Resources
Blog
Automate Regulatory Reporting with Confluence Omnia
Firms are challenged to keep up with regulatory changes from SEC mandatesto revised regulatory reporting frameworks throughout EMEA and APAC.
Women in Focus – Kirsten Garrett
We are honouring Women’s History Month with our blog series, which features the powerful stories and inspiring voices of some of Confluence’s remarkable women.
Diversity in Investing: Why the Lack of Women in Asset Management Hurts Us All
The asset management industry, a cornerstone of global finance, has long been criticized for its glaring gender disparity.
Reports
February 2025 Factor Performance Analysis
February began with rising concerns over a potential global trade war, fuelled by threats of tariffs on U.S. imports from Canada and Mexico. U.S. equity markets showed mixed performance amid ongoing economic uncertainties.
New in RegTech: Rule 13f-2 and Form PF Deadline Extensions; Redefining UK Retail Disclosures; Data Insights: Biodiversity, Ultra-long Bonds, Tariffs
On February 7, 2025, the SEC announced a temporary exemption from compliance with Rule 13f-2 and reporting on Form SHO, whereby institutional investment managers must disclose their short positions meeting certain thresholds
Q4 2024 Plan Universe Allocation & Return Analysis
The Q4 2024 Confluence Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported another robust quarter for defined benefit plans.
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.
Videos
Confluence Omnia: Product Explainer
ON-DEMAND WEBINAR: What do asset owners want from performance and risk analytics right now?
In this Confluence webinar moderated by The Investment Association, we delved into the critical topic of modeling and operationalizing performance and risk analytics for multi-asset plans.
Shareholder Disclosure and Managed Holdings
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