www.confluence.com Open in urlscan Pro
172.64.153.108  Public Scan

Form analysis
2 forms found in the DOM

GET https://www.confluence.com/

<form role="search" method="get" class="et_pb_searchform" action="https://www.confluence.com/">
  <div>
    <label class="screen-reader-text" for="s">Search for:</label>
    <input type="text" name="s" placeholder="Search..." class="et_pb_s" data-uw-rm-form="fx" aria-label="Search for:">
    <input type="hidden" name="et_pb_searchform_submit" value="et_search_proccess">
    <input type="hidden" name="et_pb_include_posts" value="yes">
    <input type="hidden" name="et_pb_include_pages" value="yes">
    <input type="submit" value="Search" class="et_pb_searchsubmit" data-uw-rm-form="fx" aria-label="Search for:" style="">
  </div>
</form>

GET https://www.confluence.com/

<form role="search" method="get" class="et_pb_searchform" action="https://www.confluence.com/">
  <div>
    <label class="screen-reader-text" for="s">Search for:</label>
    <input type="text" name="s" placeholder="Search..." class="et_pb_s" data-uw-rm-form="fx" aria-label="Search for:">
    <input type="hidden" name="et_pb_searchform_submit" value="et_search_proccess">
    <input type="hidden" name="et_pb_include_posts" value="yes">
    <input type="hidden" name="et_pb_include_pages" value="yes">
    <input type="submit" value="Search" class="et_pb_searchsubmit" data-uw-rm-form="fx" aria-label="Search for:" style="">
  </div>
</form>

Text Content

Skip to main contentEnable accessibility for low visionOpen the accessibility
menu









THIS WEBSITE USES COOKIES

We use cookies to personalize content and ads, to provide social media features
and to analyse our traffic. We also share information about your use of our site
with our social media, advertising and analytics partners who may combine it
with other information that you’ve provided to them or that they’ve collected
from your use of their services. By clicking OK, you consent to our cookies.
View our cookie policy here.
Do not sell or share my personal information
Use necessary cookies only Allow all cookies Show details
OK
Use necessary cookies only Allow selection Allow all cookies
Necessary
Preferences
Statistics
Marketing
Show details
Cookie declaration [#IABV2SETTINGS#] About
 Necessary (20)  Preferences (3)  Statistics (16)  Marketing (22)  Unclassified
(7)
Necessary cookies help make a website usable by enabling basic functions like
page navigation and access to secure areas of the website. The website cannot
function properly without these cookies.

NameProviderPurposeExpiryTypeuw-icon-localescdn.userway.orgUsed to keep settings
on the website's accessibility widget. This helps people with e.g. vision
disabilities to properly navigate the site. PersistentHTML Local
Storageobject(#-#-##:#:#.#)KalturaHolds the users timezone.PersistentHTML Local
StorageCookieConsent [x2]content.confluence.com
CookiebotStores the user's cookie consent state for the current domain1 yearHTTP
Cookievisitor_id#-hash [x3]content.confluence.com
PardotUsed to encrypt and contain visitor data. This is necessary for the
security of the user data. 10 yearsHTTP Cookie__cf_bm [x4]Hubspot
zoominfo.comThis cookie is used to distinguish between humans and bots. This is
beneficial for the website, in order to make valid reports on the use of their
website.1 dayHTTP Cookie_cfuvid [x3]Hubspot
zoominfo.comThis cookie is a part of the services provided by Cloudflare -
Including load-balancing, deliverance of website content and serving DNS
connection for website operators. SessionHTTP Cookieli_gcLinkedInStores the
user's cookie consent state for the current domain180 daysHTTP
CookieJSESSIONIDNew RelicPreserves users states across page requests.SessionHTTP
Cookiecookies.jsAmazonDetermines whether the visitor has accepted the cookie
consent box. This ensures that the cookie consent box will not be presented
again upon re-entry. SessionHTTP Cookie_MGZ_ÜberflipDetects whether website
animated content should be enabled.SessionHTTP
CookievisitorIdws.zoominfo.comPreserves users states across page requests.1
yearHTTP CookiebscookieLinkedInThis cookie is used to identify the visitor
through an application. This allows the visitor to login to a website through
their LinkedIn application for example.1 yearHTTP Cookie

Preference cookies enable a website to remember information that changes the way
the website behaves or looks, like your preferred language or the region that
you are in.

