September 30, 2022 Charting a Path to SFDR Deadlines: Optimizing ESG and EET data collection, quality and reliability By Shane Flatman, Senior Product Manager – Compliance, Reporting, and Services, CSS, A Confluence Company The Sustainable Finance Disclosure Regulation (SFDR)…
September 27, 2022 Charting a Path to PRIIPS KID Deadlines: Four Months Left to Make Significant Data, Calculation and Filing Changes Author: Shane Flatman, Senior Product Manager Compliance, Reporting and Services. Conversations with investment firms, management companies, fund administrators and industry attorneys have ramped up…
Juli 7, 2022 Key Considerations When Replacing UCITS KIIDs With PRIIPs KIDs With the ever-changing regulations and the strain they place on internal resources, it is increasingly important that firms have a…