Confluence Announces Partnership with Manaos to Provide SFDR Reporting Solution
Pittsburgh, PA, December 12, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with Manaos, a modular platform built to simplify how institutional investors centralise portfolio data, connect ESG information, and report on the sustainability of their investment.
Under the partnership, Confluence will provide an end-to-end SFDR solution to asset managers on the Manaos platform, including the production of European ESG Templates, and the provision of precontractual and periodic disclosures to end investors.
Damian Handzy, Senior Product Manager, Confluence said: “As global scrutiny of ESG performance intensifies, asset managers are being faced with mounting regulatory obligations and reporting requirements. We’re delighted to make our SFDR reporting solution available to clients on the Manaos platform, providing asset managers with a streamlined service designed to reduce the time and money needed to comply with this regulation, while increasing transparency to end investors.”
Franck Delbes, CEO of Manaos said: “We’re excited to be partnering with Confluence to expand Manaos’ regulatory reporting capabilities. With accurate and timely ESG reporting a growing concern for asset managers, this capability marks a critical step in achieving our vision of bringing the sustainability ecosystem together on a single interface, for more effective investment decision-making, analytics and reporting.”
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners, asset services and asset allocators to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit www.confluence.com
Manaos, a technology subsidiary of BNP Paribas, powers an all-in-one platform that connects the traditional information systems of institutional investors and asset management companies with carefully selected rating agencies and fintechs to manage all their investment services seamlessly. In practice, the Manaos platform enables investors to collect their fund compositions from their asset managers, while standardising portfolio data and allowing for asset-level portfolio look-through. From there, Manaos empowers asset managers and asset owners to test and measure their ESG investments performance by connecting their portfolio data to a range of over 20 best-of-breed ESG data providers (including MSCI, S&P Sustainable 1, Morningstar Sustainalytics, Moody’s and ISS ESG). Once enriched with third-party data, Manaos offers flexible, multimodal portfolio data extraction along with seamless data visualisation and dashboards features. Finally, Manaos reporting solutions help investors with the production of EETs (European ESG Template), SFDR PAI Statements, TCFD, LEC Art.29, Taxonomy regulatory reports, custom ESG reports and more. For more information, visit www.manaos.com