Confluence

Confluence solves data management and automation challenges for the asset management industry, including performance & regulatory reporting, investor communications and expense management. Our solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations.

Company Insights

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GIPS 2020: Everything you need to know

13th August 2019

Global Investment Performance Standards (GIPS) are voluntary, ethical standards based on the fundamental principles of full disclosure and fair representation of investment performance. As investor expectations increase and product innovation develops, the standards are evolving to remain relevant and maintain their core purpose: ensuring...
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Calculating performance and questions to ask potential providers

17th June 2019

Transaction vs holdings-based performance calculations It’s important for your firm to know the pros and cons of each method. Whilst both methods provide inputs to analysis providing a breakdown of the returns, enabling the effectiveness of various investment strategies to be evaluated and explained, it is important to understand that...
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The importance of data management for fixed income attribution

26th February 2019

The importance of performance attribution in fixed income investing cannot be overstated. Portfolio managers use it in both support and defense of their investment strategies. It is integral for sales and marketing teams when it comes to asset gathering and client retention. Clients also rely heavily on it to determine how effectively their...
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Navigating the challenges of fixed income attribution

25th September 2018

Spend even a short amount of time in finance, and you’ll realize stock and bond investment managers are generally cut from different cloths. The former are often chatty, right-brain types, and the latter more analytical and left-brained. Both asset classes can accomplish valuable things inside a portfolio, but that’s pretty much...
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A first look at the GIPS Standards 2020: What you need to know?

20th September 2018

Heavy regulation in an industry is usually synonymous with a large body of standards expected of its participants. Aviation, for instance, is loaded with rules and regulations on everything from cabin lighting to the number of flight hours permitted between engine overhauls. Partly as a response, virtually every facet of the industry –...
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What can asset managers learn from Netflix?

31st May 2018

"Hands up if you’re a subscriber to Netflix?" I asked at a conference in New York recently, and very nearly every single hand in the room went up. I then asked who was a Netflix stock holder, and a few hands were raised, mine included. So, for full disclosure, I am a stock holder of Netflix. This article isn’t intended to sell...
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AI in the fund industry: Why back-office workers shouldn’t fear the future

5th December 2017

More often than not when I browse a trade journal or the news these days, Artificial Intelligence (AI) is front and centre. AI, robots, and other technologies reminiscent of science fiction are beginning to take shape in all aspects of our lives. From the automotive industry to Amazon, and now even to the financial services industry, corporations...
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Declining "globalisation": Reshoring, localisation and today’s politics

13th November 2017

Revenue growth projections for offshoring software services and business-process outsourcing (BPO) activities are deteriorating – across the globe. 2017 sales projections for the big players have been reduced multiple times. Industry analysts are downgrading their projections as offshoring firms are continuously battered with increasing...
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Cloud native fintech or merely a hosted software solution? Five keys questions to determine the difference

9th November 2017

Cloud computing is changing the way we all consume and interact with technology. Whether this is at home with Netflix, or with devices such as Amazon Alexa, or at work, with cloud-based services like Office365, Salesforce or other specialist enterprise applications. In business, cloud computing is an enabler; it creates strategic change in the way...
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How regtech is creating new relationships between global service providers and technology firms in the search for revenue

30th October 2017

On a recent flight home after a client meeting, I found myself thinking about what is really motivating global financial services companies in their decision-making around technology and regulatory compliance. In the highly competitive third-party administrator space, I think one of the primary motivators is the fear of revenue loss (really,...