Confluence (company)

Confluence Partners with Northfield to Enhance Multi-Factor Risk and Performance Attribution Analytics

Retrieved on: 
Thursday, May 2, 2024
Consulting, Professional Services, Finance, Partnership, Risk assessment, Confluence (company), Risk, Revolution, Risk management

The partnership offers Confluence Revolution users seamless access to multi-factor attribution analytics for risk and performance, based on award-winning Northfield models.

Key Points: 
  • The partnership offers Confluence Revolution users seamless access to multi-factor attribution analytics for risk and performance, based on award-winning Northfield models.
  • They are looking for a comprehensive tool that can easily provide in-depth factor level analysis of both risk and performances,” said Damian Handzy, Managing Director, Analytics at Confluence.
  • “That’s why we set out to partner with Northfield, to enhance our award-winning risk modelling and performance attribution capabilities with additional insight of a multi-factor approach."
  • These benefits have made factor driven risk assessment and performance attribution predominant methodologies among sophisticated investors since the 1970s.”
    Confluence’s Revolution Performance platform provides investment professionals with in-depth performance attribution and risk analytics services.

Confluence Integrates MSCI ESG Research Data Into Its Style Analytics Solution

Retrieved on: 
Monday, March 25, 2024
Technology, Finance, Consulting, Banking, Professional Services, Data Analytics, Data Management, Environmental, Social and Governance (ESG), Asset Management, Other Professional Services, Research, Style, ESG, MSCI, Confluence (company), United Nations, Confluence, Data analysis

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics.

Key Points: 
  • Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics.
  • “Style Analytics’ integration of MSCI’s comprehensive ESG data marks a significant step to help our clients make informed investment decisions and achieve sustainable growth.”
    The overlay of MSCI ESG Research data into Style Analytics allows for drill-down capabilities, fund-of-funds capabilities for United Nations SDGs, and analytics, alongside factor analysis on a simple, intuitive user interface.
  • Style Analytics’ MSCI drill-down module comes at a time of growing interest in sustainability and ESG investing and the resultant need for ESG data and technology.
  • To learn more about Style Analytics’ module featuring MSCI ESG Research data, including the onboarding process, initial consultation, platform demonstration, data integration, and training, please contact Confluence by visiting our website at confluence.com/StyleMSCI .

Confluence’s Proven Reporting Platform Addresses New Reporting Requirements of Private Fund Rule

Retrieved on: 
Thursday, December 14, 2023
Professional Services, Data Management, Data Analytics, Technology, Finance, Consulting, Banking, Data collection, Data management, Privatization fund, AI, Confluence (company), Face, Confluence, Bank

Confluence’s reporting platform has for decades enabled the investment management industry to meet regulatory and shareholder reporting needs.

Key Points: 
  • Confluence’s reporting platform has for decades enabled the investment management industry to meet regulatory and shareholder reporting needs.
  • “Our market-leading reporting capabilities give the private fund industry the power to address the incredibly onerous undertaking of Private Fund Rule reporting,” said Todd Moyer, President and Chief Operating Officer at Confluence.
  • Confluence’s Private Fund Reporting Platform fulfills periodic reporting obligations seamlessly while ensuring that annual, interim, and quarterly reports are generated from the diverse data sets, offering consistency and efficiency in compliance efforts.
  • To learn more about how Confluence’s Private Fund Reporting platform or request a demo, please visit www.confluence.com/solutions/private-fund-reporting-platform

Walker & Dunlop Arranges Sale of $161 Million Luxury Community in Denver

Retrieved on: 
Wednesday, October 25, 2023
Commercial Building & Real Estate, Communications, Construction & Property, Public Relations, Investor Relations, Sale, Walker & Dunlop, Confluence (company), Multimedia, Commercial property

Walker & Dunlop, Inc. announced today that it arranged the sale of Zia Sunnyside Apartments for $161,000,000.

Key Points: 
  • Walker & Dunlop, Inc. announced today that it arranged the sale of Zia Sunnyside Apartments for $161,000,000.
  • The property is a 434-unit, Class A apartment community, conveniently located at the first light rail station north of Denver in the Sunnyside neighborhood.
  • Walker & Dunlop is a leader in multifamily property sales, having completed nearly $20 billion in property sales volume in 2022.
  • Over the same period, Walker & Dunlop originated $44 billion in debt financing volume, including lending over $36 billion for multifamily properties.

Confluence Launches Prism Analytics – Providing Asset Managers with First-of-its-kind Insights on Public and Private Plans

Retrieved on: 
Tuesday, September 26, 2023
Finance, Data Analytics, Professional Services, Asset Management, Fintech, Fed, Disclosure, Confluence, Prism, Research, Consultant, P&I, Confluence (company), Investment, Corporation, Financial adviser

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider driving the investment management industry to gain greater insights from data, announced today the launch of Prism Analytics.

Key Points: 
  • Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider driving the investment management industry to gain greater insights from data, announced today the launch of Prism Analytics.
  • Prism assists in eliminating guesswork, finding potential buyers and making sales and marketing efforts more targeted and actionable.
  • “We’re seeing a growing demand by asset managers for greater insights and transparency on plan investments, including those without disclosure requirements, such as private plans,” says Damian Handzy, Managing Director, Analytics Division, Confluence.
  • Challenges such as understanding the type of institutional plans that are most profitable or how asset managers perform against their peers in retaining assets.

