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Annex Wealth Management selects new Confluence solution
19 September 2024 UK
Reporter: Clelia Frondaroli

The solution aims to offer customised performance calculations and reporting along with rules automation for composite calculations to asset managers and service providers

Yealand Fund Services partners with Confluence
25 July 2024 UK
Reporter: Clelia Frondaroli

Adopting Confluence Valuations Pricing Service will enable Yealand to service global clients with new pricing snapshots relevant to UK and European markets

Confluence integrates MSCI ESG Research data into Style Analytics
25 March 2024 US
Reporter: Sophie Downes

The firm says the data will help meet the evolving needs of asset managers in the ESG landscape by offering in-depth analysis, comparison and enhancement of portfolios

BCBS proposes action on “window dressing” in G-SIB reporting
07 March 2024 Switzerland
Reporter: Bob Currie

Basel Committee considers requiring banks falling into scope of the Global Systemically Important Bank (G-SIB) framework to report G-SIB indicators based on average values over the reporting year, rather than by using year-end values

Confluence and Manaos partner on SFDR reporting solution
12 December 2023 US
Reporter: Lucy Carter

Through the partnership, Confluence will offer an end-to-end SFDR solution to its asset manager clients

State Street makes changes to investment services division
31 October 2023 US
Reporter: Lucy Carter

Ron O’Hanley will replace Louis Maiuru as president of the investment services business, effective 1 January 2024

Confluence Technologies launches Prism Analytics
26 September 2023 US
Reporter: Jenna Lomax

Technology solutions provider Confluence Technologies has launched Prism Analytics in an effort to assist the investment management industry with data analytics

Confluence introduces liability reporting to its PARis solution
25 September 2023 US
Reporter: Klea Neza

Confluence’s PARis solution allows its users to enter actuarial data which is combined with index data to deliver institutional-grade liability reporting

Confluence boosts bond pricing service offering
13 July 2023 UK
Reporter: Lucy Carter

Confluence Technologies has expanded the coverage of its evaluated bond pricing service, offering pricing for 815,000 bonds globally and reaching a broader range of markets

Confluence unveils Unity Rex for financial reporting
30 June 2023 US
Reporter: Klea Neza

Confluence reveals AI strategy to deliver impact for investment management industry

Arcesium partners with Confluence for data services
27 June 2023 US
Reporter: Klea Neza

Arcesium partners with Confluence to deliver integrated data management and analytics solutions

Caisse des Dépôts picks Confluence to manage shareholder disclosures and operations
23 June 2023 France
Reporter: Jenna Lomax

France-based Caisse des Dépôts has selected Confluence to manage its asset management department’s shareholder disclosures and operations