Videos
ON-DEMAND WEBINAR: What do asset owners want from performance and risk analytics right now?
In this Confluence webinar moderated by The Investment Association, we delved into the critical topic of modeling and operationalizing performance and risk analytics for multi-asset plans.

Shareholder Disclosure and Managed Holdings
Key Global Insights from Aosphere’s Faye Sutherland

How SEI Uses Factors to Perform Manager Due Diligence

Vontobel analyzes factor changes with DeltaZoom

AI-Powered Confluence Rex: Product Explainer
Rex automates data reconciliation between TSRs and other financial documents, delivering efficiency, accuracy and, cost savings.

Why Aberdeen Standard relies on Peer Insights/Similyzer

Webinar Replay: Practical Strategies: Creating Compliant Performance Advertisements
This webinar is presented by Brendan Cooper & Benjamin Olmstead

Global Data Services: Product Explainer

Position Limits: Finding the Spot Effective Period
Position Limits: Finding the Spot Effective Period

How to Research Shareholder Disclosure
How to Research Shareholder Disclosure