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Recent Posts

Confluence Connect: Issue 2

Jul 29, 2021

Connect: Key issues for the global fund industry today

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Confluence Connect: Issue 1

Oct 01, 2020

Connect: Key issues for the global fund industry today

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Physics, Aircraft Carriers, and Liquidity Buckets

Apr 17, 2018

At its March 14 open meeting, the SEC approved a proposal that while still mandating funds to use the SEC’s Form N-PORT to report liquidity classifications, commonly known as “buckets”, it would, among...

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DataTech: Technology Innovation that Puts Data first

Apr 02, 2018

Just a few years back, the industry was responding to regulatory filings like Form N-MFP, AIFMD Annex IV, Form PF, Form CPO-PQR and Solvency II with individual software solutions to solve each one of those...

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Delays Aren’t What They Used to Be

Feb 05, 2018

Pretty much from the day the SEC finalized its reporting modernization rules, the industry has lobbied for something to ease the burden of readiness and processing – a delay, an extended monthly due date, a...

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