<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=2785842&amp;fmt=gif">

Submit
ConfluenceLogoDark_TM

Subscribe today and receive our latest industry updates and articles.

Charting a Path to SFDR Deadlines: Optimizing ESG and EET data collection, quality and reliability

Sep 30, 2022

The Sustainable Finance Disclosure Regulation (SFDR) is rapidly progressing towards the January 1, 2023 deadline, and the industry is in the process of managing and solving a variety of challenges. Here, we...

Read More

Charting a Path to PRIIPS KID Deadlines: Four Months Left to Make Significant Data, Calculation and Filing Changes

Sep 27, 2022

Conversations with investment firms, management companies, fund administrators and industry attorneys have ramped up this summer as the industry prepares for the European Union’s (EU) new Packaged Retail and...

Read More

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...

Read More

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,...

Read More

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...
Read More

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...

Read More

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...

Read More

Confluence Connect: Issue 2

Jul 29, 2021

Connect: Key issues for the global fund industry today

Read More

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.

Read More

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 an...

Read More