List of Confluence Investment Metrics ESG Analytics Customers
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Since 2010, our global team of researchers has been studying Confluence Investment Metrics ESG Analytics customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Confluence Investment Metrics ESG Analytics for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Confluence Investment Metrics ESG Analytics for Portfolio and Investment Performance and Planning include: Vontobel, a Switzerland based Banking and Financial Services organisation with 2302 employees and revenues of $1.76 billion, Diakonie Kropp Germany, a Germany based Non Profit organisation with 1800 employees and revenues of $150.0 million, HSBC Asset Management, a United Kingdom based Banking and Financial Services organisation with 548 employees and revenues of $124.0 million and many others.
Contact us if you need a completed and verified list of companies using Confluence Investment Metrics ESG Analytics, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Diakonie Kropp Germany | Non Profit | 1800 | $150M | Germany | Confluence Technologies | Confluence Investment Metrics ESG Analytics | Portfolio and Investment Performance and Planning | 2022 | n/a |
In 2022, Diakonie Kropp Germany implemented Confluence Investment Metrics ESG Analytics. The deployment targets Portfolio and Investment Performance and Planning and was positioned to centralize investment reporting, ESG analytics, and planning workflows for the organization’s finance and treasury functions.
The Confluence Investment Metrics ESG Analytics implementation was configured to deliver core portfolio analytics, ESG scoring and reporting, performance attribution, scenario planning, and centralized dashboards and data consolidation capabilities typical of the Portfolio and Investment Performance and Planning category. Configuration work emphasized structured investment metadata, standardized ESG indicators, and automated reporting views to support stewardship and governance workflows.
This implementation sits alongside operational CGM SOZIAL deployments that Diakonie Kropp uses for HR duty rostering and client billing administration in Schleswig Holstein, reflecting parallel systems for care operations and financial oversight. Operational scope targeted group-level investment reporting and governance for a Germany based nonprofit of approximately 1,800 employees and reported revenue of 150000000, with rollout and governance focused on centralized oversight and standardized ESG policy alignment rather than operational HR or client administration integration.
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HSBC Asset Management | Banking and Financial Services | 548 | $124M | United Kingdom | Confluence Technologies | Confluence Investment Metrics ESG Analytics | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, HSBC Asset Management adopted Confluence Investment Metrics ESG Analytics as an early adopter of Investment Metrics DeltaZoom and Portfolio Analyzer capabilities. Confluence Investment Metrics ESG Analytics, in the Portfolio and Investment Performance and Planning category, was implemented to accelerate root-cause analysis of factor exposure changes during investment review and due diligence and to support manager monitoring and ESG analytics workflows.
The deployment emphasized the factor-based change analysis module originally marketed as DeltaZoom and the Portfolio Analyzer capabilities, enabling factor exposure decomposition, multi-portfolio comparison and portfolio-level factor attribution workflows. Confluence Investment Metrics ESG Analytics was configured to surface driver-level explanations for factor shifts and to support analyst-led decomposition during periodic manager monitoring and due-diligence processes.
Operational scope focused on finance and investments processes within HSBC Asset Management, targeting investment review, manager monitoring and due-diligence workflows. The adoption is referenced in Investment Metrics 2021 press materials and the product mapping reflects the post-acquisition alignment to Confluence Investment Metrics ESG Analytics, with the primary objective to speed root-cause analysis of factor exposure changes for investment review and due-diligence.
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Vontobel | Banking and Financial Services | 2302 | $1.8B | Switzerland | Confluence Technologies | Confluence Investment Metrics ESG Analytics | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Vontobel implemented Confluence Investment Metrics ESG Analytics within its asset management organization. The deployment targeted portfolio-level factor and ESG analytics to support investment reporting and to help win mandates across Europe.
The implementation leverages Investment Metrics Style Analytics and Portfolio Analyzer capabilities now branded under Confluence Investment Metrics, providing portfolio analysis, factor change analysis and ESG metric computation. Functional modules implemented include style analytics, portfolio analysis and factor change analysis workflows that feed investment review and client reporting processes.
The solution is applied by finance and investments teams and is aligned with Portfolio and Investment Performance and Planning use cases, supporting portfolio-level analytics and commercial tendering activities in Europe. Implementation details and the role of these modules in operational workflows are documented in vendor case material.
Module attribution to Confluence is based on Investment Metrics product pages following the 2021 acquisition, and the deployment is described in the vendor testimonial material. Confluence Investment Metrics ESG Analytics therefore represents the named application supporting Vontobel Asset Management for Portfolio and Investment Performance and Planning focused on factor and ESG analytics.
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