Confluence

Defined benefit plans posted their first negative quarter since Q4 2024 — a median return of -0.81% — as Middle East conflict roiled global markets in March. But the bigger story is allocation. Top quartile plans held nearly 4x the equity exposure of bottom quartile plans. Endowments & Foundations led all plan types. Corporate plans, heavily weighted to fixed income, lagged. The full picture, drawn from 4,000+ institutions, is in our Q1 2026 Plan Universe Report. 📊 https://bit.ly/4fyXhed #DefinedBenefit #PlanSponsor #AssetAllocation #InstitutionalInvesting #ExpectIt

Struggling to get your GIPS® reports over the finish line? Check out our on-demand webinar, Simplifying the last mile of GIPS reporting, and listen to experts from Confluence, Diamond Hill, Allspring Global Investments, and ACA Group share practical strategies for GIPS reporting using automation, cloud-based workflows, and more efficient data management. Watch here: https://bit.ly/48WD5yL #GIPS #Compliance #PerformanceAttribution #ExpectIt

We're having a fantastic day filled with insightful conversations, new connections, and exciting discussions about the future of digital transformation and innovation in fund operations at the Adminovate Conference in Dublin. It was great seeing Domenic Ionadi, our Global Head of Sales, participate in the "Business Leaders on the AI-Driven Future of Oversight" session, detailing what we're seeing in the market around AI and how our AI-driven Confluence Rex solution accelerates data reconciliation and unlocks insights from financial and regulatory documents. Looking forward to continuing the conversations and building on the momentum from today’s event. #Adminovate #FundOperations #AI #ExpectIt

Today is Double Donation Day for the Expect Miracles Distance Challenge! $150,000 in matching funds is available, so every online gift made today will be doubled until the funds are exhausted. Let’s go further together to leave cancer behind. Donate to team Confluence here: https://lnkd.in/gQeMiB5w Thank you for going the distance with EMF and helping make every dollar count twice. Expect Miracles Foundation - Financial Services Against Cancer #EMFDistanceChallenge #iExpectMiracles #cancerisntfree #defycancer

We had a great experience at the Informa UCITS & AIFMD Dublin Conference in Dublin today. It was very interesting to hear how firms are managing the growing complexity across reporting, governance, and operations, and how they are adapting to ongoing regulatory change in Europe. Thanks to all who stopped by our booth today. There was no shortage of insightful conversations, and it was great connecting with everyone. #UCITSAIFMDDUBLIN #UCITS #AIFMD #Compliance #RegTech #ExpecIt

Missed our shareholder disclosure reforms webinar last week? Watch it on demand to hear our experts break down the latest regulatory developments in the UK, Japan, and Australia, the operational challenges they entail, and practical strategies for staying compliant in an increasingly complex global environment. Key topics include: ✔️ Emerging shareholder disclosure trends ✔️ Regulatory enforcement and transparency expectations ✔️ Global alignment across disclosure regimes ✔️ Best practices for reducing compliance risk and improving oversight Whether you’re in compliance, legal, operations, or regulatory reporting, this session offers valuable insights to help your team prepare for what’s ahead in 2026. Watch here: https://bit.ly/4sLIL5O #Compliance #RegTech #ShareholderDisclosure #RegulatoryReporting #ExpectIt

Global equity markets rebounded strongly in April 2026 after the broad risk-off selloff in March, with all major regions posting sharp improvements in performance. Discover more market trends and learn which sub-factors to watch in our April 2026 Factor Performance Report: https://bit.ly/4u9Lsjl #Equities #FactorInvesting #MarketInsights #ExpectIt

Private markets have evolved rapidly, but operational infrastructure hasn’t kept pace. In a new article for Wealth Management, Rob Norcross, VP of Product, PARis, shares perspectives on the growing need for better data, reporting, and operational scalability across alternatives investing. Read the full article here: https://lnkd.in/eetD7TG7 #PrivateMarkets #AlternativeInvestments #WealthManagement #FinTech #ExpectIt

We're looking forward to the Adminovate Conference next week in Dublin! Domenic Ionadi, Confluence's Global Head of Sales, will discuss how AI is reshaping fund operations on the panel "Business Leaders on the AI-Driven Future of Oversight". For those attending, don't miss this session and be sure to stop by our booth for a chat with our team and some swag. #Adminovate #FundOperations #AI #ExpectIt

This month, Confluence is proud to be a Cornerstone Sponsor of the 7th Annual EMF Distance Challenge — and we're bringing our team along for the ride (run, or walk). The EMF Distance Challenge is an eight-day virtual event running May 12–19, where participants cycle, run or walk to raise money for life-saving cancer research. 100% of every dollar raised goes directly to Expect Miracles Foundation's mission — funding breakthrough cancer research and providing financial grants to young adult cancer survivors. Our team members each have personal fundraising pages (check out the comments). Every mile, every kilometre. Every dollar, euro or pound. It adds up. Expect Miracles Foundation - Financial Services Against Cancer #EMFDistanceChallenge #ExpectMiracles #CancerResearch #Confluence #TeamConfluence