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Shane Flatman

Senior Product Manager - Compliance, Reporting, and Services, Confluence

Recent Posts

Charting a Path to SFDR Deadlines: Optimizing ESG and EET data collection, quality and reliability

Sep 30, 2022

The Sustainable Finance Disclosure Regulation (SFDR) is rapidly progressing towards the January 1, 2023 deadline, and the industry is in the process of managing and solving a variety of challenges. Here, we...

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Charting a Path to PRIIPS KID Deadlines: Four Months Left to Make Significant Data, Calculation and Filing Changes

Sep 27, 2022

Conversations with investment firms, management companies, fund administrators and industry attorneys have ramped up this summer as the industry prepares for the European Union’s (EU) new Packaged Retail and...

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Five PRIIPs Reporting Challenges Asset Managers Need to Know

Jul 29, 2022

Time is running out to comply with the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) reporting requirements, and adjust to new formats and content for preparing key...

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Key Considerations When Replacing UCITS KIIDs With PRIIPs KIDs

Jul 07, 2022

With the ever-changing regulations and the strain they place on internal resources, it is increasingly important that firms have a streamlined and holistic approach to their data, calculations, and processes...

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