Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds
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and getting ready for the next annual refresh With the Packaged Retail and Insurance-based Investment Products (PRIIPs) Key Information Document......
Much ink has lately been spilled over the new Short Sale reporting rule in the U.S. New Rule 13f-2 was......
The modernization of the Beneficial Ownership reporting has been a long-discussed topic by the Securities and Exchange Commission (“SEC”) in......
Authors: John Gentile, Director, Private Fund Services, Confluence Armando DeChalus, Regulatory Compliance Analyst, Confluence The private fund regulatory landscape just......
Authors: Alison Fraser, Director, Institutional & RIC Services, Confluence Kevin Renner, Consultant, Confluence The SEC Division of Examinations (“EXAMS”) issued......
Author: Aspasia Latsi, International Regulatory Analyst Now that the TSAM – the Summit for Asset Management in London – is......
Global scientific consensus and domestic political interests compete for its attention The SEC’s forthcoming Final Rule, requiring climate-related disclosures by......
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A global tier 1 asset manager chose CSS for deep data management technology and service capabilities to automate and bring together data from multiple disparate sources, while driving high quality data output.
Total Cost of Ownership
By unravelling historical vendor choices and moving to a more strategic, integrated solution and centralized Regulatory Book of Record, a global investment manager reduced the total cost of ownership and mitigated risk from their end-to-end regulatory reporting program.
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A tier 1 asset manager’s Global Head of Transformation engaged CSS to establish a stable, repeatable process, remove operational risk and manual processes, and to deliver a platform that they can further leverage in the future as the foundation for a global regulatory compliance partnership.
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