Reports
New in RegTech: Policy in Flux: Where Regulation Stalls, Accelerates, and Evolves
With the current administration signaling a shift in regulatory tone, many in financial services expected a sharp turn away from the regulatory expansion of recent years.
Q1 2025 Plan Universe Allocation & Return Analysis
Fixed Income Allocations Drive Defined Benefit Plan Performance as Uncertainly Impacts Markets Q1 2025
April 2025 Factor Performance Analysis
Market volatility spiked to post-pandemic highs in early April, but a partial recovery followed the announcement of a 90-day pause on tariff hikes.
Q1 2025 Preliminary Plan Universe Performance
Fixed Income Allocations Drive Defined Benefit Plan Performance as Uncertainty and Market Volatility Impact Markets Q1 2025
Q1 2025 Factor Performance Analysis
The first quarter of 2025 introduced renewed volatility to both U.S. and global equity markets
New in RegTech: Shifting Thresholds, Rising Standards: AIFMD II, ECB & EDGAR Next Take Centre Stage
A new AIFMD for the UK is beginning to take shape.
Reg reporting matures with the times: Key upcoming dates and changes in EU, UK & US markets
In recent editions, we detailed how political developments in the EU, the UK, and the US will impact the regulation of investment firms.
February 2025 Factor Performance Analysis
February began with rising concerns over a potential global trade war, fuelled by threats of tariffs on U.S. imports from Canada and Mexico. U.S. equity markets showed mixed performance amid ongoing economic uncertainties.
New in RegTech: Rule 13f-2 and Form PF Deadline Extensions; Redefining UK Retail Disclosures; Data Insights: Biodiversity, Ultra-long Bonds, Tariffs
On February 7, 2025, the SEC announced a temporary exemption from compliance with Rule 13f-2 and reporting on Form SHO, whereby institutional investment managers must disclose their short positions meeting certain thresholds
Q4 2024 Plan Universe Allocation & Return Analysis
The Q4 2024 Confluence Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported another robust quarter for defined benefit plans.
January 2025 Factor Performance Analysis
The first month of 2025 saw strong returns in the equity markets, driving new all-time highs globally
Q4 2024 Preliminary Plan Universe Performance
Despite another positive quarter from U.S. Large Cap equities, global equity markets posted their first negative quarter of 2024 with the MSCI ACWI Index returning -.89%.