Confluence chosen by Caisse des Dépôts to manage shareholding disclosures


Pittsburgh, PA, June 21st, 2023 – Confluence has won public tender issued by Caisse des Dépôts (CDC) to manage shareholder disclosures, streamline operations and produce regulatory forms in an efficient and timely manner of the Asset Management department of State-owned institution.

The confidence placed in Confluence by the 4th largest institutional investor in France is a recognition of Confluence’s regulatory expertise and knowledge of the French jurisdiction (loi Florange), along with best-in-class function coverage and data management, and also the ability to provide high standard data privacy and security.

As the demand for regulatory transparency increases and the filing period simultaneously decreases (within 5 days in Germany for instance), a scalable and automated reporting solution with extended asset class coverage is fundamental to ensuring consistent oversight of risk and quick response to NCA’s expectations. Implementing solutions that can easily accommodate and deliver reporting to clients and governing bodies is essential in today’s marketplace, where timelines are compressed and regulatory mandates frequently change and require ever-more granular analysis.

Tom Pfister, Managing Director, Compliance, Reporting and Services, Confluence comments:

“This is an exciting deal that stands as a testament to the strength of our platform solutions. Caisse des Dépôts can now deliver quality, regulatory-compliant results with speed, scale and efficiency. This comes at a critical moment – in the face of ever-evolving regulations, firms benefit from implementing solutions that deliver accurate reporting to clients and governing bodies.”

About Confluence

onfluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back offices. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners, asset services, and asset allocators to provide best-of-breed solutions that deliver maximum scalability, speed, and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit

Confluence Media Contact:

Vanja Lakic
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+1 (917) 660-8527