Confluence Technologies has launched Prism Analytics, a solution providing asset managers a range of previously unavailable market information such as channel level flows of assets and revised allocations; actual post-transaction fees by channel, investment type, and vehicle; and public and private mandates won/lost by manager.
Confluence says Prism helps eliminate guesswork, find potential buyers and make sales and marketing efforts more targeted and actionable. Fed by data from Confluence’s PARis platform, Prism aggregates insights from the granular details of 80% of the top 20 consultants, as ranked by P&I on institutional assets, including more than 15,000 institutional plans, 400,000 portfolios, and US$7.5 trillion Assets Under Analysis.
Damian Handzy, managing director, analytics division, Confluence, said: “We’re seeing a growing demand by asset managers for greater insights and transparency on plan investments, including those without disclosure requirements, such as private plans.
“Prism Analytics is the most comprehensive data-driven solution on the market; it gives portfolio managers, research, sales and distribution an advantage through access to unique data, allowing them to understand whether they are playing offence or defence with a given asset class. It can help them decide whether a specific investment vehicle would appeal to their existing clients or be more attractive to newer ones.”
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