NameProviderPurposeExpiryTypereduxPersistIndexAmazonMaintains website settings
across multiple visits. 7 daysHTTP Cookieloglevelwww.confluence.comMaintains
settings and outputs when using the Developer Tools Console on current
session.PersistentHTML Local
Storagewistia-video-progress-#www.confluence.comContains a timestamp for the
website’s video-content. This allows the user to resume watching without having
to start over, if the user leaves the video or website. PersistentHTML Local
Storage

Statistic cookies help website owners to understand how visitors interact with
websites by collecting and reporting information anonymously.

NameProviderPurposeExpiryType_gaGoogleRegisters a unique ID that is used to
generate statistical data on how the visitor uses the website.2 yearsHTTP
Cookie_ga_#GoogleUsed by Google Analytics to collect data on the number of times
a user has visited the website as well as dates for the first and most recent
visit. 2 yearsHTTP Cookie_gatGoogleUsed by Google Analytics to throttle request
rate1 dayHTTP Cookie_gidGoogleRegisters a unique ID that is used to generate
statistical data on how the visitor uses the website.1 dayHTTP
Cookie__qcaQuantcastCollects data on the user's visits to the website, such as
the number of visits, average time spent on the website and what pages have been
loaded with the purpose of generating reports for optimising the website
content.1 yearHTTP Cookie_dlt [x2]QuantcastSets a unique ID for the session.
This allows the website to obtain data on visitor behaviour for statistical
purposes.1 dayHTTP CookiecollectGoogleUsed to send data to Google Analytics
about the visitor's device and behavior. Tracks the visitor across devices and
marketing channels.SessionPixel TrackerAnalyticsSyncHistoryLinkedInUsed in
connection with data-synchronization with third-party analysis service. 30
daysHTTP CookiereduxPersist%3AlocalStorageAmazonUsed to implement audio-content
from Spotify on the website. Can also be used to register user interaction and
preferences in context with audio-content - This can serve statistics and
marketing purposes. 7 daysHTTP Cookie__qcaIssuuCollects data on the user's
visits to the website, such as the number of visits, average time spent on the
website and what pages have been loaded with the purpose of generating reports
for optimising the website content.PersistentHTML Local
StorageqcSesIssuuCollects data on the user's visits to the website, such as the
number of visits, average time spent on the website and what pages have been
loaded with the purpose of generating reports for optimising the website
content.SessionHTML Local Storagebrowser_idLinkedinUsed to recognise the
visitor's browser upon reentry on the website.5 yearsHTTP
CookieziwsSessionws.zoominfo.comCollects statistics on the user's visits to the
website, such as the number of visits, average time spent on the website and
what pages have been read.SessionHTML Local
StorageziwsSessionIdws.zoominfo.comCollects statistics on the user's visits to
the website, such as the number of visits, average time spent on the website and
what pages have been read.SessionHTML Local Storagewistiawww.confluence.comUsed
by the website to track the visitor's use of video-content - The cookie roots
from Wistia, which provides video-software to websites.PersistentHTML Local
Storage

Marketing cookies are used to track visitors across websites. The intention is
to display ads that are relevant and engaging for the individual user and
thereby more valuable for publishers and third party advertisers.

