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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.

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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...

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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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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...

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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...

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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...

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Confluence Connect: Issue 1

Oct 01, 2020

Connect: Key issues for the global fund industry today

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Understanding the 2020 GIPS® Standards

Aug 11, 2020

Global investment management firms have had long-standing challenges in complying with the patchwork of laws, regulations and market customs in the places where they do business. The problem is that across...

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The New Confluence

Jul 29, 2020

“If I had asked the people what they wanted, they would have said faster horses.”

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The importance of the Cloud during a pandemic

Jul 07, 2020

Whether we are watching Netflix, asking Amazon Alexa for a weather update or checking our email through Office365, cloud computing has changed the way we consume and create information, and how we interact...

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