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.

Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from Money Marketing…

Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times.

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.

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.

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.

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”.

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.

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.