News
Press Release: Confluence Partners with Northfield to Enhance Multi-Factor Risk and Performance Attribution Analytics
The strategic partnership will allow Confluence Revolution users to easily utilize improved multi-factor attribution analytics for risk and performance.
In the News: Should Outsourced Chief Investment Officers (OCIOs) Comply with the New GIPS Standards?
Navigating the evolving landscape of Outsourced Chief Investment Officers (OCIOs) within the realm of the Global Investment Performance Standards (GIPS®) is a pertinent concern in the financial sphere.
Press Release: Confluence integrates MSCI ESG Research data into its Style Analytics solution
The new ESG module for Confluence’s Style Analytics solution enables asset managers and fund selectors to analyze, compare, and enhance their portfolios in an increasingly complex investment landscape.
In the News: Climate Rule Had ‘No Chance in Court’ sans Materiality: Ex-SEC Exec
Greg Hotaling, regulatory content manager at Confluence, provides his input on the SEC’s final climate disclosure rule in this FundFire article
In the News: Outlook 2024: Todd Moyer, Confluence
The new SEC Private Fund Rule will start to have an impact in 2024. We will see more visibly the convergence of private and public markets that some have predicted.
In the News: Confluence Creates Private Funds Reporting Platform
Confluence solution to the new reporting requirements for Private Funds due to the SEC’s Private Fund Rule.
Press Release: Confluence’s Proven Reporting Platform Addresses New Reporting Requirements of Private Fund Rule
The platform solves unprecedented private fund data challenges while delivering accuracy and efficiency to the private fund industry.
Press Release: Confluence Announces Partnership with Manaos to Provide SFDR Reporting Solution
Confluence, today announced a partnership with Manaos, a modular platform built to simplify how institutional investors centralise portfolio data, connect ESG information, and report on the sustainability of their investment.
In the News: Are Institutional Investment Managers Ready for the SEC Short Sale Rule?
Aspasia Latsi, International Regulatory Analyst at Confluence breaks down the Short Selling rule, offering practical advice for how to comply.