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Recent Posts

Navigating the SEC Marketing Rule: Keyways to Compliance

Oct 27, 2022

The SEC's new Marketing Rule that came into effect last year expanded the definition of advertising. It allows for marketing via new channels and enhances existing disclosure requirements. It will have...

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The State of ESG Regulatory Reporting – and What it Means for Market Participants and Investors

Sep 07, 2022

Regulatory frameworks are quickly emerging to standardize the reporting and disclosure of ESG metrics across as many as 140 jurisdictions around the world. The EU’s action plan for sustainable finance is...

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Are You Ready to Comply with the New SEC Marketing Rule?

Aug 25, 2022

Time is running out

With the upcoming deadline of the 4th November, 2022, the new SEC Marketing Rule requires firms to create composites around similarly managed portfolios for performance reference, even if...

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Key ESG Strategy Considerations

Aug 09, 2022

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...

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ESG Regulations Take Hold in Europe With Other Regions Set to Follow

Aug 03, 2022
The EU’s comprehensive sustainable finance action plan aims to mandate that companies integrate sustainability risks into their investment management and disclosure processes, including their impact on the...
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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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