Here’s How Asset Managers Can Unlock the Value in ESG
Environmental, Social and Corporate Governance (ESG) instruments have become an increasingly popular choice for socially conscious investors and buy-side…
Why and How Investment Management Performance Teams are Looking for a Way Forward
Performance has always been the industry’s yardstick for measuring investment effectiveness; whether for a single security, a portfolio or for a firm-wi…
The Front, Middle, and Back Office aren’t What They Used to Be
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…
Three Critical Questions You Should Be Asking About the SEC’s Big Changes for Shareholder Reporting
If you work in the US funds space and don’t live under a rock, then you know that this summer the SEC proposed comprehensive changes to the way that fun…
Confluence Connect: Issue 1
While many challenges in 2020 have been associated with the ever evolving work and economic environments created from the global pandemic, much of what we focused on as an industry this year has, thus far, been exactly what was expected at the end of 2019.
Understanding the 2020 GIPS® Standards
The 2020 GIPS standards include several concepts where technology can play a larger role.
The New Confluence
“If I had asked the people what they wanted, they would have said faster horses.”
The importance of the Cloud during a pandemic
As businesses look to maximize these elements in their enterprise applications, understanding the difference between “cloud native” and “cloud wrapped” solutions could not be more important when it comes to managing financial assets.
Data management: The game changer for regulatory reporting
Putting together a cohesive strategy which comprises robust data management techniques as well as flexible risk and compliance reporting will likely yield benefits beyond any individual regulation.
Technology and the self-service revolution in investment management
Expectations have been elevated, so why then are two-thirds of investment management firms relying on systems that pre-date 2007 and the first-generation iPhone?
Key questions to consider ahead of ESMA Article 37 MMF Reporting
The introduction of Article 37 Money Market Fund Reporting has ushered in a new era of regulatory reporting. We answered some FAQs in an effort to provi…
COVID-19: How to stress test for the unknown
The COVID-19 pandemic has already had far-reaching consequences beyond the spread of the disease, such as plummeting oil prices, stock and bond market volatility and a lack of global liquidity. With a crisis of this scale, it is not unusual to go back and start looking at what happened during similar events in the past.