Beyond Compliance: Insights from the 29th Annual GIPS®️ conference.
What mattered most at the CFA Institute’s GIPS®️ Standards Conference in Phoenix? Industry expert, Carl Bacon – Chief Advisor at Confluence Technologies – breaks it down for you.

You have options — choose the smarter one. You could manage it all in-house, or patch together multiple providers who specialize in one piece of the puzzle. Or you could partner with Confluence—the trusted provider already delivering a modular, market-tested solution across the reporting lifecycle.

Think of GARP — Growth at a Reasonable Price — like being a smart shopper or a savvy sports fan.

Whether you’re feeling the weight of growing regulatory demands or simply want to reclaim time and clarity in your process, you don’t have to do it alone.

Institutional investors are reshaping how they evaluate and choose funds — demanding greater transparency, evidence-based differentiation, and deeper insights into factor and ESG exposures.

In today’s evolving regulatory landscape, investment firms face mounting pressure to adapt to shifting disclosure rules, market reforms, and global obligations.

Confluence’s Style Analytics’ foundation was built on a simple but powerful idea: investment factors matter.

Over-the-Counter Securities Without Terms = Risk Without Insight.
The second post in a multi-part series on Fixed Income Transparency.

Stablecoins are a specialized type of cryptocurrency designed to maintain a stable value by being pegged to a less volatile reference asset, usually a fiat currency like the U.S. dollar (USD), short-term treasuries, or even commodities like gold.

As regulatory complexity increases and teams run leaner, co-sourcing offers a smarter way to scale—without giving up control.

With the SEC reviewing its Form PF amendments and the compliance date pushed to October 1, 2025 (for now), investment managers and private fund advisers are left in limbo.