NameProviderPurposeExpiryType_gcl_auGoogleUsed by Google AdSense for
experimenting with advertisement efficiency across websites using their
services. 3 monthsHTTP Cookiepardot [x3]content.confluence.com
Pardot
www.confluence.comUsed in context with Account-Based-Marketing (ABM). The cookie
registers data such as IP-addresses, time spent on the website and page requests
for the visit. This is used for retargeting of multiple users rooting from the
same IP-addresses. ABM usually facilitates B2B marketing purposes.SessionHTTP
Cookievisitor_id# [x3]content.confluence.com
PardotUsed in context with Account-Based-Marketing (ABM). The cookie registers
data such as IP-addresses, time spent on the website and page requests for the
visit. This is used for retargeting of multiple users rooting from the same
IP-addresses. ABM usually facilitates B2B marketing purposes.10 yearsHTTP
CookieIDEGoogleUsed by Google DoubleClick to register and report the website
user's actions after viewing or clicking one of the advertiser's ads with the
purpose of measuring the efficacy of an ad and to present targeted ads to the
user.400 daysHTTP Cookiepagead/landingGoogleCollects data on visitor behaviour
from multiple websites, in order to present more relevant advertisement - This
also allows the website to limit the number of times that they are shown the
same advertisement. SessionPixel Trackertest_cookieGoogleUsed to check if the
user's browser supports cookies.1 dayHTTP
Cookiepagead/1p-user-list/#GoogleTracks if the user has shown interest in
specific products or events across multiple websites and detects how the user
navigates between sites. This is used for measurement of advertisement efforts
and facilitates payment of referral-fees between websites.SessionPixel
Trackerhs.superstore.laboratory.2277880#defaultHubspotPendingPersistentIndexedDBviral-links/v1/trackingHubspotTracks
the individual sessions on the website, allowing the website to compile
statistical data from multiple visits. This data can also be used to create
leads for marketing purposes.SessionPixel TrackeriutkIssuuRecognises the user's
device and what Issuu documents have been read.SessionHTTP
CookiebcookieLinkedInUsed by the social networking service, LinkedIn, for
tracking the use of embedded services.1 yearHTTP Cookieli_sugrLinkedInCollects
data on user behaviour and interaction in order to optimize the website and make
advertisement on the website more relevant. 3 monthsHTTP CookielidcLinkedInUsed
by the social networking service, LinkedIn, for tracking the use of embedded
services.1 dayHTTP CookieUserMatchHistoryLinkedInUsed to track visitors on
multiple websites, in order to present relevant advertisement based on the
visitor's preferences. 30 daysHTTP Cookielpv#PardotUsed in context with
behavioral tracking by the website. The cookie registers the user’s behavior and
navigation across multiple websites and ensures that no tracking errors occur
when the user has multiple browser-tabs open. 1 dayHTTP
Cookieanchor-website#keyvaluepairsAnchor FMUsed to implement audio-content from
Spotify on the website. Can also be used to register user interaction and
preferences in context with audio-content - This can serve statistics and
marketing purposes.
PersistentIndexedDBanchor-website#local-forage-detect-blob-supportAnchor FMUsed
to implement audio-content from Spotify on the website. Can also be used to
register user interaction and preferences in context with audio-content - This
can serve statistics and marketing purposes.
PersistentIndexedDBmcQuantcastCollects data on the user's visits to the website,
such as what pages have been loaded. The registered data is used for targeted
ads.13 monthsHTTP Cookie

Unclassified cookies are cookies that we are in the process of classifying,
together with the providers of individual cookies.

NameProviderPurposeExpiryTypeuw-uidcdn.userway.orgPendingPersistentHTML Local
Storagecom.spotify.single.item.cache:anchor-public-websiteAnchor
FMPendingPersistentHTML Local StorageES|s4p-hosted|INSTALLATION_IDAnchor
FMPendingPersistentHTML Local StorageES|s4p-hosted|STORAGE_IDAnchor
FMPendingPersistentHTML Local Storageoptimizely-vuidAnchor
FMPendingPersistentHTML Local StoragereduxPersist%3AtutorialAmazonPending7
daysHTTP Cookiesp_tAmazonPendingSessionHTTP Cookie

 [#IABV2_LABEL_PURPOSES#]  [#IABV2_LABEL_FEATURES#]  [#IABV2_LABEL_PARTNERS#]
[#IABV2_BODY_PURPOSES#]
[#IABV2_BODY_FEATURES#]
[#IABV2_BODY_PARTNERS#]
Cookies are small text files that can be used by websites to make a user's
experience more efficient.

The law states that we can store cookies on your device if they are strictly
necessary for the operation of this site. For all other types of cookies we need
your permission.

This site uses different types of cookies. Some cookies are placed by third
party services that appear on our pages.

