Confluence

Markets are rattled by trade tensions and geopolitical risk, but what if a smart response lies in your factor strategy? Read the article here: https://bit.ly/3HgLnGU

Big news! 🚀 Confluence welcomes Kathleen Keenan as our new Chief Product Officer. With deep expertise in regulatory, analytics, and investor communication solutions, she’ll drive innovation and elevate our product strategy. Welcome aboard, Kathleen! Read the full announcement here: https://lnkd.in/gjw23hBu

VIDEO: BNP Paribas - Securities Services and Confluence on the Future of Private Capital Fund Reporting BNP Paribas’s Securities Services has partnered with Confluence to enhance private capital fund reporting through automation. In a recent conversation with John Lothian News, Laurent Durdilly, Global Head of Private Capital at BNP Paribas’s Securities Services, and Todd Moyer, President and COO at Confluence, highlight how this collaboration improves efficiency, accuracy, and compliance in global financial reporting. https://lnkd.in/d8KWwXdX #FinTech #PrivateFunds #Automation #ExpectIt

📢 𝐓𝐡𝐞 𝐥𝐚𝐭𝐞𝐬𝐭 𝐑𝐞𝐠𝐓𝐞𝐜𝐡 𝐑𝐞𝐩𝐨𝐫𝐭 𝐢𝐬 𝐡𝐞𝐫𝐞. From 𝐔𝐊 𝐜𝐨𝐬𝐭 𝐝𝐢𝐬𝐜𝐥𝐨𝐬𝐮𝐫𝐞 𝐫𝐞𝐟𝐨𝐫𝐦 and 𝐅𝐨𝐫𝐦 𝐏𝐅 𝐝𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬 to the evolution of 𝐄𝐃𝐆𝐀𝐑 𝐍𝐞𝐱𝐭 and the countdown to 13𝐟-2, May's edition covers the global regulatory updates that matter most to asset managers and compliance professionals. 🔍 𝐈𝐧𝐬𝐢𝐝𝐞 𝐄𝐝𝐢𝐭𝐢𝐨𝐧 20: ✅ EDGAR Next & Form PF: Compliance momentum builds ✅ FCA’s proposed CCI cost simplification ✅ SFDR reform vs SDR pause ✅ Short selling transparency under 13f-2 Read now and stay one step ahead. #RegTech #RegulatoryCompliance #EDGARNext #FormPF #13f2 #CCI #Confluence #ExpectIt

TSG's PMAR Conference is off to a great start! For those attending, swing by booth 11 for some swag and a chat with Matt McBarron, Vicken Krikorian, CIPM, Paul Rodriguez, and Gregg Smith. We'd love to hear about all of your performance challenges! #PMAR23 #investmentperformance #portfolioanalytics #ExpectIt

Laurent Louvrier, Confluence's VP of Product - AI, gave his perspective on moving from #AI theory to practice in financial services as part of the panel “Leading the Tech Revolution – Shaping the Future of Financial Services and Asset Management” at the Irish Funds Annual Global Conference in Dublin Today. Thank you to Irish Funds for hosting such a dynamic and timely discussion. It’s clear that the future of finance is being shaped now—and we’re excited to be part of it! #IFConf25 #IrishFunds #AI #fintech #ExpectIt

We are happy to share that data from our Q1 2025 Plan Universe Allocation & Return Analysis Report has been published in Chief Investment Officer https://lnkd.in/gTE8JrEA. Click here https://bit.ly/3F3Ji0k to read the full report. #ExpectIt  

Panel Discussion: Leading the AI Revolution—Shaping the Future of Financial Services & Asset Management AI is driving a major shift in financial services—what’s next? Join industry experts at the Irish Funds Annual Global Funds Conference 2025 for an insightful discussion on how AI is shaping the future of asset management and finance. Date: May 21, 2025 Time: 2:35 PM Location: Dublin Royal Convention Centre Laurent Louvier, Vice President of Product, Artificial Intelligence at Confluence, will join fellow innovators to explore the transformative impact of AI on financial strategies and operations. Gain valuable insights into the technology redefining the industry—don’t miss this important conversation. Learn more: https://lnkd.in/dyHy8BrA #IrishFunds #AIRevolution #FinancialServices #AssetManagement #ExpectIt

We're excited to sponsor this year's TSG PMAR North America Conference on May 21-22 in New Jersey! For those attending, catch Damian Handzy's session "The Future of Performance Data: Automation, AI, and Alternative Analytics" and swing by booth 11 to meet our team. #PMARXXIII #PerformanceMeasurement #GIPS #InvestmentPerformance #AI #ExpectIt

🚨 Regulatory changes are here—are you ready? 🚨 Stay ahead of evolving compliance requirements with our on-demand webinar on AML, Regulation S-P, and more. Learn from industry experts and gain actionable insights to help protect your organization and streamline compliance. 📺 Watch now: https://lnkd.in/gJV7vgNk Want to cut the line and talk to an expert today? Contact us to connect with Confluence Compliance Services. #AML #RegulationSP #Compliance #FinancialServices #ExpectIt