Latest news with #ChrisSmith-Hill
Business Wire
02-07-2025
- Business
- Business Wire
Confluence Launches Style Analytics Fixed Income, Bringing Transparency to a Traditionally Opaque Asset Class
PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, a global leader in data-driven investment analytics and regulatory reporting solutions, today announced the launch of Style Analytics Fixed Income, extending its trusted equity analytics capabilities into the fixed income universe. 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 .
Yahoo
15-05-2025
- Business
- Yahoo
Allspring Selects Confluence Style Analytics to Gain Factor-Based Insights
Leading asset management firm leverages factor analysis with improved data-driven analytics PITTSBURGH, May 15, 2025--(BUSINESS WIRE)--Confluence Technologies, Inc. ("Confluence"), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced that Allspring Global Investments™ has selected its Style Analytics solution for enhanced transparency and improved competitive intelligence analysis for factor-based portfolio insights. A leading independent global asset management firm with over $605 billion in assets under advisement*, Allspring will leverage Style Analytics to provide institutional investors and consultants with a clear, third-party independent perspective on its equity products, reinforcing trust and facilitating data-driven conversations with its clients. Furthermore, Allspring will be able to offer clients instant visibility into factor exposures, gaining in-depth competitive intelligence and portfolio differentiation. "Allspring's selection of Style Analytics underscores the growing need for objective, factor-based insights," said Chris Smith-Hill, Vice President of Product, Style Analytics at Confluence. "By integrating our solution, Allspring will further differentiate its portfolios with a clear demonstration of how its products align with investor expectations." With Style Analytics, Allspring can access custom peer group analysis, gaining competitive intelligence that is based on factor comparisons and identifying key differentiators in portfolio positioning. As asset managers face increasing pressure for differentiation, justification of fees, and demonstration of value, robust analytics is becoming essential for success. For more information about Confluence Style Analytics and other performance, attribution, and risk analytics solutions, visit About Allspring Allspring Global Investments™ is an independent asset management firm with more than $600 billion in assets under advisement*, over 20 offices globally, and investment teams supported by 390+ investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit *As of March 31, 2025. Figures include discretionary and non-discretionary assets. About Confluence: Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with ~700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit View source version on Contacts Confluence Media Contact: Elia LevitinCognitoconfluence@ +1 (917) 456 6351 Sign in to access your portfolio
Business Wire
15-05-2025
- Business
- Business Wire
Allspring Selects Confluence Style Analytics to Gain Factor-Based Insights
PITTSBURGH--(BUSINESS WIRE)-- Confluence Technologies, Inc. ('Confluence'), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced that Allspring Global Investments™ has selected its Style Analytics solution for enhanced transparency and improved competitive intelligence analysis for factor-based portfolio insights. A leading independent global asset management firm with over $605 billion in assets under advisement*, Allspring will leverage Style Analytics to provide institutional investors and consultants with a clear, third-party independent perspective on its equity products, reinforcing trust and facilitating data-driven conversations with its clients. Furthermore, Allspring will be able to offer clients instant visibility into factor exposures, gaining in-depth competitive intelligence and portfolio differentiation. 'Allspring's selection of Style Analytics underscores the growing need for objective, factor-based insights,' said Chris Smith-Hill, Vice President of Product, Style Analytics at Confluence. 'By integrating our solution, Allspring will further differentiate its portfolios with a clear demonstration of how its products align with investor expectations.' With Style Analytics, Allspring can access custom peer group analysis, gaining competitive intelligence that is based on factor comparisons and identifying key differentiators in portfolio positioning. As asset managers face increasing pressure for differentiation, justification of fees, and demonstration of value, robust analytics is becoming essential for success. For more information about Confluence Style Analytics and other performance, attribution, and risk analytics solutions, visit About Allspring Allspring Global Investments™ is an independent asset management firm with more than $600 billion in assets under advisement*, over 20 offices globally, and investment teams supported by 390+ investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit *As of March 31, 2025. Figures include discretionary and non-discretionary assets. About Confluence: Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with ~700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit
Yahoo
15-05-2025
- Business
- Yahoo
Allspring Selects Confluence Style Analytics to Gain Factor-Based Insights
Leading asset management firm leverages factor analysis with improved data-driven analytics PITTSBURGH, May 15, 2025--(BUSINESS WIRE)--Confluence Technologies, Inc. ("Confluence"), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced that Allspring Global Investments™ has selected its Style Analytics solution for enhanced transparency and improved competitive intelligence analysis for factor-based portfolio insights. A leading independent global asset management firm with over $605 billion in assets under advisement*, Allspring will leverage Style Analytics to provide institutional investors and consultants with a clear, third-party independent perspective on its equity products, reinforcing trust and facilitating data-driven conversations with its clients. Furthermore, Allspring will be able to offer clients instant visibility into factor exposures, gaining in-depth competitive intelligence and portfolio differentiation. "Allspring's selection of Style Analytics underscores the growing need for objective, factor-based insights," said Chris Smith-Hill, Vice President of Product, Style Analytics at Confluence. "By integrating our solution, Allspring will further differentiate its portfolios with a clear demonstration of how its products align with investor expectations." With Style Analytics, Allspring can access custom peer group analysis, gaining competitive intelligence that is based on factor comparisons and identifying key differentiators in portfolio positioning. As asset managers face increasing pressure for differentiation, justification of fees, and demonstration of value, robust analytics is becoming essential for success. For more information about Confluence Style Analytics and other performance, attribution, and risk analytics solutions, visit About Allspring Allspring Global Investments™ is an independent asset management firm with more than $600 billion in assets under advisement*, over 20 offices globally, and investment teams supported by 390+ investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit *As of March 31, 2025. Figures include discretionary and non-discretionary assets. About Confluence: Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with ~700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit View source version on Contacts Confluence Media Contact: Elia LevitinCognitoconfluence@ +1 (917) 456 6351 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
