March 22, 2023
Dena Hopkins, CIPM, Senior Analytics Consultant, Confluence, was recently featured in an article from Ignites on the SEC’s clarification on…
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March 20, 2023
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience. Pittsburgh,…
March 17, 2023
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from The Banker.
March 9, 2023
Damian Handzy, Confluence’s Managing Director, Performance, Analytics, and Risk, has published a new piece for Investment Week, focusing on the…
February 9, 2023
Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times, providing his insights on…
January 19, 2023
Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve…
December 16, 2022
In the News: Professional Adviser: Firms urged to engage with ‘huge opportunity’ PRIIPs consultation
On 9 December the UK government announced it would repeal the European Union’s packaged retail and insurance-based investment products (PRIIPs)…
December 2, 2022
Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based…
December 2, 2022
Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based…
November 21, 2022
Just as investors thought they had their heads around European green funds rules, the UK’s FCA has revealed the proposals for its own sustainability disclosure regime.
November 11, 2022
Enthusiasm for ESG in the US is markedly less than in Europe, with certain states dismissive of ‘whimsical notions of…
November 10, 2022
As world leaders gather for the United Nations Framework Convention on Climate Change’s (UNFCCC) annual conference — this year COP27,…