Solving the Data Puzzle

How to meet the ever-increasing volume of data needs and integrate a global data strategy simultaneously

SEC Modernization has pushed the fast-forward button on the data management strategy for organizations of all sizes. The data requirements, especially for Form N-PORT, which include an increased volume of data and frequency of reporting on that data, have organizations looking at more than just the volume of data they hold on behalf of their […]

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Cloud First

Over the past 18 months at Confluence, we’ve seen a dramatic shift in our clients’ readiness and willingness to adopt cloud technologies, especially those delivered by external providers. We no longer ask “if” organizations are moving to the Cloud, but rather how quickly is the procurement process maturing to support the business, technology, and operational […]

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UK Regulator Clarifies Position for Non-EU AIFMs

The UK Financial Conduct Authority (FCA) has amended its rules on Annex IV reporting following consultation during 2016. The amendments, which were published on 25th January 2017, will affect all non-EU Alternative Investment Fund Managers (AIFMs) that market Alternative Investment ‘Feeder’ Funds in the UK under the UK’s national private placement regime.  Annex IV reporting is […]

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Increment or Platform: How Regulation is Driving the Move from Point Solutions to Platform Technology

As today’s asset management back office becomes more and more technology-driven, there is a shift from point-based technology solutions that solve specific functions in what are often very complex processes, to a more consolidated approach that allows multiple processes and functions to be completed within one centralized platform. The best-of-breed trend from years’ past might […]

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