News
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Investment Week: FCA and EU greenwashing regulations: Key differences
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. Greg Hotaling, Regulatory Content Manager, Confluence, reflects on the proposal and its differences with current EU regulation in an article for Investment Week.
Nov 24, 20221 min readRead more -
A-Team Insight: Liquidity Risk Spotlight: Increased Regulatory Scrutiny is Our Biggest Threat
Inflation and interest rate spikes, the likes of which we haven’t seen in a generation, can cause serious market dislocations and liquidity crunches. Damian Handzy, Confluence’s Managing Director – Performance, Analytics & Risk, has a new blog post on A-Team Insight that discusses how one could argue the long-term impact of regulation is positive, but […]
Nov 22, 20221 min readRead more -
Thomson Reuters: ESG reporting for financial institutions: What is in store for 2023?
As world leaders gather for the United Nations Framework Convention on Climate Change’s (UNFCCC) annual conference — this year COP27, held in Egypt from November 6-18 with about 100 heads of state in attendance — the financial sector is busily preparing for detailed environmental, social and governance (ESG) reporting in the European Union as well […]
Nov 17, 20221 min readRead more -
Citywire: This is what SFDR should have done. Investors back UK regulator’s greenwashing rules
Just as investors thought they had their heads around European green funds rules, the UK’s FCA has revealed the proposals for its own sustainability disclosure regime. Confluence’s Regulatory Content Manager, Greg Hotaling, offers his thoughts on how the UK proposal differs from the EU rules and how the proposal could shape better outcomes for clients […]
Nov 02, 20221 min readRead more -
Confluence’s composites solution chosen by Madison Investments
Pittsburgh, PA, October 20, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (“Madison”). The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluence’s composite solution to streamline its processes and enhance its client offering. […]
Oct 20, 20222 min readRead more -
Money Marketing: ESG becomes a political battleground in the US
Enthusiasm for ESG in the US is markedly less than in Europe, with certain states dismissive of ‘whimsical notions of a utopian tomorrow’. Environmental, social and governance (ESG) metrics in the US have never been as established as they are within Europe. Confluence’s Managing director – Performance, Risk and Analytics, Damian Handzy is featured in […]
Oct 18, 20221 min readRead more -
ICE & Confluence to offer integrated ESG solutions for enhanced SFDR compliance reporting
ATLANTA and LONDON — September 27, 2022 — Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology, and market infrastructure, and Confluence, a global leader in analytics and regulatory compliance reporting solutions for the investment management industry, announced that Confluence will leverage ICE’s Environmental, Social and Governance (ESG) data as part of its […]
Sep 27, 20222 min readRead more -
Confluence’s ESG solution sees accelerated client growth in 2022 following integration of capabilities from recent acquisitions
Pittsburgh, PA, August 2, 2022 – Confluence Technologies, Inc. “Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment insight and regulatory challenges, announced today that its ESG solution is seeing significant industry adoption following the integration of capabilities through the successful acquisitions of Investment Metrics and Compliance Solutions Strategies (CSS). In the first […]
Aug 02, 20222 min readRead more -
Markets Media – ESG Strategy: Think Regulation, Data, and Budget
In the absence of ESG regulations, investment managers have latitude to define relevant ESG factors when marketing their strategies. Such lack of standards can lead to “greenwashing “- or making claims that a strategy is more sustainable than it is. But the end of that era may be coming soon
Jul 10, 20221 min readRead more