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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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Come to your Census – Why Form N-CEN is a Key to Fund Administration Data Strategy

Feb 26, 2018

How many times has your manager come to you and asked a difficult question that they expected you to know off the top of your head? “How many funds hold IBM stock?” or “Which clients use Accountancy ABC as...

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More Data and More Frequently Than Ever… Why Form N-PORT Oversight is a Must

Jan 16, 2018

So, here we are, at the beginning of 2018, with the awesome task ahead of getting ready for the start of the industry’s NPORT/NCEN era.

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