How Asset Managers Can More Effectively Manage Insurance Portfolios Under Solvency II
In the post-Solvency II world, asset managers with insurance clients are grappling with additional layers of complexity…
LIBOR Cessation – One Month to Go – Are You Ready?
LIBOR reform has been on the global agenda since the Financial Stability Board (FSB) issued a report in 2014 and on 5 March 2021, The FCA formally announce…
Ahead of the Curve: Why Private Wealth Managers Should Adopt Composites
By adopting composites, private wealth managers can prepare for any regulatory shifts while also communicating to clients that regardless of how requirements may change, their manager adheres to the highest standards in the industry.
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.