Follow Confluence Investment Management on Vimeo for the complete Asset Allocation Quarterly Rebalance Presentation series.

Q3 2024 Rebalance Presentation

Q2 2024 Rebalance Presentation

Q1 2024 Rebalance Presentation

Q4 2023 Rebalance Presentation

Q3 2023 Rebalance Presentation

Q2 2023 Rebalance Presentation

Q1 2023 Rebalance Presentation

Q4 2022 Rebalance Presentation

Q3 2022 Rebalance Presentation

Q2 2022 Rebalance Presentation

Q1 2022 Rebalance Presentation

Q4 2021 Rebalance Presentation

Q3 2021 Rebalance Presentation

Q2 2021 Rebalance Presentation

Q1 2021 Rebalance Presentation

Q4 2020 Rebalance Presentation

Q3 2020 Rebalance Presentation

Q1 2023 Rebalance Presentation

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  Q3 2024 Rebalance Presentation

  Members of the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q3 2024, and examine some of the macro factors that influenced the committee's portfolio decisions.
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  Q2 2024 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q2 2024, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q1 2024 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q1 2024, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q4 2023 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q4 2023, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q3 2023 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q3 2023, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q2 2023 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q2 2023, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q1 2023 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q1 2023, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q4 2022 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q4 2022, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q3 2022 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q3 2022, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q2 2022 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q2 2022, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q1 2022 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q1 2022, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q4 2021 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q4 2021, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q3 2021 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q3 2021, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q2 2021 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q2 2021, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.
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  Q1 2021 Rebalance Presentation

  We review our asset allocation process, detail the Q1 2021 changes to the portfolios, and offer a deep dive into the macro environment that underlies our portfolio decisions.
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  Q4 2020 Rebalance Presentation

  We review our asset allocation process, detail the Q4 2020 changes to the portfolios, and offer a deep dive into the macro environment that underlies our portfolio decisions.
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  Q3 2020 Rebalance Presentation

  We review our asset allocation process, detail the Q3 2020 changes to the portfolios, and offer a deep dive into the macro environment that underlies our portfolio decisions.
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  Q1 2023 Rebalance Presentation

  Members from the Confluence Asset Allocation Committee review the firm's asset allocation process, discuss the rationale for portfolio changes in Q1 2023, and offer a deep dive into the macro environment that underlies the committee's portfolio decisions.

These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.