“Whether it’s SFDR, PRIIP, AIFMD or MiFID II, asset managers and owners need a holistic approach to meet regulatory and disclosure requirements while reducing the costs of siled data.”
Confluence announced that its end-to-end, multi-source, multi-asset class ESG solution saw customer adoptions double in the first half of 2022 compared to full year 2021.
The integrated ESG solution is gaining widespread industry adoption following the company’s acquisitions of Investment Metrics and Compliance Solutions Strategies (CSS), the company said.
Confluence helps the investment management industry solve complex investment analysis and regulatory challenges, including helping clients meet global ESG regulatory deadlines and streamline ESG portfolio analysis and reporting.
Chris Riggio, Chief Revenue Officer, Confluence, said: “Whether it’s SFDR, PRIIP, AIFMD or MiFID II, asset managers and owners need a holistic approach to meet regulatory and disclosure requirements while reducing siled data costs. They also need a consistent, streamlined analytical approach to gaining investment insights across multiple asset classes, funds, and funds of funds. That’s why our clients rely on our proven front-to-back office solution and our team of experts who monitor and advise on ESG disclosure requirements and changes.
Confluence’s ESG solution provides multi-source ESG data and ratings, ESG portfolio analysis for sales and distribution, multi-asset class ESG performance and risk analyses, and ESG risk reporting , customers and regulation (including pre-contractual, periodic and Article 10 Web SFDR of summary information as well as the European ESG model (EET)), helping our customers to gain in productivity and profitability.
The company has 15 offices across the UK, Europe, North America, South Africa and Australia.
In June, Confluence brought on Sanjoy Chatterjee as Chief Strategy Officer as part of a recruitment drive that welcomed Chris Riggio as Chief Revenue Officer and Phillipa McLune as Chief Customer Officer.
The company has also been active in acquiring other businesses, such as Investment Metrics and Compliance Solutions Strategies (CSS) at the end of 2021. In fact, it was the acquisition of Investment Metrics that brought Sanjoy Chatterjee at Confluence because he was the founder and chief strategy officer. Officer.
His 30-year career will prove invaluable to Confluence, which will be able to leverage his experience in innovative technologies and expertise to solve clients’ complex business needs.
Confluence Technologies offers a wide range of data solutions relating to performance and analytics, risk, regulation, investors and ESG. communication.