Confluence’s ESG offering, visit Confluence ESG Solution



ABOUT CONFLUENCE

Confluence is a leading global technology solutions provider committed to
helping the investment management industry solve complex data challenges across
the front, middle and back office. From data-driven portfolio analytics to
compliance and regulatory solutions, including investment insights and research,
Confluence invests in the latest technology to meet the evolving needs of asset
managers, asset owners, asset services and asset allocators to provide
best-of-breed solutions that deliver maximum scalability, speed and flexibility,
while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA,
with 900+ employees in 15 offices spanning across the United Kingdom, Europe,
North America, South Africa, and Australia, Confluence services over 1000
clients in more than 40 countries. For more information, visit 
www.confluence.com.

MEDIA CONTACT (US)

Michael Kingsley
Forefront Communications Group, Inc.
+ 1 212-320-8984
mkingsley@forefrontcomms.com

NEWEST RESOURCES

 * basis.point 10th Annual Cathal Lavelle Corporate Golf Challenge
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 * ESG Regulations Take Hold in Europe With Other Regions Set to Follow
 * Confluence’s ESG Solution Sees Accelerated Client Growth in 2022 Following
   Integration of Capabilities from Recent Acquisitions

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