Confluence

Helping the investment management industry solve complex data challenges with performance & analytics, risk, data, regulatory and investor reporting solutions

[Confluence @ConfluenceTech]

We are excited to announce the appointment of Spiros Giannaros as our new CEO. Our Founder & CEO, Mark Evans, will transition to Executive Chairman & continue working closely with the leadership team on strategy & growth initiatives. Learn more: https://t.co/zRUCTGPTug #ExpectIt

[Confluence @ConfluenceTech]

🚀 We’ve just launched something big. Introducing Style Analytics Fixed Income, which brings transparency, clarity, and visual storytelling to a traditionally opaque asset class. Read the press release here: https://t.co/WGfo2AHlgT

[Confluence @ConfluenceTech]

In this article (https://t.co/JDP8KrEdIC) we dive into the history of S&P’s performance post-election years, with a focus on how the market fared during Trump’s previous presidency. #FactorPerformance #ExpectIt

[Confluence @ConfluenceTech]

In October, stock market volatility rose, even as stocks briefly hit new highs across the globe. Click here https://t.co/hHA2pAf0u1 to read the October 2024 Factor Performance Analysis
#ExpectIt

[Confluence @ConfluenceTech]

Excited to announce that Revolution has won the award for Best buy-side risk management initiative over the last 12 months at the @waterstech Buy-Side Technology Awards! Learn more here: https://t.co/habYQIw1Ek

#risk #portfolioanalytics #ExpectIt

[Confluence @ConfluenceTech]

Understanding pivotal moments in oil history helps us predict the possible future trajectory of oil prices in an increasingly uncertain world. https://t.co/IG16VNolFL Click to read the article.

[Confluence @ConfluenceTech]

The Q3 Preliminary Plan Universe Performance, the industry’s most granular analytics tool for plan sponsors, is now available. https://t.co/e6MwFKVV92

[Confluence @ConfluenceTech]

Global equities posted gains in Q3 2024 despite experiencing periods of significant volatility throughout the quarter. Read more in the Factor Performance Report here- https://t.co/NINgbXj2Mg

[Confluence @ConfluenceTech]

Japanese equities began the year with steady gains, driven by strong earnings and optimism around wage increases. Read more in our latest report- https://t.co/yhQd9Vihi8

[Confluence @ConfluenceTech]

Exciting news! @AnnexWealth wealth has chosen our Revolution Composites solution.

Read the full press release here: https://t.co/mpD0j6rRr9

#SECMarketingRule #GIPS #composites #wealthmanagement #ExpectIt

[Confluence @ConfluenceTech]

Following a weak U.S. labor market report early in August, the global equity markets experienced volatility. Our latest factor performance analysis (https://t.co/2weoWfTlBS) takes a look at these trends. #ExpectIt #FactorPerformance

[Confluence @ConfluenceTech]

Our webinar is fast approaching. Join subject matter experts from Confluence Technologies and Guardian Performance Solutions for an informative session - 'Practical Strategies for Creating Compliant Performance Advertisements'. Register today: https://t.co/IMgWuHNzax

[Confluence @ConfluenceTech]

Join industry stalwart, Carl Bacon - CIPM, who will host our webinar 'Practical Strategies for Creating Compliant Performance Advertisements. Carl will be accompanied by industry veterans, Amy Jones, Arin Stancil,and Michael Ridderhoff. Register today: https://t.co/IMgWuHNzax

[Confluence @ConfluenceTech]

Download our updated white paper – How Sharp is the Sharpe’s Ratio? This essential resource delves into the Sharpe ratio, a crucial metric for performance analysts and managers, comparing investment returns with associated risks. https://t.co/OPOd60yG1z

[Confluence @ConfluenceTech]

Discover best practices for creating compliant performance advertisements in our upcoming webinar. Learn from the experts and ensure your ads are both effective and compliant. Register now! September 12 | 11AM EST Register Now: https://t.co/IMgWuHNzax

[Confluence @ConfluenceTech]

Join subject matter experts from Confluence Technologies and Guardian Performance Solutions for an informative webinar - 'Practical Strategies for Creating Compliant Performance Advertisements'. Register today: https://t.co/IMgWuHNzax

[Confluence @ConfluenceTech]

How can you create compliant performance advertisements? Join our experts from Confluence Technologies and Guardian Performance Solutions for this informative session. Register now - https://t.co/IMgWuHNzax
#gips #investmentperformance #composites #gipsverifiednumbers

[Confluence @ConfluenceTech]

Don't miss the opportunity to join Confluence Technologies and Guardian Performance Solutions for an insightful webinar exploring ''Practical Strategies for Creating Compliant Performance Advertisements''. Register today: https://t.co/IMgWuHNzax

[Confluence @ConfluenceTech]

The Q2 2024 Confluence Plan Universe Report is now available https://t.co/ZHqJABQMgk

The industry’s most granular analytics tool for plan sponsors, with data sourced directly from over 4,000 institutions, reported relatively flat quarterly performance for defined plans.

[Confluence @ConfluenceTech]

Our Factor Performance Report is out:
https://t.co/B67Pil092T
After reaching new highs early on, global stocks gave back some of their monthly gains in the second half of July.
#FactorPerformance