Reports
August 2025 Factor Performance Analysis
Global equity markets posted broad-based gains in August 2025, as both developed and emerging markets advanced on the back of optimism surrounding monetary policy, solid corporate earnings, and easing geopolitical tensions.
Global compliance moves in focus: From FCA signals to AI and beyond
Regulatory bodies worldwide are signaling new priorities that will shape compliance, operational processes, and technology investment in the months ahead.
July 2025 Factor Performance Analysis
While most regions delivered positive returns relative to the broader market in July, overall performance declined compared to June.
Q2 2025 Plan Universe Allocation & Return Analysis
Fixed Income Allocations Drive Defined Benefit Plan Performance as Uncertainty Impacts Markets Q2 2025
Regulatory reform in focus: Preparing for the next wave of simplification
In this edition: Inconsistent terminology and transaction classifications across frameworks Redundancy caused by dual-sided reporting (notably under EMIR and SFTR) Fragmented IT infrastructure and disparate reporting channels ESMA outlines two major paths forward:...
Q2 2025 Preliminary Plan Universe Performance
Global equity markets faced continued volatility in Q2 2025, driven by the April 2nd Liberation Day announcement, the subsequent 90-day pause on tariffs, and continued geopolitical tensions in the Middle East.
Q2 2025 Factor Performance Analysis
This quarter was marked by heightened market volatility as investors navigated ongoing tariff policy uncertainty and conflict in the Middle East
New in RegTech: Regulatory reality check: What compliance teams need to know in July 2025
As we enter the second half of 2025, regulators across North America and Europe are recalibrating their priorities.
May 2025 Factor Performance Analysis
Global markets continued their rebound in May, as consumer sentiment improved and trade tensions showed signs of easing during the period.
New in RegTech: From AI audits to accelerated pace of regulatory change
As the regulatory environment continues to evolve, we are seeing greater pressure to adapt faster and smarter.
Why Asset Managers Are Embracing Managed Services for Regulatory Reporting
Asset managers face mounting challenges in regulatory reporting and compliance. These complexities demand precise data management, ongoing awareness of regulatory updates, and accurate submission timing.
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.