We’re celebrating Women’s History Month – Katie’s Story – “Like many things in life, it’s all about collaboration and endless curiosity.”

We’re celebrating Women’s History Month – Aspasia’s Story – “The regulators, they’re focused on theory, they can’t think of every detail. Clients do. So do our product teams. And they come to us.”

We’re celebrating Women’s History Month – Xiang’s Story – “The best part of product development is when you’ve overcome the hurdles and you’re all on the same boat. You can feel the momentum.”

Highlighting just some of Confluence’s amazing women – Michele Lajeunesse – “Clients rely on the answers we provide. They make big decisions based on those answers.”

Although portfolio management has traditionally been a male-dominated industry, there is strong evidence suggesting that historically, funds managed by women have outperformed those managed by men.

To maximize your team’s selling efficiency, you need to know where your market lies and how to price your product.

In previous articles in this series, we shared lessons learned from working with firms in the EU to incorporate climate/ESG disclosures into their investment operations.

With the Packaged Retail and Insurance-based Investment Products (PRIIPs) Key Information Document (KID) transition complete and the industry looking forward, Confluence’s Shane Flatman and Stephane Turpin took the time to reflect on the move from UCITS KIID to PRIIPs KID overall in a recent webinar.

To help UK firms prepare for their upcoming 2024 SDR requirements and current TCFD annual/monthly requirements, we share recommendations gathered from working with firms across the EU and UK to streamline their ESG disclosure and reporting processes.

Asset owners frequently depend on formal RFPs for manager selection. They seek independent validation of your investment approach and a user-friendly method for visualizing your fund’s performance and risk.