Can sharing enhance your client communication? – Infographic
StatPro have gathered a range of investment industry data and combined it into an infographic showing the increasing popularity of social media as a communication and research tool for investment prof
Tackling the AIFMD Transparency Reporting Challenge
The challenges and the cost implications facing many AIFMs and administrators who want to offer transparency reporting will … AIFMD transparency
More People, More Problems? The Trap of using Manpower over Automation
By resisting the trap to use manpower over automation, organizations can realize efficiencies such as: the creation and harmonization of …
Curiosity Did Not Kill the Cat and if it Did, There are 8 Lives to Go
Our discussion centered around two concepts in Mr. Bell’s post, “generous curiosity” and “divine discontent”, and how those concepts related to Confluence’s core values…
Think Global, Act Local
James Harkness, discusses how important it is for global businesses to address regional issues of clients in order to be successful. Read the blog.
Timing of intra-day cash flows
Carl Bacon discusses the six different approaches that portfolio managers might use to determine the time of an intra-day cash flow as well as his preferred method.
StatPro Revolution vs. Bernanke: Analysis of a North American Fixed Income Fund
James discusses the profound change in the fixed income sector now that the Fed’s Quantitative easing program is over.
Using Agile Methods to Increase New Product Development
The well-known Standish Chaos Survey (The Standish Group) tells us that over two-thirds of IT projects … agile methods
StatPro Revolution Update – August 2013
The August release of StatPro Revolution includes a new liquidity risk dashboard and the UK and US Freedom Indexes for all StatPro Revolution users.
Thinking Mobile First
Responsive design takes that frustration away from the user. Plus, it eliminates the need to develop and maintain different websites… mobile
Can Implementing Agile Product Management Practices REALLY Help You Deliver Good Products Faster?
At Confluence, we also view agile product management as fundamentally different from traditional product management practices, but not mutually exclusive…
Do you know the risk and exposure of your portfolios? – UCITS Infographic
We’ve created an infographic that explains the concept behind UCITS and how StatPro Revolution can help you manage exposure and risk in your UCITS and AIFMD funds.