Why Factors Matter
Confluence’s Style Analytics’ foundation was built on a simple but powerful idea: investment factors matter.
How OTC Data Gaps are Hiding Massive Risks and Blocking Fiduciary Duties
Over-the-Counter Securities Without Terms = Risk Without Insight.
The second post in a multi-part series on Fixed Income Transparency.
Navigating the New OCIO Guidelines: Unlocking Value with the Updated OCIO Standards
On December 31, 2025, new GIPS® requirements for OCIO (Outsourced Chief Investment Officer) portfolios take effect.
Stablecoins: Bridging Volatility and Stability in the Digital Asset Space
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.
Why Investment Managers Are Choosing Co-Sourcing for Regulatory Reporting
As regulatory complexity increases and teams run leaner, co-sourcing offers a smarter way to scale—without giving up control.
Form PF: How Investment Managers Can Prepare in the Face of Uncertainty
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.
Surviving Daunting Regulatory Exams: Key Takeaways from Compliance Pros Who’ve Been There
When it comes to regulatory exams, the question is not whether an exam will occur, but when. Whether you’re overdue for an SEC or FINRA exam or bracing for the first one, preparation is everything.
Five Regulatory Reporting Market Trends to Watch: From Complexity to Efficiency
The rise of alternative investments is contributing to increased compliance considerations for some firms, leading to increased demand to centralize data infrastructure, automate filings, and leverage managed services.
AML Rule Delayed, Not Derailed: What Advisers Need to Know Now
In a move that surprised few but still raised eyebrows, the Financial Crimes Enforcement Network (FinCEN) has officially postponed the effective date of its long-anticipated Anti-Money Laundering (AML) rule.
The Canadian Fund Report is coming – are you ready yet?
A significant regulatory change is anticipated in the Canadian investment landscape, and many firms are still preparing.
FCA to Review the Consumer Duty: What It Could Mean for Asset Managers
In her Mansion House speech on 15 July 2025, Chancellor Rachel Reeves announced that the Financial Conduct Authority (FCA) will carry out a targeted review of the Consumer Duty, introduced in 2023.
A New Day Might Rise for India-Middle East-Europe Economic Corridor
The India-Middle East-Europe Economic Corridor (IMEC) is a major new trade and infrastructure initiative with the potential to reshape regional connectivity.