Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

37274

Confluence delivers 18f-4 Derivatives Monitoring Solution to insurance and multi-strategy investment firm

RELATED TOPICS​

Confluence Technologies, Inc (Confluence), a global technology solutions provider helping the investment management industry solve complex investment data challenges, has expanded its partnership with a large Midwest insurance and multi-strategy investment firm that will utilise Confluence’s cloud-based Revolution platform for its 18f-4 derivatives and risk monitoring needs.

The multi-strategy firm, which already uses Confluence’s Unity NXT Regulatory Reporting platform, will implement Confluence’s Revolution platform to provide a comprehensive solution compliant with the SEC’s updated 18f-4 framework requiring heightened disclosures and monitoring of derivatives exposure. With a focus on risk and regulatory oversight, this enhancement will provide the firm with a comprehensive suite of services including back testing, stress testing, board reporting, derivative and risk monitoring, and more.

Confluence’s 18f-4 solution has been built for automation and scale so that clients can reduce the risk of inaccurate or inconsistent filings, while providing checks and control over the entire reporting process. 

Revolution’s ability to provide risk and regulatory capabilities, as well as performance measurement and attribution analysis, offers clients a fully integrated experience including robust data control and validation tools within a scalable cloud-based environment. The multi-faceted nature of the offering means clients can streamline all their regulatory risk reporting needs, enabling them to focus on what is most important: adding value for their own clients.

“We’re excited to expand our regulatory reporting offering as the United States’ regulatory regime catches up to that of Europe in this area,” says Todd Moyer, Confluence’s President and Chief Operating Officer. “Confluence is helping firms comply with these new, complex rules using our trusted products that bring the front, middle and back office together. Utilising our Unity NXT Regulatory Reporting and Revolution platforms presents a unique opportunity for firms to deliver unprecedented capabilities to their own clients, and we’re looking forward to continuing our partnership.”
 

Latest News

Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according..
Octopus Investments (Octopus) has announced it has launched a Natural Capital Strategy...
Research firm focused on Alternative UCITS funds, Kepler Absolute Hedge, has published its Market Intelligence..

Related Articles

Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Different flavours
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led, multi-boutique global asset manager with over USD20 billion under management, recently undertook a survey with 204 UK investment professionals, seeking insights into their perceptions and attitudes towards boutique asset managers...
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led,..
UK map
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be worth billions of pounds in the coming years...
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be..
The trend of private equity firms acquiring businesses in the professional services sector continues with CVC Capital Partners eyeing a possible buyout of EY’s Italian consulting branch...
The trend of private equity firms acquiring businesses in the professional services sector continues with CVC Capital Partners eyeing a..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by