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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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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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Confluence Connect: Issue 2

Jul 29, 2021

Connect: Key issues for the global fund industry today

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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 as...

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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 about...

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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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