Tag: Revolution
Beyond Compliance: Insights from the 29th Annual GIPS® Conference
And what it means for your firm
Stablecoins: Bridging volatility and stability in the digital asset space
What are Stablecoins? Stablecoins are a specialized type of cryptocurrency designed to maintain a stable value by being pegged to a less volatile reference asset, usually a flat currency like the U.S. dollar (USD), short-term treasuries, or even commodities like gold. Unlike traditional cryptocurrencies that often experience dramatic price fluctuations, stablecoins aim to maintain a […]
Revolution: Product explainer
Execute multi-asset attribution analysis of risk and performance with Confluence Revolution.
Integrated multi-factor risk engine raises Revolution Analytics to new high
With the new Confluence-Northfield partnership, Revolution users gain seamless access to world-leading multi-factor risk attribution and performance analysis. The power in multi-factor analysis? Actionability, through better understanding. With greater insight into the combined effect of factors driving performance and risk (market, credit, operational), financial institutions gain a competitive edge in decision-making on risk management, investment strategies, performance attribution and regulatory compliance.
Luxembourg-regulated Super ManCo
Revolution chosen to automate monitoring of market, liquidity, and sustainability risk for a Luxembourg-regulated Super ManCo providing management and ancillary services to UCITS, UCIs and white label structures.
Breaking down silos with enterprise data management
Investment management companies have traditionally organized their operations into front, middle, and back-office groups. While this structure has served its purpose, the changing landscape of data management necessitates a shift in how these groups interact. The siloed approach to enterprise data management, based on organizational boundaries, is becoming increasingly impractical. We explore the reasons behind […]
Operations incorporating climate/ESG disclosures into your investment operations
As the first wave of UK large asset managers and asset owners publish their FCA mandated ESG SDR entity and product reports, lessons can be learnt from similar exercises in the EU.
Making the RightAdjustments: Managing LiquidityRisk for SEC Rule 22e-4Compliance
Introduction One of the many lessons learned from recent financial crises is that under unpredictable circumstances, the liquidity of traded financial instruments can nearly vanish. As we saw in those instances, this lack of liquidity coupled with the highly interconnected nature of modern derivatives, can lead to massive fund redemptions, which naturally increases the pressure […]
Making the right adjustments: managing liquidity risk for SEC Rule 22e-4 compliance
Introduction One of the many lessons learned from recent financial crises is that under unpredictable circumstances, the liquidity of traded financial instruments can nearly vanish. As we saw in those instances, this lack of liquidity coupled with the highly interconnected nature of modern derivatives, can lead to massive fund redemptions, which naturally increases the pressure […]
Confluence’s top 5 most popular insights of 2022
As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.
Why integrating ESG data and analytics into your risk and performance ecosystem is critical to staying competitive
As sustainable finance disclosure regulations bring focus on ESG data and analytics, more data is becoming available for investors to assess companies’ performances. This in turn is placing additional pressure on firms to produce accurate reports at a greater and greater scale. Institutional asset managers, fund administrators, custodians, third-party providers – essentially any firm with […]
Liquidity risk spotlight: Increased regulatory scrutiny is our biggest threat
Inflation and interest rate spikes, the likes of which we haven’t seen in a generation, can cause serious market dislocations and liquidity crunches. Regulators around the world have taken notice. The increasing pressure of regulatory requirements around liquidity risk demands a more precise and holistic view of fund liquidity. The recently introduced Liquidity Stress Test […]
ESG Strategy: Think regulation, data, and budget
This blog was original published at Markets Media on October 7, 2022. Sustainable investing disclosures in the U.S. are currently governed by general fraud prohibitions in advertising and not by formally defined rules, apart from interpretive guidance issued by the SEC in 2010 about certain material impacts caused by climate change. In the absence of ESG regulations, investment managers […]
Key ESG strategy considerations
A Streamlined Approach to ESG Strategy ESG investing is at the forefront of the industry and with ESG-related regulations coming soon, having a streamlined ESG strategy in place is key for building and retaining competitive advantages. Demonstrable improvements in the breadth and depth of ESG information, tools and frameworks are evident throughout the investment management […]
SEC Rule 22e-4: Meeting compliance standards and managing liquidity risk
As we’ve learned from recent financial crises, unpredictable circumstances can cause the liquidity of traded financial instruments to nearly disappear. That lack of liquidity, coupled with the highly interconnected nature of modern derivatives, can lead to massive fund redemptions, naturally increasing the pressure to sell into thin markets, causing a rapidly spiraling cycle of collapsing […]
Navigating ESG’s complex regulatory landscape
Amid growing demand from socially conscious investors, asset managers have worked tirelessly over the past decade to create ESG investment vehicles. While the pandemic heightened mainstream interest in ESG, the trend is projected to continue its acceleration as it has become widely recognized as a key value driver. With these developments, regulators the world over have naturally taken notice, […]
FTF Exchange Podcast: Seeing the ESG Requirement as a Data Challenge
In a new FTF Exchange podcast, Todd Moyer, President and Chief Operating Officer (COO), Confluence, explains that financial services firms that want to meet investor requirements for Environmental, Social, and Governance (ESG) compliance will find that it boils down to a data challenge that would be helped by greater transparency. “An area of focus for Confluence, […]