Confluence Analytics Launches Innovative Suite of ESG-Focused Research, Ranking and Forecasting Tools to Tie ESG Factors to Stock and ETF Performance

Confluence approach includes the most comprehensive set of ESG data available, and for the first time provides a clear link between ESG ratings and returns

PITTSBURGH–(BUSINESS WIRE)–Confluence Analytics, an ESG-focused research firm founded by asset management and financial research industry veterans, is today announcing the launch of a new suite of robust ESG-focused research and rating tools that for the first time allow investors to draw clear links between ESG ratings and the return characteristics of stocks and ETFs.

Assets under management based on ESG mandates have been increasing steadily, but until now the ESG data available to investors had serious limitations,” said Conor Platt, Founder of Confluence Analytics. “Vendors’ ESG rankings and metrics vary widely and are updated inconsistently, so users end up inherently biased by their chosen vendor’s perspective; most ESG data sources are costly and can involve lengthy onboarding processes; and for all the data that the typical vendor provide, they are silent when it comes to providing direct links between ESG ratings and investment returns.”

“With Confluence Analytics,” he continued, “we have solved each of those problems while also allowing investors to understand not only the impact that ESG factors have had on a stock or fund, but what they will have going forward.”

Unlike other ESG data providers, Confluence does not rely on a single source approach for its data, instead partnering with OWLShares to use that firm’s multi-sourced, consensus-based data universe, reducing the effects of latent biases.

Additionally, while most providers focus on risk rankings as their main client offering, Confluence goes further and also offers clients performance rankings, rankings forecasts and alpha forecasts.

Advisors, institutions and asset managers are flooded with ESG data, but too often lack the tools to properly analyze, understand and act on what that data contains,” continued Platt. “We’re providing a lens through which investors can better capture and analyze the impact of ESG factors, uncover hidden risks, and identify investment opportunities they may otherwise have missed.”

Confluence’s new suite of tools is available to RIAs, institutions and asset managers and can be customized to suit specific needs. For more information, please visit https://www.confluenceanalytics.com/.

About Confluence Analytics

Confluence is a fintech firm specializing in ESG-integrated analytics and investment solutions that deliver actionable insights and superior risk-adjusted results. Full product suite includes: ESG Analytics & Return Signals; Systematic Model & Custom Portfolios; as well as Active & Hedge Asset Management.

Learn more at https://www.confluenceanalytics.com/

Contacts

Media:
Chris Sullivan

MacMillan Communications

(212) 473-4442

[email protected]

For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.

For the last half century, thousands of communications professionals have turned to us to deliver their news to the audiences most important to their business through the sources they trust most. Over that time, we've gone from a single office with one full time employee to more than 500 employees in 32 bureaus.