Find the keywords you need.

A curated list of key terms and concepts in institutional investing, fund management, and trading.

Audits

Alternative Funds

API (Application Programming Interface)

Alpha

AUM (Assets Under Management)

Allocator

Beta

Cayman Fund Structure

Cell Shares

Counterparty Risk

Compliance Framework

Custodian

Confluence (trading)

Commitment Period

Diversification

Drawdown

Discretionary Trading

Execution Venue

EP (Equity Protect)

Fund Administrator

Fund Domicile

Fund Setup

Fund Formation

Family Office

Factsheet

FIX Protocol

Fund of Funds

Global Macro

GP-LP Structure

Hedge Funds

Hard Circle

Hard Stop in Hedge Funds

High-Water Mark

Hedge

ISIN Code

Investment Memorandum

KYC/AML

Lock-Up Period

Leverage

Liquidity Providers

Limit Stop

Limit Order

Liquidity

Master-Feeder Structure

Master SPC

Market Sentiment

Market Order

Market Neutral Strategy

Mandate

NAV Reporting

NAV Calculation

Offering Memorandum

Onshore Fund

Offshore Fund

Onboarding

Operational Due Diligence (ODD)

Portfolio

Portfolio Management

Private Equity

Prime Brokerage

Quantitative Strategy

Regulatory Registration

Reporting

Risk Management

Reporting Pack

Subscription Process

Statutory Ring-Fencing

Segregated Portfolio

Segregated Portfolio Company (SPC)

Strategy Provider

Soft Circle

Stress Testing

Soft Stop

Slippage

Sharpe Ratio

Systematic Trading

Segregated Accounts

Subscription & Redemption

Trading Strategy

Track Record Verification

Volatility

Value at Risk (VaR)

NEXT STEPS

Whether you are an allocator seeking differentiated trading strategies or a manager capable of fulfilling institutional mandates, Confluence facilitates introductions between both sides.

View Active Mandates

NEXT STEPS

Whether you are an allocator seeking differentiated trading strategies or a manager capable of fulfilling institutional mandates, Confluence facilitates introductions between both sides.

View Active Mandates

Company

Product

Legal

Confluence Group

Company

Product

Legal

Confluence Group

Mandates

Traders

Contact

Thesis

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