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.
March 21, 2023
In the News: Institutional Investor: This Factor Made a Roaring Comeback in 2023
The latest Factor Performance report from Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, which details how highly volatile stocks made a sharp comeback in February.
March 16, 2023
In the News: The Banker: The Silicon Valley Bank collapse and Credit Suisse’s last minute lifeline
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from The Banker, where he offers his thoughts on SVB’s failure, the US governments response, and how it could affect markets worldwide.
March 9, 2023
In the News: Pension and Investments: Percentage of female-led actively managed portfolios remained stagnant in 2022, study says
Our latest article on women portfolio managers and their underrepresentation in the industry is the focus of a write up from Pension and Investments, using data from our report to highlight the lack of equity in the portfolio management arena.