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Confluence @ConfluenceTech

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

Joined February 2014
  • Tweets 2,284
  • Following 354
  • Followers 558
619 Photos and videos
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: bit.ly/3K6FkG8 #ExpectIt
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🚀 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: bit.ly/45Elxqy
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In this article (bit.ly/3AXCfUW) 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
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In October, stock market volatility rose, even as stocks briefly hit new highs across the globe. Click here bit.ly/4fNz0hF to read the October 2024 Factor Performance Analysis #ExpectIt
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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: bit.ly/3Cjb4nP #risk #portfolioanalytics #ExpectIt
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Understanding pivotal moments in oil history helps us predict the possible future trajectory of oil prices in an increasingly uncertain world. bit.ly/4e9no7t Click to read the article.
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The Q3 Preliminary Plan Universe Performance, the industry’s most granular analytics tool for plan sponsors, is now available. bit.ly/4e6pyEx
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Global equities posted gains in Q3 2024 despite experiencing periods of significant volatility throughout the quarter. Read more in the Factor Performance Report here- bit.ly/3zULswz
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Japanese equities began the year with steady gains, driven by strong earnings and optimism around wage increases. Read more in our latest report- bit.ly/3ZVW6hb
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Exciting news! @AnnexWealth wealth has chosen our Revolution Composites solution. Read the full press release here: confluence.com/press-release… #SECMarketingRule #GIPS #composites #wealthmanagement #ExpectIt
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Following a weak U.S. labor market report early in August, the global equity markets experienced volatility. Our latest factor performance analysis (bit.ly/3XitZpA) takes a look at these trends. #ExpectIt #FactorPerformance
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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: bit.ly/3zbvCNL
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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: bit.ly/3zbvCNL
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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. bit.ly/47cUlxX
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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: bit.ly/3zbvCNL
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Join subject matter experts from Confluence Technologies and Guardian Performance Solutions for an informative webinar - 'Practical Strategies for Creating Compliant Performance Advertisements'. Register today: bit.ly/3zbvCNL
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How can you create compliant performance advertisements? Join our experts from Confluence Technologies and Guardian Performance Solutions for this informative session. Register now - bit.ly/3zbvCNL #gips #investmentperformance #composites #gipsverifiednumbers
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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: bit.ly/3zbvCNL
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The Q2 2024 Confluence Plan Universe Report is now available bit.ly/46OeQAI 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.
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Our Factor Performance Report is out: bit.ly/3yH2iP1 After reaching new highs early on, global stocks gave back some of their monthly gains in the second half of July. #FactorPerformance
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