Tag Archives | Automation

Survey Reveals What’s Trending Today: Automation, Regulatory Reporting and Data

At the start of each year, our team at Confluence reflects on the state of the asset management back office and predicts issues and trends that we see emerging over the coming months.  For 2016, we predicted that the asset management industry would see streamlining and optimizing their data management processes as a way to […]

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Steady Navigation Can Turn Fund Industry Tidal Waves into Ripples

The convergence of lower interest rates, unpredictable and underperforming markets, and increased consolidation and competition in today’s fund industry has left asset managers scratching their collective heads and wondering how to navigate this endless wave of challenges. Not only must their navigation of the obstacles be flawless, they must best the changing landscape to enable […]

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Best of 2015: Another year of new regulations, compliance, automation and a drive toward back-office defragmentation.

Before reading our predictions for next year, why not have a look back at our most read blog posts for 2015 where our experts have addressed the regulatory and compliance issues, as well as operational challenges, the asset management industry faced. Regulatory Black Hole On the back of a vote at the U.S. Senate on […]

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Regulation and Technology: How the Funds Industry Needs to Adapt, and Soon

  Originally published in the November 2014 issue of Wealth & Finance International Following my participation in Bloomberg’s Winning Strategies and Market Liquidity Conference in London this past fall, I am exploring here some of the challenges the asset management industry faces and what it should do to turn these challenges into opportunities. As I […]

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What will the Financial Back Office of Tomorrow Look Like?

Originally published 7/31/14 in WallStreet & Technology  One of the toughest jobs we face as a technology solutions provider is predicting future needs of the industry as it evolves and becomes more technologically sophisticated. At Confluence, we believe the fund industry back office of tomorrow will rely on a far greater degree of workflow automation […]

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Do Regulatory Changes Have You on the Ropes?

CPO-PQR, Enhanced Fund Reporting, Money Market Reform changes in the U.S. alone, not to mention AIFMD and others originating in Europe­– the list of current reporting requirements and potential forthcoming regulation goes on and on. As I continue to put myself in the shoes of our clients– fund administrators, advisers and asset managers–the alphabet soup […]

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Tackling the AIFMD Transparency Reporting Challenge

These are tumultuous times in the Alternative Investment industry. Alternative Asset Managers are in the midst of determining how to prepare for compliance with the AIFM directive. Considering that AIFMD passed into law in July 2013, many firms appear to be handling their readiness with a more relaxed approach while they take advantage of the […]

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