Resources
Blog
Aite Matrix: Fixed Income Attribution and Analytics
This excerpt from an Aite Impact Report details the Aite Group vendor assessment framework, the market and it’s players, and why Confluence was selected as Best-in-Class for Fixed Income Attribution and Analytics.
Confluence Connect: Issue 2
As we begin to see the pandemic in our rearview mirror, we still see some of the same old requirements on the road ahead – reducing costs and operational risks, improving data quality, and delivering compelling and worthwhile products to our customers.
The Next Phase of RegTech: Automation, Consistency and More
It’s no secret that the 2008 financial crisis served as a major turning point for asset managers and in particular their compliance and regulatory oversight teams.
Articles
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.
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.
How Asset Managers Can Thrive in an ESG-Focused World
For the past decade, the inclusion of Environmental, Social and Corporate Governance (ESG) criteria has become a leading trend in the financial industry, deeply changing the stock picking and allocation process of asset managers.
Case Studies
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.
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.
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.
White Papers
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.
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.
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.
Videos
Watch: We are Confluence
Watch: The New Confluence
Mark Evans, Founder & CEO of Confluence, explains the new Confluence brand.
Asset Service Providers – Challenges and Opportunities
Andrew Peddar, StatPro Group COO, discusses the opportunities and challenges facing Asset Service Providers and their middle office outsourcing services.