Confluence’s top 5 most popular insights of 2022
As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.
Why Integrating ESG Data and Analytics Into Your Risk and Performance Ecosystem is Critical to Staying Competitive
Sustainable finance disclosure regulations bring focus on ESG data & analytics, placing additional pressure on firms to produce accurate reports at scale.
Liquidity Risk Spotlight: Increased regulatory scrutiny is our biggest threat
Liquidity Risk Spotlight: Inflation & interest rate spikes can cause serious market dislocations & liquidity crunches & regulators worldwide have noticed.
ESG: As COP27 highlights climate urgency, notions of “sustainability” fracture
COP27 can be seen as a microcosm of the challenges and debates that have plagued the concepts of ESG and sustainability since those terms became commonp…
ESG Strategy: Think Regulation, Data, and Budget
Investment managers considering offering ESG strategies need to establish an effective ESG framework and implement a tailored solution with regulation…
Navigating the SEC Marketing Rule: Keyways to Compliance
The new SEC Marketing Rule is accompanied by a detailed, 430-page release & requires advisers to adopt the entire rule all at once by November 4, 2022.
ESG Update for Investment Firms: The Data Problem and E.U. Response
Realistically, E.U. regulatory efforts addressing ESG data (or indeed such efforts anywhere else) face a substantial road ahead before they become effective.
Charting a Path to SFDR Deadlines: Optimizing ESG and EET data collection, quality and reliability
SFDR is progressing towards the 1/1/23 deadline & the industry is in the process of managing & solving a variety of challenges. Here, we provide a brief…
Charting a Path to PRIIPS KID Deadlines: Four Months Left to Make Significant Data, Calculation and Filing Changes
Conversations with firms, fund admins and attorneys have ramped up as the industry prepares for the EU’s new PRIIPs reporting requirements by Jan 1, 2023.
The State of ESG Regulatory Reporting – and What it Means for Market Participants and Investors
Where do the ESG regulatory reporting regimes stand today? And what impacts will they have for market participants and investors?
Are You Ready to Comply with the New SEC Marketing Rule?
With the upcoming deadline of the 4th November, 2022, the new SEC Marketing Rule requires firms to create composites around similarly managed portfolios for performance reference, even if they are not GIPS® (Global Investment Performance Standards) Standards compliant.