You can at any time change or withdraw your consent from the Cookie Declaration
on our website.

Learn more about who we are, how you can contact us and how we process personal
data in our Privacy Policy.
Cookie declaration last updated on 10.08.24 by Cookiebot
Search for:
 * Follow
 * Follow
 * Follow


 * Solutions
    * * Performance & Analytics
        Performance, attribution and composites
        
        
         *  * PERFORMANCE & ANALYTICS
              
              From data technology silos to a sophisticated and complete
              portfolio analytics solution, you are empowered with transparent
              and accurate oversight into performance and attribution across the
              organization, giving you the ability to evaluate and enhance your
              investment strategies.
              
              Learn More about Performance & Analytics
              Performance Measurement
              GIPS Compliance
              Attribution
              Style Factor Analysis
              Manager Research
              
              Reporting
              Hosted Portfolio Management
              Fund Performance
              Institutional Plan Analytics & Reporting
              Institutional Plan Data Insights
      
      * Risk
        Multi-asset risk management and analytics
        
        
         *  * RISK
              
              As the demand from clients and regulators for transparency in
              financial and operational risk continues to grow, a sophisticated
              and comprehensive solution is essential to mitigate risk and meet
              regulatory requirements.
              
              Learn More about Risk
              Multi-Asset Risk
              
              Risk Analytics
      
      * Data Technology & Services
        Integrated data management and processing
        
        
         *  * DATA TECHNOLOGY & SERVICES
              
              As the investment management industry deals with ever-present data
              challenges along with increasing demands from clients and
              regulators to provide more detailed data and granular analysis, we
              help our clients transform raw data into meaningful insights,
              providing solutions to complex data challenges.
              
              Learn More about Data Technology & Services
              Investment Data Warehouse
              Data Transformation
              Complex Asset Pricing
              Pricing and Valuation Services
              
              ESG Indices and Benchmarks
              Custom Reporting Solution
              Index Benchmark Services
      
      * Regulatory
        Regulatory risk, compliance and reporting
        
        
         *  * REGULATORY
              
              Empower your team with regulatory insight and flexible data
              automation, comprehensive analytics, and automated output through
              a controlled and auditable system covering all aspects of
              regulatory risk, compliance and reporting. Increase scalability
              and efficiency, while you navigate and comply with complicated
              global regulatory mandates.
              
              Learn More about Regulatory
              Regulatory Compliance
              PRIIPs KID
              Fund Reporting
              Transaction Reporting
              
              Post-Trade Compliance
              Regulatory Reporting
              Investment Monitoring
              Compliance Management
      
      * Investor Communications
        Reporting, disclosures and fact sheets
        
        
         *  * INVESTOR COMMUNICATIONS
              
              Improve efficiency, control and scalability by transforming the
              way you manage investor communications. Through automated content
              creation, publishing and delivery of regulatory disclosures,
              financial reports and shareholder marketing documents, you can
              elevate operational excellence and streamline the delivery of
              investor communications.
              
              Learn More about Investor Communications
              Financial Reporting
              Prospectus
              Tailored Shareholder Reporting
              
              Fact Sheets
              Fund Expense Management
      
      * ESG Solutions
        
        
         *  * ESG SOLUTIONS
              
              ESG data and reporting enables institutional investors and asset
              managers to manage environmental, social and governance (ESG)
              standards and restrictions reliably and efficiently, to comply
              with client investment guidelines, to implement client mandates,
              and to monitor ESG portfolio risks.
              
              Learn More about ESG Solutions
      
      * Private Fund Reporting Platform
        Tailored solutions for private funds
        
        
         *  * PRIVATE FUND REPORTING PLATFORM
              
              Confluence leverages its success by extending tailored solutions
              to private funds, addressing evolving regulations like the Private
              Fund Rule, enhancing compliance effectively.
              
