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.

Greg Hotaling, regulatory content manager at Confluence, provides his input on the SEC’s final climate disclosure rule in this FundFire article

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.

Confluence solution to the new reporting requirements for Private Funds due to the SEC’s Private Fund Rule.

The platform solves unprecedented private fund data challenges while delivering accuracy and efficiency to the private fund industry.

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.

Aspasia Latsi, International Regulatory Analyst at Confluence breaks down the Short Selling rule, offering practical advice for how to comply.

SEC ‘Modernizes’ Large Shareholder Reporting. Greg Hotaling, Regulatory Content Manager at Confluence breaks down the new rule, offering clarity to a complex ruling.

Damian Handzy, Confluence’s Managing Director, Analytics, was recently featured in an article in Banking Risk and Regulation…