News
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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.
May 02, 20242 min readRead more -
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…
Mar 28, 20241 min readRead more -
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.
Mar 25, 20242 min readRead more -
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.
Mar 14, 20241 min readRead more -
Outlook 2024: Todd Moyer, Confluence
What trends are getting underway that people may not know about but will be important? 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. As private funds come under scrutiny, their current risk and regulatory […]
Jan 02, 20243 min readRead more -
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.
Dec 14, 20233 min readRead more -
Confluence creates private funds reporting platform
Todd Moyer, President and Chief Operating Officer at Confluence, shares the Confluence solution to the new reporting requirements for Private Funds due to the SEC’s Private Fund Rules.
Dec 13, 20231 min readRead more -
Confluence announces partnership with Manaos to provide SFDR reporting solution
Pittsburgh, PA, December 12, 2023 –Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, 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. Under the partnership, […]
Dec 12, 20232 min readRead more -
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.
Dec 06, 20231 min readRead more