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FCA Publishes Final CCI Rules
Almost a year since the initial consultation paper (CP24/30), and several months after the subsequent consultation paper (CP25/9), the FCA’s final Consumer Composite Investments (CCI) rules arrived via Policy Statement (PS25/20) on 8 December 2025.
Beyond Compliance: Insights from the 29th GIPS® conference and what they mean for your firm
Beyond Compliance: Insights from the 29th Annual GIPS®️ conference.
What mattered most at the CFA Institute’s GIPS®️ Standards Conference in Phoenix? Industry expert, Carl Bacon – Chief Advisor at Confluence Technologies – breaks it down for you.
Modernizing alternative fund reporting: From complexity to confidence
You have options — choose the smarter one. You could manage it all in-house, or patch together multiple providers who specialize in one piece of the puzzle. Or you could partner with Confluence—the trusted provider already delivering a modular, market-tested solution across the reporting lifecycle.
Reports
SFDR review – Level 1 text published
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October 2025 Factor Performance Analysis
In October 2025, global equity markets posted modest to strong gains. The Federal Reserve’s decision to implement a 25-basis-point rate cut provided a notable boost to investor confidence, reinforcing risk appetite and supporting global equity valuations.
Q3 2025 Plan Universe Allocation & Return Analysis
AI enthusiasm and Federal Reserve rate cut drive markets Q3 2025
Case Studies
Automating the Monitoring of Market, Liquidity, and Sustainability Risk
A Luxembourg regulated Super ManCo automates the monitoring of market, liquidity and sustainability risk using Confluence Revolution.
Institutional Defined Benefit Plan Targeting
Confluence helped an Asset Management firm define a debt distribution strategy based on client types and sizes, moving to LDI with the Prism Analytics platform.
Top-five global financial institution
Major global financial institution integrates Confluence’s composites solution for regulatory reporting and uniform performance measurement standards to increase scalability, speed, usability and functionality.
White Papers
Co-Sourcing with Confidence: A Smarter Model for Regulatory Resilience
Why leading investment managers are blending control and capacity to meet today’s regulatory reporting demands.
Why Asset Managers Are Embracing Managed Services for Regulatory Reporting
Asset managers face mounting challenges in regulatory reporting and compliance. These complexities demand precise data management, ongoing awareness of regulatory updates, and accurate submission timing.
Investment monitoring and shareholder disclosures
In this overview we examine an important and taxing set of regulatory regimes, imposed by more than 100 countries around the worldand applying generally to firms wherever domiciled.
Videos
After the Alert – November 2025
Welcome to the November 2025 edition of After the Alert
After the Alert – October 2025
Welcome to the October 2025 edition of After the Alert
