News

In the News: FundFire: Managers Grapple with ‘Pockets’ of Advisor Resistance to ESG
Asset managers are forging ahead with plans to promote environmental, social and governance strategies to advisors, though some industry consultants warn that demand for ESG is cooling in some advisor channels.

In the News: Net Zero Investor: SDR: A regulatory saviour?
In October last year the UK’s Financial Conduct Authority (FCA) proposed a package of measures aimed at clamping down on greenwashing, initially targeted at the retail investor market.

In the News: Money Marketing: Style rotation is chance for value stocks to show their ESG credentials
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from Money Marketing…

In the News: Asset Servicing Times: Shareholder Rights Panel
Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times.

In the News: ESG Clarity: Time to place ESG ‘underperformance’ in context
Newton’s Third Law of Motion states that for every action there is an equal and opposite reaction. Investing in investments that have sustainability criteria has accelerated in the past decade – there’s now more than $4trn in total global assets.

Communication of the Anniversary of CSS and Investment Metrics Acquisitions
Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve the needs of their clients.

In the News: Ignites: SEC Clarifies Performance Disclosure Questions
Dena Hopkins, CIPM, Senior Analytics Consultant, Confluence, was recently featured in an article from Ignites on the SEC’s clarification on performance disclosures, offering her thoughts on the clarification and what it means for firms.

In the News: Professional Adviser: Firms urged to engage with ‘huge opportunity’ PRIIPs consultation
On 9 December the UK government announced it would repeal the European Union’s packaged retail and insurance-based investment products (PRIIPs) regulation as a “matter of priority”.

In the News: Professional Adviser: Greenwashing — the key differences between FCA and EU regulation
Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based funds and portfolio managers.