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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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SEC Rule 22e-4: Meeting Compliance Standards and Managing Liquidity Risk

Apr 07, 2022

As we’ve learned from recent financial crises, unpredictable circumstances can cause the liquidity of traded financial instruments to nearly disappear. That lack of liquidity, coupled with the highly...

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Navigating ESG’s Complex Regulatory Landscape

Mar 10, 2022

Amid growing demand from socially conscious investors, asset managers have worked tirelessly over the past decade to create ESG investment vehicles. While the pandemic heightened mainstream interest in ESG,...

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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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LIBOR Cessation - One Month to Go - Are You Ready?

Dec 03, 2021

LIBOR reform has been on the global agenda since the Financial Stability Board (FSB) issued a report in 2014, which recommended strengthening the existing major interest rate benchmarks along with the...

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Ahead of the Curve: Why Private Wealth Managers Should Adopt Composites

Nov 18, 2021

The wealth management industry is on a rapid growth trajectory, with AUM projected to increase by as much as 50% between 2020 and 2025, according to the Business Research Company1. This means there is an...

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Why Confluence Topped Aite’s List of Fixed Income Attribution and Analytics Providers

Sep 16, 2021

Portfolio return attribution has long been an important responsibility for asset managers, but it has become substantially more difficult in recent years, especially in the fixed income space. Spurred by two...

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