Under GIPS® standards, investment advisors can include non-fee-paying accounts in their performance composites without having to apply a model fee.
The SEC Division of Examinations (“EXAMS”) issued a Risk Alert describing EXAMS’ risk-based approach for selecting registered investment advisers to examine and determining the scope of examinations.
Takeaways from the SEC’s New Private Fund Adviser Rules – Build and Plan for Successful Implementation
The private fund regulatory landscape just got more complex with the August 23 SEC adoption of these long-awaited private fund rules, which were first proposed 18 months ago in the face of industry pushback.
In August, global public equities fell by about 4.3% as measured by the MSCI ACWI, but are still up over 10% this year.
The macroeconomic backdrop holds a paramount influence on driving growth and value factor performances. Among these, interest rates…
This report used Confluence’s Investment Metrics Analyzer, the institutional industry’s mostcomprehensive tool to analyze post-negotiated…
Major global financial institution integrates Confluence’s composites solution for regulatory reporting and uniform performance measurement standards to increase scalability, speed, usability and functionality.
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.
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.
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.
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.
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.
Our latest Q2 factor performance analysis highlights a strong quarter for global public equities. The global economy faced significant challenges entering 2023, yet economic activity proved to be more resilient than economists forecasted.
Utilizing Technology to build value across the fund complex – Fund Intelligence Digital Forum 2020