October 4, 2023
In the News: Three Trends for 2024: Unstructured Data versus Rising Regulation
Todd Moyer, Confluence’s President and Chief Operating Officer, shared his predictions on the three trends for the Asset Management Industry in 2024.
September 26, 2023
Press Release: Confluence Launches Prism Analytics – Providing Asset Managers with First-of-its-kind Insights on Public and Private Plans
Institutional asset managers can leverage granular, actionable intelligence on channel level flows, actual post-transaction fees, and mandates won / lost by manager.
September 21, 2023
Press Release: Investment Metrics launches Liability Reporting as part of its Portfolio Analytics and Reporting (PARis) product
Investment Metrics announces the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution. This new capability gives Investment Consultants and Asset Owners a more comprehensive and balanced view of their Pension plans, while significantly improving institutional plan analysis and reducing manual work and errors.
September 12, 2023
In the News: Ignites: Eating Their Own Cooking? More PM Data Should Be Public
This article focuses on the level of detail required in open-end vs. closed-end fund reporting. Scott Treacy, research consultant at Confluence, shares his thoughts on the level of detail the SEC should require for open-end fund reporting and the level of urgency it holds in comparison to other regulatory issues.
September 5, 2023
In the news: Ignites: Standard Disclosures Make Compliance Easier: Confluence
Video: Clear rules for standard disclosures make compliance easier for ESG and private funds, said Todd Moyer, president and chief operating officer of Confluence.
August 24, 2023
In the News: FT Adviser: High beta funds have their moment to shine
Our latest Factor Performance report is featured in the latest FT Adviser Asset Allocator Newsletter, covering key highlights from the report.
August 17, 2023
In the News: Institutional Investor: Value Stocks Beat Growth in July
The latest Factor Performance report from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Investor, which highlights how all value subfactors outperformed their benchmarks last month and other key findings from the report.
July 13, 2023
In the News: Traders Magazine: Buy Side Firms Face Reconciliation Challenges
Todd Moyer, Confluence’s President and Chief Operating Officer, recently sat down with Traders Magazine to discuss data and reconciliation challenges buy side firms face and how AI may be the solution to these challenges and more.