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Recent Posts

FTF Exchange Podcast: Seeing the ESG Requirement as a Data Challenge

Mar 03, 2022

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...

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Confluence Connect: Issue 3

Feb 24, 2022

Complex Challenges, Straightforward Solutions

While we were all busy in 2021 dealing with the global pandemic subsiding in the middle of the year and then roaring back toward the end of the year, our industry...
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How Asset Managers Can More Effectively Manage Insurance Portfolios Under Solvency II

Dec 07, 2021

In the post-Solvency II world, asset managers with insurance clients are grappling with additional layers of complexity. The regulation not only lays out how insurers need to be capitalized and manage risks...

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Confluence Connect: Issue 2

Jul 29, 2021

Connect: Key issues for the global fund industry today

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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.

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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 other...

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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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