Baird, the employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, has selected PARis, the portfolio analytics solution from Confluence. PARis will enable Baird to service its institutional clients with data aggregation efficiencies, analytics, and flexible reporting capabilities to support different institutional client types on a single platform.
With PARis, data collection is automated from custodians, record-keepers, and relevant market reference data providers. Baird can perform returns- and holdings-based analyses, performance and holdings-based attribution analyses, peer comparison, and benchmarking at the total portfolio, asset class, and manager levels across all investment types. With over 200 report templates with built-in analytics, the plan results can be easily communicated with standard and customisable reports on a historical or rolling-period basis.