The Significance of “Made in…”
In a world defined by globalization, complex supply chains, and recent trade wars, the label “Made in…” holds tremendous significance.
Raising the Bar: What the ECB’s Reporting Changes Mean for Investment Funds
The financial industry is no stranger to regulatory evolution, but the European Central Bank’s (ECB) updated reporting requirements for investment funds mark a significant shift that will demand considerable adaptation from market participants.
A Closer Look at the Defense and Aerospace Industry
The defense and aerospace sector is generally more stable than other industries, as it is less affected by economic cycles.
Beyond Borders: Why Canada Matters More Than Ever for Investors
The global investment landscape is shifting, and Canada is at a critical juncture. With tariffs, political shifts, and economic realignments shaping the market, investors are reassessing Canada’s role in their portfolios.
Women in Focus – Katie Kiss
We are honouring Women’s History Month with our blog series, which features the powerful stories and inspiring voices of some of Confluence’s remarkable women.
Automate Regulatory Reporting with Confluence Omnia
Firms are challenged to keep up with regulatory changes from SEC mandatesto revised regulatory reporting frameworks throughout EMEA and APAC.
Women in Focus – Kirsten Garrett
We are honouring Women’s History Month with our blog series, which features the powerful stories and inspiring voices of some of Confluence’s remarkable women.
Diversity in Investing: Why the Lack of Women in Asset Management Hurts Us All
The asset management industry, a cornerstone of global finance, has long been criticized for its glaring gender disparity.
Form PF 101: An overview of the SEC’s latest private fund reporting requirements and deadlines
On June 12, private fund advisers will face significant new reporting requirements under the SEC’s latest Form PF amendments.
5 Things to Consider When Using AI in Financial Services
Artificial intelligence (AI) is reshaping the financial services industry, offering tools to revolutionize how firms handle reconciliation, compliance, and data management
FCA’s CCI Framework – What you need to know
The framework applies to both manufacturers and distributors of a wide range of investment products, including: open-ended funds, closed-ended funds, IBIPs, structured products, contracts for difference (CFDs)…
The Impact of Tariffs on the Market: Lessons from 2018-2019 and What It Means for Trump 2.0
In 2018, Trump imposed sanctions on various products using a broad range of seldom-used US trade laws, citing the need to protect America’s national security. This sparked a trade war that led to multiple disputes with China and other U.S. allies