<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=2785842&amp;fmt=gif">

Submit
ConfluenceLogoDark_TM

Subscribe today and receive our latest industry updates and articles.

LIBOR Cessation - One Month to Go - Are You Ready?

Dec 03, 2021

LIBOR reform has been on the global agenda since the Financial Stability Board (FSB) issued a report in 2014, which recommended strengthening the existing major interest rate benchmarks along with the...

Read More

Ahead of the Curve: Why Private Wealth Managers Should Adopt Composites

Nov 18, 2021

The wealth management industry is on a rapid growth trajectory, with AUM projected to increase by as much as 50% between 2020 and 2025, according to the Business Research Company1. This means there is an...

Read More

Why Confluence Topped Aite’s List of Fixed Income Attribution and Analytics Providers

Sep 16, 2021

Portfolio return attribution has long been an important responsibility for asset managers, but it has become substantially more difficult in recent years, especially in the fixed income space. Spurred by...

Read More

Confluence Connect: Issue 2

Jul 29, 2021

Connect: Key issues for the global fund industry today

Read More

The Next Phase of RegTech: Automation, Consistency and More

Jul 22, 2021

It’s no secret that the 2008 financial crisis served as a major turning point for asset managers and in particular their compliance and regulatory oversight teams.

Read More

Adapting to SEC Rule 18f-4: What You Need to Know

Jun 24, 2021

A derivative is a financial instrument whose price is based entirely on something else. And in the separation between price and the underlying asset, things can get complicated and risky. That’s why – for...

Read More

Here’s How Asset Managers Can Unlock the Value in ESG

Jun 10, 2021

For the past decade, Environmental, Social and Corporate Governance (ESG) instruments have become an increasingly popular choice for socially conscious investors and buy-side firms.

Read More

Why and How Investment Management Performance Teams are Looking for a Way Forward

Feb 23, 2021

In July 2020 we participated in a Financial Technologies Forum (FTF) webinar in called “Performance Teams Under Pressure”, where fund and asset management professionals and service providers were asked...

Read More

The Front, Middle, and Back Office aren't What They Used to Be

Feb 11, 2021

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 the year coming up and instead reflect on more than...

Read More

Three Critical Questions You Should Be Asking About the SEC’s Big Changes for Shareholder Reporting

Dec 17, 2020

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 fund companies communicate with their shareholders, with...

Read More