ESG investing is still evolving and will continue to do so for years to come. As part of that evolution, ESG frameworks are emerging to standardize the reporting and disclosure of ESG metrics across as many as 140 jurisdictions around the world, with the EU’s Sustainable Finance Action Plan (SFAP) leading the way.

Download our latest whitepaper to learn about key challenges of PRIIPs KID, best practices and end-to-end capabilities needed to meet the requirements.

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.

Rule 22e-4 is specifically aimed at quantifying liquidity risk in most mutual fund and ETF portfolios – particularly, the risk of a fund being unable to meet redemption requests without significant impact on its remaining investors. The regulation comes with a host of challenges leaving fund managers looking for an efficient, scalable solution.

In the post-Solvency II world, asset managers with insurance clients are grappling with additional layers of complexity. In addition to incorporating the cost of capital into the asset allocation process, they are also required to fulfill an extensive set of reporting obligations, leading them to partner with external vendors to implement a cost-effective and efficient workflow.

While building composites is common among institutional asset managers, private wealth managers have not adopted them to the same degree – but a shift is already underway, and this will continue to change as wealth managers face renewed scrutiny.

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.