Confluence Technologies, a global leader in investment analytics and regulatory reporting solutions, has announced the launch of Style Analytics Fixed Income, expanding its proven equity analytics framework to the traditionally opaque world of fixed income.
Built on Confluence’s trusted holdings-based approach, the new solution brings long-needed transparency to fixed income investing by illuminating critical factors such as credit and interest rate risk, yield characteristics, and derivative exposures. This enhanced clarity empowers institutional investors, wealth managers, and fund selectors to analyze, validate, and communicate portfolio strategies more effectively.
“In equity markets, transparency has long been expected. But fixed income has remained a blind spot—opaque exposures, incomplete holdings files, derivative complexity, and a lack of standardized insights have all posed challenges,” said Chris Smith-Hill, VP of Product at Confluence. “Style Analytics Fixed Income was built to resolve these issues. It gives investors transparency into their managers’ behaviors and offers visual tools designed to help asset managers more clearly communicate portfolio strategies to clients.”
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With growing demands for greater oversight, fund selectors and risk teams are under pressure to demonstrate accountability and build client trust. Style Analytics Fixed Income meets this need with a clear, intuitive interface that supports both technical analysis and investor-friendly storytelling. Its holdings-based analysis, broad OTC derivative coverage, and visual tools — such as the “Fixed Income Skyline” – help reveal portfolio tilts, risk concentrations, and unique exposures at a glance.
“Institutional investors and wealth platforms are under mounting pressure to demonstrate transparency, consistency, and performance. Style Analytics Fixed Income meets this challenge,” added Kathleen Keenan, Chief Product Officer at Confluence. “By putting powerful, standardized fixed income analytics into the hands of fund selectors and risk teams, supporting more informed and timely decision-making.”
The launch reflects Confluence’s commitment to helping firms navigate evolving regulatory demands and market conditions. By delivering centralized, security-level insights and clear portfolio composition details, the platform equips asset managers and investors alike to manage risk more proactively and communicate their value with confidence.
