News

In the news: FCA CCI framework – A step backwards for investment companies?
Lewis Davison, Senior Product Manager and William MacLeod, Managing Director at Gravis discuss FCA’s recent CCI consultation, which closed on 20 March 2025, that raises serious concerns with respect to its approach to cost disclosure.

Press Release: BNP Paribas’ Securities Services Business Selects Confluence Unity Financial Reporting Platform to Automate Private Capital Operations
Industry-leading asset servicer to further streamline financial reporting and improve operational efficiency for the benefit of its Private Capital clients across multiple jurisdictions

In the News: Flexible retail disclosure has positives, but CCI framework comes with ‘dangerous quirk’
Lewis Davison , Senor Product Manager, explores some of the nuances around the FCA’s new retail disclosure framework with Christian Mayes at Portfolio Adivser.

In the News – Lewis Davison | SFDR: A year of anticipated changes and improvements
Lewis Davison, Senior Product Manager at Confluence shares his insights with Institutional Asset Manager on the European Union’s Sustainable Finance Disclosure Regulation (SFDR), and the challenges that lay ahead.

In the News: Lewis Davison – FCA’s CCI Framework in the FT Adviser
The Financial Conduct Authority recently published its greatly anticipated consultation on the consumer composite investments (CCI) framework.

Greg Hotaling shared his insights on the 13f-2 delay
The 13f-2 delay is making waves in the industry, and our own Greg Hotaling shared his insights with Traders Magazine.

In the news: The Drawdown
Damian Handzy, Managing Director, Confluence Analytics, was quoted in this article by the Drawdown around adherence to the GIPS®️ standard in private equity, and how it might help the industry with its perceived lack of transparency.

Press Release: Confluence Awarded Best Solution for Buy-Side Regulatory Compliance by A-Team Group
The award recognizes Confluence’s industry-leading compliance expertise and best-in-class suite of regulatory compliance solutions.

Press Release: Confluence Launches Evaluated Fixed Income Pricing Data Feed on Snowflake Marketplace
The comprehensive pricing data increases efficiency in daily and monthly fund NAV calculations for joint clients