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More Than Compliance: Setting the Scene for the Next Phase of RegTech

As the RegTech space continues to mature, focus is shifting from the what to the how – that is, from simply being compliant to identifying how asset managers and service providers can leverage technology to refine existing compliance and reporting procedures and execute them with efficiency, precision and cost-effectiveness.

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Articles

More Than Compliance: Setting the Scene for the Next Phase of RegTech

More Than Compliance: Setting the Scene for the Next Phase of RegTech

As the RegTech space continues to mature, focus is shifting from the what to the how – that is, from simply being compliant to identifying how asset managers and service providers can leverage technology to refine existing compliance and reporting procedures and execute them with efficiency, precision and cost-effectiveness.

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Adapting Smoothly to SEC Rule 18f-4

Adapting Smoothly to SEC Rule 18f-4

To modernize the regulatory framework covering derivatives, and to address how both derivatives themselves and the risks they pose to investors have changed, the SEC has fundamentally changed the rules.

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Case Studies

Top-five global financial institution

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.

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London-based wealth manager

London-based wealth manager

Revolution empowers the performance team at a London-based wealth manager to build valuable, long-term relationships with 1000’s of clients through delivering more detailed reports.

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National Australia Bank

National Australia Bank

Confluence’s cloud-based performance measurement and portfolio analytics solution, Confluence Revolution, facilitates National Australia Bank in reducing the turnaround time for delivering performance and risk analytics to stakeholders.

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White Papers

Multi-Period Contribution Analysis

Multi-Period Contribution Analysis

Download our latest whitepaper which demonstrates through worked examples how, why and where totals’ reconciliation differences can arise multi-period. Authored by Ian Thompson, PhD., Chief Performance Advisor, StatPro and Paul Giles, Owner, Teachins.

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Market Liquidity Risk: A Scenario Based Approach

Market Liquidity Risk: A Scenario Based Approach

Dario Cintioli, Managing Director, explains the Confluence approach for measuring liquidity risk. The traditional problem of liquidity risk is that the data needed for calibrating these models is only available for liquid instruments, trading on a regular basis and for which books of bid/ask and volumes are available.

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Fixed Income Methodology

Fixed Income Methodology

Confluence uses a number of external sources for bond prices, foreign exchange and curves, including the trading desks of major investment dealers and banks. The Confluence dealer network represents the top professionals in their respective sectors.

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Videos

GIPS Breakfast Briefing

GIPS Breakfast Briefing

On 11 May 2017, StatPro hosted a GIPS® Breakfast Briefing in London about the GIPS 20/20 update. Industry professionals discussed the upcoming update’s implications for organisations, and what concerns people in the industry have.

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