              Learn more about our Private Fund Reporting Platform

 * Services
    * Managed Services
    * Support

 * Clients
    * Asset Owners
    * Asset Service Providers
    * Asset Managers

 * Resources
    * Blog
    * RegTech Hub
    * Reports
    * Case Studies
    * White Papers
    * Videos
    * Podcasts
    * Glossary

 * Events
 * News
 * About
    * Our Story
    * Our People
       * Leadership
   
    * Careers
    * Awards
    * Media Room
    * Social Responsibility
    * Information Security
    * COVID-19

 * Contact
    * Cape Town
    * Ho Chi Minh City
    * London
    * Luxembourg
    * Milan
    * Montreal
    * Paris
    * Pittsburgh
    * Toronto
    * Dublin

 * Log in



Coming soon - The new Confluence brand

Webinar


PRACTICAL STRATEGIES: CREATING COMPLIANT PERFORMANCE ADVERTISEMENTS

Join our webinar with industry experts, led by Confluence and Guardian
Performance Solutions LLC.

Register now



WE ARE CONFLUENCE


EMPOWERING KNOWLEDGE.

We are a global leader in data-driven investment management solutions partnering
with our clients to deliver products and services designed to optimize
efficiency and control.

Learn more about us



0

OVER 1000 CLIENTS USE OUR SERVICES AND SOLUTIONS


0

SERVICING CLIENTS IN 40 COUNTRIES WORLDWIDE


0

THE TOP 10 ASSET MANAGERS RELY ON OUR SOLUTIONS


0

THE TOP 10 SERVICE PROVIDERS RELY ON OUR SOLUTIONS

WHAT WE ARE DOING


LATEST NEWS & RESOURCES


THOUGHTS FROM THE PRICING DESK: TREASURIES SHOULD BENEFIT FROM HIGHLY PROBABLE
SEPTEMBER CUTS

As of the last policy decision in July 2024, the Federal Reserve maintained its
interest rates at a high of 5.25% to 5.50%. However, it is expected that the
U.S. Federal Reserve will lower interest rates by 25 basis points after each of
its final three meetings in 2024, according to the majority of Reuters-surveyed
economists who said a recession is unlikely.

Find Out More

Report


GLOBAL DATA SERVICES: PRODUCT EXPLAINER

Videos


Read more


AN OUTLOOK FOR THE TRAVEL AND TOURISM INDUSTRY

Report

The pandemic paused global exploration, but 2024 is hitting fast forward. Let’s
unpack the trends, challenges, and opportunities shaping the Travel and Tourism
industry. This industry offers various services to cater to travellers,
including package holidays, hotel...

Read more


VOTE FOR CONFLUENCE

Blog


Read more
All Resources


WHO WE WORK WITH


CLIENTS AND INDUSTRIES

Asset Managers
Asset Owners
Asset Service Providers

OUR SOLUTIONS

PERFORMANCE & ANALYTICS

RISK

DATA TECHNOLOGY & SERVICES

REGULATORY

INVESTOR COMMUNICATIONS

INVESTOR COMMUNICATIONS

WHAT WE DO


DATA-DRIVEN SOLUTIONS

We are a global leader in data-driven investment management solutions,
partnering with our clients to deliver products and services designed to
optimize efficiency and control.

Learn more
 * Performance & Analytics
 * Risk
 * Data Technology & Services
 * Regulatory
 * Investor Communications
 * ESG Solutions
 * Private Fund Reporting Platform

PERFORMANCE & ANALYTICS


PERFORMANCE, ATTRIBUTION AND COMPOSITES

From data technology silos to a sophisticated and complete portfolio analytics
solution, you are empowered with transparent and accurate oversight into
performance and attribution across the organization, giving you the ability to
evaluate and enhance your investment strategies.

Learn more
Performance Measurement
GIPS Compliance
Attribution
Reporting
Hosted Portfolio Management
Fund Performance
Style Factor Analysis
Institutional Plan Analytics & Reporting
Institutional Plan Data Insights
Manager Research

RISK


MULTI-ASSET RISK MANAGEMENT AND ANALYTICS

As the demand from clients and regulators for transparency in financial and
operational risk continues to grow, a sophisticated and comprehensive solution
is essential to mitigate risk and meet regulatory requirements.

