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About Confluence:Confluence is a global leader in enterprise data and software
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Q2 PRELIMINARY PLAN UNIVERSE PERFORMANCE

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July 2024 Q2 Preliminary Plan Universe Performance July 23rd, 2024During the
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with the MSCI ACWI Index returning 3%. Year to date, global equity markets have
been strong with the MSCI ACWI...

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NEW IN REGTECH: ENHANCED TRANSACTION REPORTING LEANS ON TECH, PROPOSED CUSTOMER
ID RULES FOR US ADVISERS, ESG REPORTING CHANGES IN EUROPE & LATEST US ADVISER
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RegTech Updates, Report

What is the state of transaction reporting? For starters, the need to remain
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We are a global leader in data-driven investment management solutions,
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PERFORMANCE, ATTRIBUTION AND COMPOSITES

From data technology silos to a sophisticated and complete portfolio analytics
solution, you are empowered with transparent and accurate oversight into
performance and attribution across the organization, giving you the ability to
evaluate and enhance your investment strategies.

Learn more
Performance Measurement
GIPS Compliance
Attribution
Reporting
Hosted Portfolio Management
Fund Performance
Style Factor Analysis
Institutional Plan Analytics & Reporting
Institutional Plan Data Insights
Manager Research

RISK


MULTI-ASSET RISK MANAGEMENT AND ANALYTICS

As the demand from clients and regulators for transparency in financial and
operational risk continues to grow, a sophisticated and comprehensive solution
is essential to mitigate risk and meet regulatory requirements.

Learn more
Multi-Asset Risk
Risk Analytics

DATA TECHNOLOGY & SERVICES


INTEGRATED DATA MANAGEMENT AND PROCESSING

As the investment management industry deals with ever-present data challenges
along with increasing demands from clients and regulators to provide more
detailed data and granular analysis, we help our clients transform raw data into
meaningful insights, providing solutions to complex data challenges.

Learn more
Investment Data Warehouse
Data Transformation
Complex Asset Pricing
Pricing Valuation Services
ESG Indices and Benchmarks
Custom Reporting Solution
Index Benchmark Services

REGULATORY


REGULATORY RISK, COMPLIANCE AND REPORTING

Empower your team with regulatory insight and flexible data automation,
comprehensive analytics, and automated output through a controlled and auditable
system covering all aspects of regulatory risk, compliance and reporting.
Increase scalability and efficiency, while you navigate and comply with
complicated global regulatory mandates.

Learn more
Regulatory Compliance
Regulatory Reporting
Post Trade Compliance
PRIIPs KID
Fund Reporting
Investment Monitoring
Transaction Reporting
Compliance Management

INVESTOR COMMUNICATIONS


REPORTING, DISCLOSURES AND FACT SHEETS

Improve efficiency, control and scalability by transforming the way you manage
investor communications. Through automated content creation, publishing and
delivery of regulatory disclosures, financial reports and shareholder marketing
documents, you can elevate operational excellence and streamline the delivery of
investor communications.

Learn more
Financial Reporting
Prospectus
Factsheets
Fund Expense Management
Tailored Shareholder Reporting


DATA-DRIVEN SOLUTIONS

We are a global leader in data-driven investment management solutions,
partnering with our clients to deliver products and services designed to
optimize efficiency and control.

Find out more


PERFORMANCE & ANALYTICS

From data technology silos to a sophisticated and complete portfolio analytics
solution, you are empowered with transparent and accurate oversight into
performance and attribution across the organization, giving you the ability to
evaluate and enhance your investment strategies.

Find out more


RISK

As the demand for transparency continues to grow when it comes to clients and
regulators looking for oversight with regards to financial and operational risk,
a sophisticated and comprehensive risk solution is essential to mitigate risk
and meet regulatory criteria.

Find out more


DATA TECHNOLOGY & SERVICES

As the amount of data within the investment management industry continues to
increase, and there is increasing demand from clients and regulator to provide
detailed and granular analysis, we help you transform your raw data into
meaningful and insightful solutions to complex data challenges.

Find out more


REGULATORY

Empower your team with regulatory insight and flexible data automation,
comprehensive analytics, and automated output through a controlled and auditable
system covering all aspects of regulatory risk, compliance and reporting.
Increase scalability and efficiency, while you navigate and comply with
complicated global regulatory mandates.

Find out more


INVESTOR COMMUNICATIONS

Improve efficiency, control and scalability by transforming the way you manage
investor communications. Through automated content creation, publishing and
delivery of regulatory disclosures, financial reports and shareholder marketing
documents, you can elevate operational excellence and streamline the delivery of
investor communications.

Find out more


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