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Technologies Search for: Follow Follow Follow Solutions Private Fund Reporting Platform Tailored solutions for private funds Private Fund Reporting Platform Confluence leverages its success by extending tailored solutions to private funds, addressing evolving regulations like the Private Fund Rule, enhancing compliance effectively. Learn more about our Private Fund Reporting Platform Performance & Analytics Performance, attribution and composites Performance & Analytics From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Learn More about Performance & Analytics Performance Measurement GIPS Compliance Attribution Style Factor Analysis Manager Research Reporting Hosted Portfolio Management Fund Performance Institutional Plan Analytics & Reporting Institutional Plan Data Insights Risk Multi-asset risk management and analytics Risk As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements. Learn More about Risk Multi-Asset Risk Risk Analytics Data Technology & Services Integrated data management and processing Data Technology & Services As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges. Learn More about Data Technology & Services Investment Data Warehouse Data Transformation Complex Asset Pricing Pricing and Valuation Services ESG Indices and Benchmarks Custom Reporting Solution Index Benchmark Services Regulatory Regulatory risk, compliance and reporting Regulatory Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates. Learn More about Regulatory Regulatory Compliance PRIIPs KID Fund Reporting Transaction Reporting Post-Trade Compliance Regulatory Reporting Investment Monitoring Compliance Management Investor Communications Reporting, disclosures and fact sheets Investor Communications Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. Learn More about Investor Communications Financial Reporting Prospectus Tailored Shareholder Reporting Fact Sheets Fund Expense Management ESG Solutions ESG Solutions ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks. Learn More about ESG Solutions Services Managed Services Support Clients Asset Owners Asset Service Providers Asset Managers Resources Blog Reports Case Studies White Papers Videos Podcasts Glossary Events News About Our Story Our People Leadership Careers Awards Media Room Social Responsibility Information Security COVID-19 Contact Cape Town Ho Chi Minh City London Luxembourg Milan Montreal Paris Pittsburgh Toronto Log in Solutions Private Fund Reporting Platform Confluence leverages its proven global regulatory solution to address the Private Fund Rule and other evolving regulations, enhancing compliance effectively. Learn More We are Confluence Empowering Knowledge. We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. Learn more0 Over 1000 clients use our services and solutions 0 Servicing clients in 40 countries worldwide 0 The top 10 asset managers rely on our solutions 0 The top 10 service providers rely on our solutions What we are doing Latest News & Resources Q1 2024 Plan Universe Allocation & Return Analysis Report The Q1 2024 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported the strongest quarterly performance for defined plans in three years. read more April 2024 Factor Performance Analysis Report Q1 2024 Preliminary Plan Universe PerformanceApril 25th, 2024During the first quarter of 2024 U.S. equity markets posted strong returns as the economy continues to show resilience although inflation remains above 3% and the federal reserve is unlikely to cut interest... read more Decoding the SEC’s Latest Form PF Amendments: What You Need to Know Before the March 2025 Deadline Blog The SEC’s latest changes to Form PF are here, and they’re shaking things up in a major way for US private fund advisors. Forget business as usual—these changes require a holistic review of existing reporting methodologies and processes. This represents a significant... read more Updates to Form PF: Sections 1 and 2 Resources , White Papers read more All Resources Who we work with Clients and industries Asset Managers Asset Owners Asset Service Providers Our Solutions Performance & Analytics Risk Data Technology & Services Regulatory Investor Communications Investor Communications What We Do Data-Driven Solutions We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control. Learn more Performance & Analytics Risk Data Technology & Services Regulatory Investor Communications Performance & Analytics Performance, attribution and composites From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Learn more Performance Measurement GIPS Compliance Attribution Reporting Hosted Portfolio Management Fund Performance Style Factor Analysis Institutional Plan Analytics & Reporting Institutional Plan Data Insights Manager Research Risk Multi-asset risk management and analytics As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements. Learn more Multi-Asset Risk Risk Analytics Data Technology & Services Integrated data management and processing As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges. Learn more Investment Data Warehouse Data Transformation Complex Asset Pricing Pricing Valuation Services ESG Indices and Benchmarks Custom Reporting Solution Index Benchmark Services Regulatory Regulatory risk, compliance and reporting Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with...