Author: Compliance Solutions Strategies

ESG investing is at the forefront of the industry and with ESG-related regulations coming soon, having a streamlined ESG strategy in place is key for building and retaining competitive advantages.

The EU’s comprehensive sustainable finance action plan aims to mandate that companies integrate sustainability risks into their investment management and…

Confluence announced today that its ESG solution is seeing significant industry adoption following the integration of capabilities through the successful acquisitions…

ESG investing is still evolving and will continue to do so for years to come. As part of that evolution, ESG frameworks are emerging to standardize the reporting and disclosure of ESG metrics across as many as 140 jurisdictions around the world, with the EU’s Sustainable Finance Action Plan (SFAP) leading the way.

On 13 June 2022, we hosted a panel discussion with industry leaders, moderated by Shane Flatman, Senior Product Manager, Confluence…

Time is running out to comply with the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) reporting requirements, and adjust to new formats and content for preparing key investor documents (KIDs) by January 1, 2023.

Download our latest whitepaper to learn about key challenges of PRIIPs KID, best practices and end-to-end capabilities needed to meet the requirements.

CSS awarded for its technology and service offerings which enable clients to take a proactive approach to cybersecurity risk management…

The FCA have indicated in a round table with trade associations a rough timeline for when they expect to issue…

A CSS Webinar on How to Optimize Your Compliance Program  Heading a compliance program, often with limited time and resources and a…

Prepare Now for the SEC’s New Marketing Rule View the recent webinar: “Mastering the Marketing Rule” as a panel of…

Compliance never sleeps, but Brexit, the EU SFDR and UCITS to PRIIPs do not have to keep you up at…