The LGL Group Chairman Marc Gabelli Announces the Election of Two Independent Board Members and the Appointment of Co-CEO Timothy Foufas to Help Build Value Across Multiple Industries

Retrieved on: 
Tuesday, August 15, 2023
Professional Services, Engineering, Manufacturing, Finance, Other Manufacturing, Machinery, ARK, BS, Chairperson, State Street Corporation, Mizuho Securities, Trust, Wall Street, MBA, Research, LGL, Credit Suisse, Georgetown University, Economics, Syracuse University, Confluence (company), Institution, Partner, Trustee, Acquisition Management System, Associate, Citigroup, NYSE, Credit Suisse First Boston, Management, Security (finance), Boston College

Marc Gabelli, LGL Chairman added, “We are delighted that both Ms. DeRemer and Mr. Francois have joined our board, and that Tim Foufas has moved into management.

Key Points: 
  • Marc Gabelli, LGL Chairman added, “We are delighted that both Ms. DeRemer and Mr. Francois have joined our board, and that Tim Foufas has moved into management.
  • Herve offers 20 plus years’ experience in technology investing as well as broad financial analysis acumen.
  • In addition, the Company announced that Timothy Foufas, a long time LGL Board member, has joined the company as Co-CEO, as Michael Ferrantino transitions from management to the Board.
  • “The additions of Darlene and Herve are part of the Company’s value building activities,” furthered Marc Gabelli.

Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry

Retrieved on: 
Thursday, June 29, 2023
Software, Banking, Accounting, Professional Services, Fintech, Data Management, Technology, Asset Management, Artificial Intelligence, Data Analytics, Finance, Consulting, Confluence, Confluence (company), AI, LLM, Language, TSR, Management

(“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems.

Key Points: 
  • (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems.
  • As the first application, the Confluence innovation lab applies Large Language Models (LLM) to solve reconciliation challenges from the SEC’s Tailored Shareholder Reports (TSR).
  • Chris Evans, Chief Technology Officer at Confluence, commented: “Confluence has a long history of solving complex challenges for the investment management industry.
  • Our innovation lab was established to explore use cases for AI and other innovative technologies that deliver real value for our clients.

TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference

Retrieved on: 
Thursday, May 18, 2023
ARK, Diamond, CSS, Investment, Confluence (company), Reindeer, RIA, Ark Invest, Social media, Oasis, SS, Baldwin, Nitrogen, RIAS, FCI, Financial adviser

GAINESVILLE, Fla. and TAMPA, Fla., May 18, 2023 /PRNewswire/ -- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced details for its annual SYNERGY conference, which kicks off in Tampa, Fla., May 31-June 2. The conference marks the first time the company has hosted its annual gathering of RIAs in the Tampa Bay area since expanding its offices outside Gainesville, Fla., in 2020. The SYNERGY23 theme "Accelerate" focuses on insights, services, and solutions designed to propel RIA operations and growth.

Key Points: 
  • TradePMR plans to make good on its initiatives announced at the 2022 conference – including the launch of a new Fusion user experience.
  • Attendees will have access to one-on-one training and a preview of new workflows, integrations, and the advisor learning center.
  • The conference's diverse agenda aims to provide RIAs with valuable insights and information designed to help accelerate their firm's growth.
  • We look forward to hearing their questions, goals, and how TradePMR can better support their needs.

DFIN to Participate in the 18th Annual Needham Technology & Media Conference

Retrieved on: 
Monday, May 8, 2023
CFO, DFIN, Press, Conference, NYSE, Donnelley Financial Solutions, Confluence (company)

CHICAGO, May 8, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will participate in the 18th Annual Needham Technology & Media Conference in New York on May 16, 2023.

Key Points: 
  • CHICAGO, May 8, 2023 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will participate in the 18th Annual Needham Technology & Media Conference in New York on May 16, 2023.
  • Dan Leib, CEO, and Dave Gardella, CFO will participate in a fireside chat at 8:45 AM EST.
  • A link to the live webcast of the fireside chat will be available on the Company's Investor Relations home page at investor.dfinsolutions.com .
  • For those unable to listen live, a webcast replay will be archived on DFIN's Investor Relations website after the call.

Confluence, Backed by Clearlake Capital and TA Associates, Welcomes Longtime Asset Management Executive Joan Binstock to Board of Directors

Retrieved on: 
Monday, April 24, 2023
Technology, Finance, Consulting, Fintech, Other Technology, Accounting, Professional Services, Software, Other Professional Services, Operation, Duke University School of Medicine, Lord, New York University Stern School of Business, Binghamton University, Business, Independent director, MBA, Multimedia, Organization, Confluence (company), TA Associates, Growth, Bronx High School of Science, Management, Confluence

("Confluence"), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors.

Key Points: 
  • ("Confluence"), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors.
  • Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”).
  • View the full release here: https://www.businesswire.com/news/home/20230424005158/en/
    Joan Binstock joins Confluence Technologies board of directors (Photo: Business Wire)
    Ms. Binstock brings more than 30 years of experience in the asset management industry.
  • Ms. Binstock previously held several executive leadership positions, including as Partner, Chief Financial and Operations Officer at Lord, Abbett & Co. LLC.