Confluence

👋 Confluence is proud to sponsor the Cross-Border Fund Distribution Conference 2025. Our own Dominic Clabby, Enterprise Sales Director, will be attending to connect with asset managers and discuss how Confluence helps simplify cross-border distribution challenges through smarter reporting and compliance solutions. If you’re joining the event, don’t miss the chance to meet Dominic and explore how Confluence can support your growth. Reach out to set up a time to connect: dominic.clabby@confluence.com #ExpectIt #FundDistribution #AssetManagement #RegTech

Your team shouldn’t have to choose between compliance and capacity. If GIPS® composites are draining your resources, it’s time to consider a smarter model. Our flexible services help investment firms maintain compliance — without sacrificing internal bandwidth. Unlock the power of Revolution Composites for your firm - https://lnkd.in/eJMAhKbY                                                                                                            #InvestmentCompliance #PerformanceMeasurement #GIPSVerification #GuardianPerformanceSolutions                             GIPS® is a registered trademark owned by CFA Institute

Performance with Purpose Excited to have Dena Hopkins, CIPM representing Confluence at the Women in Performance Measurement webinar today! This is a space for women to connect, share, and grow—just like the solutions we build to help Performance teams deliver with purpose and precision. 👉 Register now https://lnkd.in/eXPB6yvv #WiPM #WomenInPerformance #InvestmentPerformance #CIPM #FinanceCommunity #ConfluenceTechnologies #ExpectIt

𝗦𝗘𝗖 𝗮𝗻𝗱 𝗖𝗙𝗧𝗖 𝗢𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝗗𝗲𝗹𝗮𝘆 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗳𝗼𝗿 𝗙𝗼𝗿𝗺 𝗣𝗙 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭, 𝟮𝟬𝟮𝟲 The Securities and Exchange Commission (SEC) and U.S. Commodity Futures Trading Commission (CFTC) each voted to further extend the date for investment advisers to comply with amendments to Form PF. The vote marks the second delay this year, as new SEC Chairman Paul Atkins signals a more measured approach to disclosure demands on private fund managers. Read the press release here: https://lnkd.in/e7AnRDjN The final rule (https://lnkd.in/gXgzXuGj) released to effect this delay also notes that during this extension, that the Commissions will complete their review of the amendments, and that “to the extent there are substantial questions of fact, law, or policy, take any further appropriate actions, which may include proposing new amendments to Form PF.” In the meantime until this new compliance date, filers will continue to submit the unamended Form PF, which remains in effect. On September 8th, Confluence published a blog outlining three possible scenarios (https://lnkd.in/gA5wHKJB), including the delay (scenario 2), with suggested best practices to maintain readiness while improving current processes. #FormPF #PrivateFunds #Regulation #RegTech #ExpectIt

Adriana Ruiz-Miranda is back with her weekly yield curve analysis. Energy transition financing presents unique credit challenges. Investors must balance traditional energy cash flows against massive green capex requirements. Companies like Shell are spending $10-15B on low-carbon solutions while maintaining dividend commitments, creating a fascinating credit story where "brown" revenues fund "green" transitions. Bond spreads reflect this delicate balance between legacy stability and transformation risk. 𝗦𝗵𝗲𝗹𝗹 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗕.𝗩.: 𝗙𝗿𝗼𝗺 𝗖𝗿𝗶𝘀𝗶𝘀 𝘁𝗼 𝗚𝗼𝗼𝗴𝗹𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗪𝗲𝗲𝗸𝗹𝘆 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 – 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟭𝟲, 𝟮𝟬𝟮𝟱 𝗧𝗵𝗲 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗧𝗵𝗮𝘁 𝗖𝗿𝗲𝗱𝗶𝘁 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗥𝗲𝘄𝗮𝗿𝗱𝗲𝗱 Five years ago, Shell slashed dividends 85% and bet the company on net-zero. Last week, Google chose Shell to manage its UK renewable energy, validating a strategy that transformed both business model and bond spreads. The result? A 30bps USD funding advantage. 𝗦𝗽𝗿𝗲𝗮𝗱𝘀: USD 10Y: +16bps | EUR 10Y: +60bps | 44bps divergence = American optimism vs European skepticism? 𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗲𝘁𝗿𝗶𝗰𝘀: • Dividend journey: $0.28 → $2.84 (904% recovery) • Credit rating: AA- stable throughout transition • Green capex: $2B → $6B annual commitment • Oil production: 20-year low (strategy in action) 𝗧𝗵𝗲 𝗚𝗼𝗼𝗴𝗹𝗲 𝗩𝗮𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻: Shell managing Google's 100% renewable energy goal isn't just a business win. It's credit market vindication. 𝗧𝗵𝗲 𝗕𝗶𝗴 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: Is Shell's cross-currency spread gap proof that the energy transition playbook works, or are European bond buyers correctly pricing risks that American markets are missing? 𝗨𝗽 𝗻𝗲𝘅𝘁: BMW Group analysis: how automotive electrification reshapes German industrial credit #FixedIncome #EnergyTransition #ShellPlc #GooglePartnership #CorporateBonds #CreditArbitrage #ESG #ExpectIt

Great to be at TSG's PMAR Europe Conference today, surrounded by leaders and innovators in the Performance industry. We’re proud to have our team on-site, connecting with peers and contributing to conversations shaping the future of investment performance. Interested in how we’re advancing performance standards and GIPS® verification workflows? Learn more: https://lnkd.in/gAKwhxiH #PMAREurope2025 #PerformanceMeasurement #InvestmentAnalytics #AttributionExperts #tsg #weareperformance #ExpectIt

A major milestone for the investment management industry. Confluence Technologies and The Spaulding Group (TSG) have collaborated to add TSG Verification Export, significantly enhancing GIPS® standards verification for Asset Managers. This means that Asset Managers can now generate TSG-standard reports instantly — no more manual data mining, formatting, or juggling multiple requests. This enhancement reduces operational risk, accelerates timelines, and lowers the cost of verification —all at the push of a button. Read the full press release here: https://lnkd.in/eHAaZQps     #InvestmentOperations #PerformanceMeasurement #OperationalEfficiency #AssetManagement #ConfluenceTechnologies #VerificationSimplified #TSG #ExpectIt GIPS® is a registered trademark owned by CFA Institute.

Global equity markets posted broad-based gains in August 2025 - find out what contributed to the gains and more in our latest Style Analytics Factor Performance Report: https://bit.ly/4ne0NMo #FactorPerformance #equities #ExpectIt #StyleAnalytics

📢 The September edition of our RegTech Report is here. This month, we explore: ✔️ FCA’s strengthened oversight of short selling and position reporting ✔️ IOSCO and OECD progress on AI governance standards ✔️ ESMA’s increasing focus on hedge fund leverage and systemic risk ✔️ MAS’s disclosure updates for retail investors in Singapore ✔️ SEC’s latest guidance on closed-end funds and private investments Regulatory expectations are shifting fast — are you prepared? #RegTech #Compliance #ExpectIt

We’re excited to be at TSG's PMAR Europe in London this week — the premier conference for performance measurement professionals. It’s always energizing to be part of the conversation, surrounded by familiar (and new) faces from across the industry. If you're attending, see you there! Learn more about our Performance solutions: https://lnkd.in/gSd5wc6Z Hanno van Wyk, CFA Dominic Clabby Peter Kassar Sam Musangeya Damian Handzy #PMAREurope2025 #PerformanceMeasurement #InvestmentAnalytics #AttributionExperts #ConfluenceTechnologies #tsg #weareperformance #ExpectIt