Confluence is offering a complimentary analysis to help you understand how to best position your fund to the marketplace, and help you:
- Understand how asset owners and consultants view your fund
- Drill into your strengths and weaknesses versus your peers
- Discover your factor advantage
- Uncover intended and unintended exposures
- Differentiate your strategy from key competitors
Fill out the form to let us know more about you and your fund, and we will schedule a time to deliver the competitive analysis and walk you through the findings.
Here's an example of the type of analysis we will provide:
- The fund highlighted by the square on the Style Analytics SkylineTM stands out among its peers in the Global Large Cap Growth Peer group.
- The manager ranks in the first quartile in both Growth and Quality factors, focusing on Sales Growth 5Y, Forecast Growth 12M as well as profitability-based Quality metrics, Return on Equity and Net Profit Margin, representing a distinct Quality-Growth profile.
- This contrasts sharply with their key competitor highlighted by the triangle. While having similar exposures to targeted factors in Sales Growth 5Y and Forecast Growth 12M, the fund rank as a low outlier in the profitability-based Quality metrics, Return on Equity and Net Profit Margin.
- Additionally, the competitor (triangle) ranks as a high outlier in Volatility.
- Using the Style Analytics SkylineTM allows us to identify that the key competitor offers a similar level of Growth, but with a higher risk and lower Quality profile.
The information provided by Confluence Technologies, Inc. and our affiliates (“we,” “us,” or “our”) on www.confluence.com or www.invmetrics.com (the “Sites”) is for general information purposes only. Our services and all information, content, and materials included on the Sites are provided by us on an “as is” and “as available basis. We make no representations of any kind, express or implied, as to the information, content, and materials included on the Sites. To the fullest extent permissible by law, we disclaim all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. To the fullest extent permissible by law, we will not be liable for any damages of any kind arising from any information, content, or materials on the Sites, including, but not limited to, direct, indirect, incidental, punitive, and consequential damages.