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

Series: Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF, starting with Q1 2025 reporting.

Differentiate your investment strategy with Style Analytics
Easily see if a manager is adhering to their stated style.

TabbFORUM Interview with Damian Handzy
TabbFORUM Interview with Damian Handzy and our culture of Innovation

Webinar – Unpacking SEC Amendments to Form PF Sections 1 and 2 Video
The Securities & Exchange Commission (SEC) recently implemented changes to Sections 1 and 2 of Form PF to substantially amend the content and structure of the information reported.

Revolution Performance & Analytics Software Video
Transform your data into actionable insights that align perfectly with your priorities

Q1 2024 Factor Performance Analysis Video
In Q1 2024, global equity markets performed strongly. The US market favored Growth, Volatility, and high Momentum stocks, driven by a clear risk-on factor profile, while Europe saw outperformance in Size and Momentum.

Confluence is proud to announce the New MSCI ESG module in Style Analytics
MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally

Webinar Replay: Find out where to focus your marketing and sales efforts
This webinar is presented by Brendan Cooper & Benjamin Olmstead

Global Factor Performance Expectations for 2024 Webinar
The panel of experts will discuss market views and expectations for 2024 across regions and asset classes