Resources
Blog
Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 and 2 of Form PF, starting with Q1 2025 reporting.
Market reaction during historic political crises in Europe provides key insights ahead of French election
French markets are bracing for significant volatility following President Emmanuel Macron’s announcement to dissolve parliament and call for fresh elections.
Integrated multi-factor risk engine raises Revolution Analytics to new high
With the new Confluence-Northfield partnership, Revolution users gain seamless access to world-leading multi-factor risk attribution and performance analysis.
Reports
Q2 Preliminary Plan Universe Performance
During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%.
New in RegTech: Enhanced transaction reporting leans on tech, Proposed customer ID rules for US advisers, ESG reporting changes in Europe & Latest US adviser compliance tips
Enhanced transaction reporting leans on tech
Proposed customer ID rules for US advisers
ESG reporting changes in Europe
Latest US adviser compliance tips
SPECIAL EDITION: RegTech Report: U.S. Supreme Court Checks Regulator Power
Welcome to our Special Edition on the U.S. Supreme Court’s recent landmark set of rulings impacting the SEC and other federal agencies.
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
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.
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.
Videos
Vlog 1: How to Research Shareholder Disclosure
How to Research Shareholder Disclosure
Series: Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF, starting with Q1 2025 reporting.
Differentiate your investment strategy with Style Analytics
Easily see if a manager is adhering to their stated style.