News

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.

In the News: Reg 13D-G Compliance: the SEC ‘Modernizes’ Large Shareholder Reporting
SEC ‘Modernizes’ Large Shareholder Reporting. Greg Hotaling, Regulatory Content Manager at Confluence breaks down the new rule, offering clarity to a complex ruling.

In the News: Banking Risk & Regulation: Banks form ‘contingency units’ ahead of possible China-Taiwan conflict
Damian Handzy, Confluence’s Managing Director, Analytics, was recently featured in an article in Banking Risk and Regulation…

In the News: Three Trends for 2024: Unstructured Data versus Rising Regulation
Driven by the SEC’s busy agenda and economic headwinds such as bank failures, 2023 is proving to be another turbulent year.

Press Release: Confluence Launches Prism Analytics – Providing Asset Managers with First-of-its-kind Insights on Public and Private Plans
Institutional Asset Managers Can Leverage Granular, Actionable Intelligence on Channel Level Flows, Actual post-transaction Fees, and Mandates Won / Lost by Manager

Press Release: Announcing Liability Reporting in the Portfolio Analytics and Reporting (PARis) product
PARis Liability Reporting offers robust pension liability calculations and analytics. It is seamlessly integrated into the PARis platform’s report books.