Why Confluence Topped Aite’s List of Fixed Income Attribution and Analytics Providers
Confluence was recently named Best in Class in Aite Group’s “Aite Matrix: Fixed Income Attribution and Analytics.” The report includes detailed breakdown…
Confluence Connect: Issue 2
Confluence Connect: Issue 2
The Next Phase of RegTech: Automation, Consistency and More
By leveraging RegTech solutions, asset managers can digitalize and streamline reporting processes, easing the burden on their compliance teams and enable…
Adapting to SEC Rule 18f-4: What You Need to Know
To modernize the regulatory framework covering derivatives, and to address how both derivatives themselves – and the risks they pose to investors – have changed, the SEC has fundamentally changed the rules.
Here’s How Asset Managers Can Unlock the Value in ESG
Environmental, Social and Corporate Governance (ESG) instruments have become an increasingly popular choice for socially conscious investors and buy-side…
Why and How Investment Management Performance Teams are Looking for a Way Forward
Performance has always been the industry’s yardstick for measuring investment effectiveness; whether for a single security, a portfolio or for a firm-wi…
The Front, Middle, and Back Office aren’t What They Used to Be
The start of a new year is always an exciting time to look ahead at what can be and to reflect on what has been. Sometimes we are compelled to look beyond…
Three Critical Questions You Should Be Asking About the SEC’s Big Changes for Shareholder Reporting
If you work in the US funds space and don’t live under a rock, then you know that this summer the SEC proposed comprehensive changes to the way that fun…
Confluence Connect: Issue 1
While many challenges in 2020 have been associated with the ever evolving work and economic environments created from the global pandemic, much of what we focused on as an industry this year has, thus far, been exactly what was expected at the end of 2019.
Understanding the 2020 GIPS® Standards
The 2020 GIPS standards include several concepts where technology can play a larger role.
The New Confluence
“If I had asked the people what they wanted, they would have said faster horses.”
The importance of the Cloud during a pandemic
As businesses look to maximize these elements in their enterprise applications, understanding the difference between “cloud native” and “cloud wrapped” solutions could not be more important when it comes to managing financial assets.