September 20, 2023
Clear rules for standard disclosures make compliance easier for ESG and private funds, said Todd Moyer, president and chief operating officer…
Blog
August 2, 2023
For investors tracking their shareholder identification obligations required by EU issuers under SRD2: Note that ESMA and the EBA have…
July 24, 2023
Author: Aspasia Latsi, International Regulatory Analyst Now that the TSAM – the Summit for Asset Management in London – is…
July 19, 2023
Pittsburgh, PA, July 19, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry…
July 13, 2023
Todd Moyer, Confluence’s President and Chief Operating Officer, recently sat down with Traders Magazine to discuss data and reconciliation challenges…
July 10, 2023
Confluence’s President and COO, Todd Moyer, and CTO, Chris Evans, recently spoke with WatersTechnology on the announcement of our new solution, Unity Rex
July 7, 2023
The SEC has recently reopened the comment period for position reporting of large Security-Based Swap (“SBSs”) positions (proposed new Rule…
July 3, 2023
Global scientific consensus and domestic political interests compete for its attention The SEC’s forthcoming Final Rule, requiring climate-related disclosures by…
June 29, 2023
Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds Pittsburgh, PA, June 29, 2023 – Confluence…
June 22, 2023
Last week, the SEC adopted two new rules related to the security-based swaps (SBS) markets, namely Rule 9j-1 and Rule 15fh-4(c)….
June 21, 2023
FR EN Confluence solutions to produce cost-efficient, transparent, customizable and compliant reports Pittsburgh, PA, June 21st, 2023 – Confluence has won public…
June 21, 2023
FR EN Confluence permet la production de rapports clairs, personnalisables et conformes aux réglementations Paris le 21 juin 2023 –…