News
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BNP Paribas’ Securities Services Business selects Confluence Unity Financial Reporting platform to automate private capital operations
Industry-leading asset servicer to further streamline financial reporting and improve operational efficiency for the benefit of its Private Capital clients across multiple jurisdictions
Apr 09, 20252 min readRead more -
FCA CCI framework – A step backwards for investment companies?
Lewis Davison, Senior Product Manager and William MacLeod, Managing Director at Gravis discuss FCA’s recent CCI consultation, which closed on 20 March 2025, that raises serious concerns with respect to its approach to cost disclosure.
Apr 09, 20251 min readRead more -
Flexible retail disclosure has positives, but CCI framework comes with ‘dangerous quirk’
Lewis Davison , Senor Product Manager, explores some of the nuances around the FCA’s new retail disclosure framework with Christian Mayes at Portfolio Adivser.
Mar 18, 20251 min readRead more -
Lewis Davison | SFDR: A year of anticipated changes and improvements
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.
Feb 26, 20251 min readRead more -
Lewis Davison – FCA’s CCI framework in the FT Adviser
The Financial Conduct Authority recently published its greatly anticipated consultation on the consumer composite investments (CCI) framework; a proposal that promises to significantly overhaul the current landscape of retail investment disclosure.
Feb 17, 20251 min readRead more -
The Drawdown
Damian Handzy, Managing Director, Confluence Analytics, was quoted in this article by The Drawdown about adherence to the GIPS® standard in private equity, and how it might help the industry with its perceived lack of transparency.
Dec 09, 20241 min readRead more -
Confluence awarded best solution for buy-side regulatory compliance by A-Team Group
The award recognizes Confluence’s industry-leading compliance expertise and best-in-class suite of regulatory compliance solutions.
Nov 22, 20242 min readRead more -
Confluence launches Evaluated Fixed Income Pricing data feed on Snowflake Marketplace
The comprehensive pricing data increases efficiency in daily and monthly fund NAV calculations for joint clients.
Nov 12, 20242 min readRead more -
Confluence’s Revolution solution recognized as best buy-side risk management initiative by Waters Technology
Confluence celebrates its fourth award win, underscoring its position as the best-in-class and most comprehensive risk analytics offering in the market.
Nov 08, 20242 min readRead more