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

Global
Joined February 2014
Introducing Confluence POINT. AI-enabled automation running within and alongside the solutions you trust. → Documents validated against source in minutes → Performance and risk in plain English, in Excel And it keeps growing across the suite. 👉 bit.ly/4hEaljO #AI
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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 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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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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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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