As regulatory demands continue to grow, asset managers face increasing pressure to meet complex compliance requirements.

High-quality market data is foundational to sound investment decision-making in modern finance.

Compliance is no longer a static function. Asset managers face evolving regulatory challenges that demand continuous vigilance.

This use case explores the role and performance of a factor-based portfolio designed to emphasize stability.

Factor investing calls for identifying those stocks with the strongest characteristics for a given factor, but there is a large number of characteristics, or sub-factors, that can be used to define each factor.

Confluence Technologies joined forces with The Spaulding Group (TSG) and AXA IM in their latest webinar to explore how automation is transforming the GIPS compliance landscape.

Regulatory compliance isn’t just about following rules—it’s also about managing data.

Why asset managers are moving to managed services. Many asset managers assume that handling compliance in-house is a cost-effective approach.

Since the onset of heightened tariff tensions, markets have been shaken by volatility reminiscent of the early days of the COVID crisis and even the Global Financial Crisis (GFC).

Thanks to the evolution of both holdings-based and returns-based analysis, investors have benefited from decades of growing transparency in equity markets.

European Central Bank (ECB) updates to investment fund statistical reporting is bringing new operational and strategic challenges to European fund administrators in 2025