May 30, 2023
In the News: Institutional Investor: Small-Caps Have Priced in a Potential Recession
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-cap stocks are positioned well amid economic uncertainty.
May 23, 2023
In the News: PlanSponsor: DB Plans Report High Returns in Q1 2023
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, a Confluence company, is the focus of a new article from PlanSponsor, which details how corporate DB plans rebounded in the first quarter of 2023, despite a lackluster 2022.
April 27, 2023
In the News: Fund’s Europe: The SEC’s climate-related disclosures – why the controversy?
Tom Pfister, Confluence’s Managing Director of Compliance, Regulatory and Reporting, provides insight on the SEC’s climate-related disclosures.
April 25, 2023
In the News: FundFire: Acera Sets Timeline for International Equities Revamp, Manager Terminations
The latest Factor Performance Report from Investment Metrics, a Confluence company, is featured in a new article from FundFire, covering Acera’s recent restructuring of their international equities portfolio.
April 24, 2023
Press Release: Confluence, Backed by Clearlake Capital and TA Associates, Welcomes Longtime Asset Management Executive Joan Binstock to Board of Directors
With over 30 years of experience in the asset management industry working across a broad set of asset classes and technology providers, Joan will provide invaluable guidance as we continue to expand our solutions.
April 12, 2023
In the News: Institutional Asset Manager: Investment Metrics reports strong investor preference for ESG products
The latest Institutional Net Flows Report from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Asset Manager, detailing how inflows to ESG investment products may force doubters to climb aboard the sustainable finance bandwagon.
March 30, 2023
In the News: FundFire: Oregon Seeking High-Conviction Managers amid Public Equities Reboot
Scott Treacy, Research Consultant at Investment Metrics, a Confluence company, is featured in a new article from FundFire, offering his thoughts on how high-conviction asset managers are bouncing back following a rough 2022.
March 29, 2023
In the News: Callaway Climate Insights: The great ESG fund cull of 2023 is upon us
Our latest Institutional Net Flows is featured in a new piece on Callaway Climate Insights, which uses data from the report to posit that new ESG regulations may clear out many ill-qualified ESG funds, leaving a boon for fund managers that have crafted the most climate-focused portfolios.