Confluence has developed an ESG Factor Playbook for encouraging outperformance whether going long or short equities.

There exists a lop-sided relationship in public company carbon emissions: 20% of the capital allocation produces over 80% of the emissions. Given that fact, the potential opportunities for investors were highly intriguing to us.

Introducing Confluence's Multi-Factor ESG Indices of US Large Caps. We blend our ESG Signals, Price Momentum and other factors to lower risk and improve impact.

Our team has developed a comprehensive set of heatmaps that show our ESG Signals in action.

Using our proprietary data and analytics, we produced a 2020 Year-End ESG Summary report.

Our report using November (2020) data that shows how certain ESG factors and strategies affect performance.

Confluence’s CEO, Conor Platt, was featured in a recent article on CNBC’s website. To read the article, click here.

Our snapshot (Dec. 2020) report that looks at how widely held US and International ETFs stack up in terms of certain E-S-G factors.

Confluence's CEO, Conor Platt, guides viewers through his firm's analytical methodology and illustrates how to use their online interactive tools to make ESG data actionable in terms of both impact and performance.

Confluence's CEO, Conor Platt, leads viewers through his firm's analysis of proprietary ESG performance metrics and what they reveal about publicly-traded companies' (for non-US companies only) stock performance.

Confluence Analytics's CEO, Conor Platt, delivers a recap of the 1H20 performance of stocks from an ESG and market return perspective. The report proves our ESG rankings added value for investors, and it shows our tools make it easy for clients to combine our ESG Signals with other metrics — like Price Momentum.

Confluence Analytics's CEO, Conor Platt, uses his firm's proprietary online platform to show how ESG Factors and Price Momentum come alive while analyzing the QQQs ETF.

Confluence’s CEO, Conor Platt, was featured in a May 2020 issue of Barron’s. To read the article, you may either visit the magazine’s website or view a PDF of the text.

CEO of Confluence, Conor Platt, gives a video demonstration of our ESG Signal Methodology to show its effectiveness at overcoming the inherent costs and complexities of ESG data.

Our founder and CEO, Conor Platt, was recently interviewed on the ETF Prime podcast where he talked about ESG data, its evolving nature and growing importance. To listen to Conor’s comments, please visit the URL below or click here.

https://etfstore.com/confluence-analytics-conor-platt-discusses-esg-data/

Signals Deliver an Edge

Give a baseball player signals that predict whether or not the next pitch is likely to be a curveball and there’s a good chance he will significantly improve his batting average (let’s assume there’s no cheating involved). Similarly, an active equity manager with access to signals about whether key risk factors for a stock are improving or worsening, and whether those factors will likely have a positive or negative effect on alpha over the next 12 months, would have a real (and perfectly legal) advantage.

Asset Management’s Biggest Trend: ESG Integration

The esteemed Business Roundtable recently underscored the key role of ESG by redefining a corporation’s purpose to include serving all stakeholders because “it is the only way to be successful over the long term.” Hence, it is accepted that ESG factors impact every business, thereby affecting every investor and investment strategy. But what does that mean, in practical terms?

ESG Is All About Performance, Not Just Values

Our basic premise: any strategy, whether fundamentals-driven or quantitative, has an ESG component that affects performance. The ability to identify positions with hidden ESG risk leads to better performance – whatever your values.

Putting ESG to Work

Environmental, Social, and Governance (“ESG”) are the prime categories for measuring the sustainability of a company’s practices. They also hold useful, though hard-to-find, insights.