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.

Industry-leading asset servicer to further streamline financial reporting and improve operational efficiency for the benefit of its Private Capital clients across multiple jurisdictions

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.

The Financial Conduct Authority recently published its greatly anticipated consultation on the consumer composite investments (CCI) framework.

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

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.

The comprehensive pricing data increases efficiency in daily and monthly fund NAV calculations for joint clients