Confluence Launches Style Analytics Fixed Income, Bringing Transparency to a Traditionally Opaque Asset Class
Built with the same holdings-based philosophy that has earned the trust of asset managers and fund selectors across equity markets, Style Analytics Fixed Income provides transparency across credit risk, interest rate risk, yield, and derivative exposures, enabling institutions to analyze and communicate fixed income strategies more effectively.
'In equity markets, transparency has long been expected. But fixed income has remained a blind spot—opaque exposures, incomplete holdings files, derivative complexity, and a lack of standardized insights have all posed challenges,' said Chris Smith-Hill, VP of Product at Confluence. 'Style Analytics Fixed Income was built to resolve these issues. It gives investors transparency into their managers' behaviors and offers visual tools designed to help asset managers more clearly communicate portfolio strategies to clients.'
The platform's value lies in its ease of interpretation. It is designed to communicate effectively with sophisticated experts and non-industry stakeholders alike through standardized metrics that support meaningful fund comparison. Style Analytics Fixed Income offers holdings-based analysis, expansive OTC derivative coverage, and intuitive visual storytelling tools such as the 'Fixed Income Skyline,' which highlight the tilts and risk concentrations of a portfolio. This streamlines portfolio analysis and supports client confidence by enabling independent validation of strategies and exposures, especially during due diligence conversations and peer comparisons.
'Institutional investors and wealth platforms are under mounting pressure to demonstrate transparency, consistency, and performance. Style Analytics Fixed Income meets this challenge,' said Kathleen Keenan, Chief Product Officer at Confluence. 'By putting powerful, standardized fixed income analytics into the hands of fund selectors and risk teams, supporting more informed and timely decision-making.'
Confluence's solution responds to changing market conditions and regulatory scrutiny by offering a centralized view of security-level exposures, portfolio compositions, and derivative impacts. Firms are now better equipped to manage risk and articulate their value to clients.
Style Analytics Fixed Income is now available globally. To learn more or request a demo, visit .
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