Confluence Investment Management: A Global Leader in Data-Driven Solutions for the Investment Industry

The investment industry is facing unprecedented challenges in the 21st century. The rapid growth of data, the increasing complexity of regulations, the rising expectations of investors, and the fierce competition of the market all demand innovative and efficient solutions that can help asset managers and service providers achieve their goals.

Confluence Investment Management is a global technology solutions provider that helps the investment industry solve complex investment data challenges, reduce risk and increase efficiency. Confluence offers a wide range of products and services that address a spectrum of performance and analytics, risk, data, regulatory and investor reporting needs.

History and Vision

Confluence was founded in 1991 in Pittsburgh, PA, by Mark Evans, who envisioned a company that would leverage technology to transform the way investment data is managed and reported. Confluence started with its first product, FundStation®, which automated fund accounting and administration processes. Since then, Confluence has expanded its product portfolio and geographic reach, acquiring several companies and opening offices in the United Kingdom, Europe, North America, South Africa, and Australia.

Confluence has also attracted strategic investments from Polaris Partners in 2006 and TA Associates in 2018, which have enabled Confluence to accelerate its growth and innovation. In 2019, Confluence acquired StatPro, a leading provider of cloud-based portfolio analytics and asset pricing services. In 2021, Confluence acquired Compliance Solutions Strategies (CSS), a leading provider of regulatory reporting and data management solutions. Confluence also acquired Investment Metrics, a leading provider of performance measurement and reporting solutions.

Confluence’s vision is to turn data into financial intelligence that empowers the investment industry to make better decisions and achieve better outcomes. Confluence strives for excellence in everything it does, and its solutions are built to deliver maximum scalability, speed and flexibility to its clients.

Products and Services

Confluence offers a comprehensive suite of products and services that cover the entire investment data lifecycle, from data collection and aggregation to analysis and reporting. Confluence’s products and services include:

• Unity®: A data-centric platform that enables clients to access, validate, enrich, store, and distribute investment data across their organization.
• Unity NXT®: A regulatory platform that automates the production and delivery of regulatory reports for various jurisdictions and regimes, such as Form N-MFP, Form N-PORT/N-CEN, Form PF/CPO-PQR/CTA-PR, AIFMD Transparency Reporting, Solvency II Reporting, PRIIPs KID Production & Delivery Service.
• Revolution: A cloud-based portfolio analytics platform that provides clients with advanced performance measurement, attribution, risk management, asset pricing, ESG analysis, and reporting capabilities.
• Source: A cloud-based data management platform that collects, validates, enriches, and distributes market data from various sources to support portfolio analytics and reporting.
• Delta: A cloud-based performance attribution platform that enables clients to analyze the sources of return for their portfolios across multiple dimensions.
• Infovest: A cloud-based data warehouse solution that integrates data from multiple sources and provides clients with business intelligence tools to support decision making.
• Compliance Solutions Strategies (CSS): A suite of regulatory reporting solutions that help clients comply with various rules and regulations around the world, such as MiFID II/MiFIR Transaction Reporting & Best Execution Analysis Service (TRAction), EMIR Reporting Service (EMIRate), SFTR Reporting Service (SFTRate), Form ADV Reporting Service (ADVise), Form CRS Reporting Service (CRSolve), Form 13F Reporting Service (13File).
• Investment Metrics: A suite of performance measurement and reporting solutions that help clients benchmark their portfolios against various indices and peers, generate customized reports for internal and external stakeholders, and access market intelligence data.

Conclusion

Confluence Investment Management is a global leader in data-driven solutions for the investment industry. Confluence helps its clients solve complex investment data challenges, reduce risk and increase efficiency by providing them with innovative products and services that cover the entire investment data lifecycle. Confluence has a history of excellence and a vision of turning data into financial intelligence that empowers the investment industry to make better decisions and achieve better outcomes.