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Navigating the UK’s Short Selling and Position Limits Reforms in 2025
The UK’s financial landscape is evolving with significant regulatory changes in short selling and position limits set to take effect in 2025 and 2026.
Investors Need a Stronger Fixed Income Analytics Framework
Thanks to the evolution of both holdings-based and returns-based analysis, investors have benefited from decades of growing transparency in equity markets.
5 Key Challenges of ECB’s Reporting Changes
European Central Bank (ECB) updates to investment fund statistical reporting is bringing new operational and strategic challenges to European fund administrators in 2025
Reports
New in RegTech: Policy in Flux: Where Regulation Stalls, Accelerates, and Evolves
With the current administration signaling a shift in regulatory tone, many in financial services expected a sharp turn away from the regulatory expansion of recent years.
Q1 2025 Plan Universe Allocation & Return Analysis
Fixed Income Allocations Drive Defined Benefit Plan Performance as Uncertainly Impacts Markets Q1 2025
April 2025 Factor Performance Analysis
Market volatility spiked to post-pandemic highs in early April, but a partial recovery followed the announcement of a 90-day pause on tariff hikes.
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
Navigating the SEC’s New Rule 13f-2 and Its Impact on Short-Selling Compliance
The SEC’s adoption of Rule 13f-2 marks a significant shift in the way institutional investment managers must report short-selling activities.
Updates to Form PF: Sections 1 and 2
The SEC’s latest changes to Form PF are here, and they’re shaking things up in a major way for US private fund advisors.
ESG Sustainability Stress Testing
The integration of climate risk (or more generally sustainability risk) stress testing into long-term business strategy and governance is key, as it will incorporate sustainability assessments into the risk appetite framework of institutions.