Learn more
Multi-Asset Risk
Risk Analytics

DATA TECHNOLOGY & SERVICES


INTEGRATED DATA MANAGEMENT AND PROCESSING

As the investment management industry deals with ever-present data challenges
along with increasing demands from clients and regulators to provide more
detailed data and granular analysis, we help our clients transform raw data into
meaningful insights, providing solutions to complex data challenges.

Learn more
Investment Data Warehouse
Data Transformation
Complex Asset Pricing
Pricing Valuation Services
ESG Indices and Benchmarks
Custom Reporting Solution
Index Benchmark Services

REGULATORY


REGULATORY RISK, COMPLIANCE AND REPORTING

Empower your team with regulatory insight and flexible data automation,
comprehensive analytics, and automated output through a controlled and auditable
system covering all aspects of regulatory risk, compliance and reporting.
Increase scalability and efficiency, while you navigate and comply with
complicated global regulatory mandates.

Learn more
Regulatory Compliance
Regulatory Reporting
Post Trade Compliance
PRIIPs KID
Fund Reporting
Investment Monitoring
Transaction Reporting
Compliance Management

INVESTOR COMMUNICATIONS


REPORTING, DISCLOSURES AND FACT SHEETS

Improve efficiency, control and scalability by transforming the way you manage
investor communications. Through automated content creation, publishing and
delivery of regulatory disclosures, financial reports and shareholder marketing
documents, you can elevate operational excellence and streamline the delivery of
investor communications.

Learn more
Financial Reporting
Prospectus
Factsheets
Fund Expense Management
Tailored Shareholder Reporting


DATA-DRIVEN SOLUTIONS

We are a global leader in data-driven investment management solutions,
partnering with our clients to deliver products and services designed to
optimize efficiency and control.

Find out more


PERFORMANCE & ANALYTICS

From data technology silos to a sophisticated and complete portfolio analytics
solution, you are empowered with transparent and accurate oversight into
performance and attribution across the organization, giving you the ability to
evaluate and enhance your investment strategies.

Find out more


RISK

As the demand for transparency continues to grow when it comes to clients and
regulators looking for oversight with regards to financial and operational risk,
a sophisticated and comprehensive risk solution is essential to mitigate risk
and meet regulatory criteria.

Find out more


DATA TECHNOLOGY & SERVICES

As the amount of data within the investment management industry continues to
increase, and there is increasing demand from clients and regulator to provide
detailed and granular analysis, we help you transform your raw data into
meaningful and insightful solutions to complex data challenges.

Find out more


REGULATORY

Empower your team with regulatory insight and flexible data automation,
comprehensive analytics, and automated output through a controlled and auditable
system covering all aspects of regulatory risk, compliance and reporting.
Increase scalability and efficiency, while you navigate and comply with
complicated global regulatory mandates.

Find out more


INVESTOR COMMUNICATIONS

Improve efficiency, control and scalability by transforming the way you manage
investor communications. Through automated content creation, publishing and
delivery of regulatory disclosures, financial reports and shareholder marketing
documents, you can elevate operational excellence and streamline the delivery of
investor communications.

Find out more


REQUEST A DEMO

CONTACT US

REQUEST A


DEMO

COMPLETE THE FORM TO GET STARTED





FOR ENQUIRIES


CONTACT US

COMPLETE THE FORM TO GET STARTED





OUR COMPANY

 * About Confluence
 * Our People
 * Careers
 * Awards
 * Media

SOLUTIONS

 * Performance & Analytics
 * Risk
 * Data Technology & Services
 * Regulatory
 * Investor Communications

QUICK LINKS

 * Resources
 * Events
 * News
 * Support
 * Index Governance

CONFLUENCE FAMILY

 * CSS
 * Investment Metrics
 * ECPI Group

GLOBAL OFFICES

Cape Town
Toronto
Ho Chi Minh City

London
Luxembourg
Dublin

Montreal
Paris

Pittsburgh
Milan

SEARCH CONFLUENCE

Search for:

Copyright © 2024 – Design by Lumisi

Modern Slavery and Human Trafficking Cookie Policy Terms of Use Privacy Notices

Copyright © 2024 – Design by Lumisi

Please ensure Javascript is enabled for purposes of website accessibility