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

Confluence celebrates its fourth award win, underscoring its position as the best-in-class and most comprehensive risk analytics offering in the market.

Aspasia Latsi, Regulatory Analyst at Confluence, was recently quoted in FinOps Report, discussing the breadth of 13f-2 reporting, and the urgency of complying.

Both teams ranked in the awards’ world top 50 for innovation, exceptional leadership, and contributions to the broader industry.