News
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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. Confluence’s Chief Strategy Officer, Sanjoy Chatterjee, and Matt Calabro, Executive Director of Compliance Services, offer their insight on the matter in a new article […]
Feb 20, 20231 min readRead more -
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. Known as the Sustainability Disclosure Requirements (SDR), among the measures were three dedicated sustainable investment labels (Sustainable Impact, Sustainable Focus and Sustainable Improvers) as well as disclosure […]
Feb 16, 20231 min readRead more -
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 which he discusses how markets are experiencing a style rotation from growth to value and how the environmental, social and governance (ESG) framework is set to spread to stocks on the value side.
Feb 10, 20231 min readRead more -
Asset servicing times: Shareholder rights panel
Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times, providing his insights on recent developments in the shareholder rights sphere.
Feb 09, 20231 min readRead more -
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. With this massive capital transfer into ESG investments, there’s been an increasing backlash to the […]
Jan 27, 20231 min readRead more -
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 with a more comprehensive and innovative set of solutions for their complex investment data challenges.
Jan 19, 20233 min readRead more -
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.
Jan 17, 20231 min readRead more -
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”. It launched a consultation to seek views on an alternative framework for the disclosure with the FCA at the helm. Shane Flatman, Confluence’s Senior Product Manager – Compliance, Reporting […]
Dec 16, 20221 min readRead more -
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”. It launched a consultation to seek views on an alternative framework for the disclosure with the FCA at the helm. Shane Flatman, Confluence’s Senior Product Manager – Compliance, Reporting […]
Dec 16, 20221 min readRead more