Confluence

🎙️ “It’s about translating regulatory complexity into clarity — helping clients understand what’s changing, why it matters, and what to do next.” — Aspasia Latsi, International Regulatory Analyst, Confluence From global disclosure thresholds to evolving short selling regimes, our experts work every day to turn regulatory change into actionable insight. 🔍 Explore A Day in the Life with Aspasia and Mike — and see how Confluence helps firms Take Command of Complexity in investment monitoring. 👉 Read & listen on our website: https://lnkd.in/gWw5-2Ee #ExpectIt #InvestmentMonitoring #RegTech #Compliance #ShortSelling #TakeCommandOfComplexity

The Q3 Preliminary Plan Universe Performance Report is now available: https://bit.ly/4oza6GU. "Global equity markets posted strong performance in Q3 2025, led by continued excitement around AI." Click the link to read more. #PlanUniverse #ExpectIt

What disclosures matter most in attribution reporting? Carl Bacon, CIPM, will share his perspective at the CFA GIPS® Standards Conference. This session is a must-attend for anyone shaping performance reporting frameworks. Register now: https://lnkd.in/eRVCezCy #GIPSConference #CarlBacon #AttributionReporting #CFAInstitute

We’re proud to announce Bryan Woodard as Confluence’s new Chief Legal Officer Bryan brings over two decades of legal and regulatory leadership in financial services, most recently as EVP and Deputy General Counsel at State Street. His deep expertise in global markets, governance, and strategic legal initiatives will be instrumental as he leads our global legal strategy and compliance functions. “Bryan’s appointment reflects our deep commitment to legal excellence and operational integrity,” said Spiros Giannaros, CEO of Confluence. “His proven leadership in navigating complex legal landscapes, understanding our customers, and driving strategic initiatives makes him an invaluable addition to our executive team as we continue to scale our global platform and deliver trusted solutions to our clients.” Bryan will be based in our newly opened Boston office, reporting directly to Confluence CEO, Spiros Giannaros. Read the full press release to learn more: https://lnkd.in/g2JHimjH #Leadership #LegalExcellence #ExecutiveLeadership #ExpectIt

Check out the latest article from Mike Jervis, CFA: https://lnkd.in/gDvnE-Ds. While it is hard to pinpoint precisely why a stock or portfolio performs, given the complexity of the market and all its crosscurrents, it is crystal clear that factors matter. #StyleAnalytics #ExpectIt

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐧𝐞𝐯𝐞𝐫 𝐬𝐭𝐚𝐧𝐝𝐬 𝐬𝐭𝐢𝐥𝐥 — 𝐚𝐧𝐝 𝐧𝐞𝐢𝐭𝐡𝐞𝐫 𝐝𝐨 𝐰𝐞. In the 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 2025 𝐑𝐞𝐠𝐓𝐞𝐜𝐡 𝐑𝐞𝐩𝐨𝐫𝐭, we explore how global regulators are reshaping disclosure and data-driven oversight. From 𝐈𝐫𝐞𝐥𝐚𝐧𝐝’𝐬 𝐀𝐈𝐅 𝐫𝐮𝐥𝐞𝐛𝐨𝐨𝐤 overhaul to the SEC’s latest updates on 𝐅𝐨𝐫𝐦 𝐏𝐅 and short position disclosures, this month’s edition unpacks the developments shaping compliance and governance today. Read the full report for expert insights and analysis from the Confluence team. 📘 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭 𝐟𝐨𝐫 𝐞𝐱𝐩𝐞𝐫𝐭 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐚𝐧𝐝 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐂𝐨𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞 𝐭𝐞𝐚𝐦. #RegTech #Compliance #ExpectIt #FinancialServices #AssetManagement

Adriana Ruiz-Miranda shares her latest analysis on Linde, October 15, 2025: "Sustainable Bonds, Sustainable Impact." Linde’s yield curve reflects investor confidence in both its financial strength and ESG strategy, highlighting the company’s leadership in both credit quality and sustainability. 📈 A Steep Curve with a Sustainable Signal Linde’s Euro yield curve rises from 2.3% (1Y) to 3.9% (30–40Y), with a 2Y–30Y steepness of 162 basis points. This is 35 bps steeper than both the Bund and Irish sovereign curves. This signals investor expectations of long-term value and resilience, likely tied to Linde’s transformative investments in clean technologies and decarbonization. 🌱 ESG Credentials: ESG Risk Score: 11.6 (negligible risk, Sustainalytics) FTSE4Good: 10 consecutive years Dow Jones Sustainability Index: 22-year inclusion S&P Global Yearbook 2025: Recognized for ESG excellence 💼 Financial Performance: Q2 2025: EPS reached $4.09 (+6% YoY), operating margin hit a record 30.1%, and operating cash flow rose 15% YTD. Linde deployed $6.5B year-to-date while maintaining disciplined leverage. 🔍 Investment Thought: Linde offers ESG-aligned fixed income exposure with attractive yields and low credit risk. For long-duration portfolios, the steep curve provides an opportunity to lock in higher returns while aligning sustainability goals. 📌 Looking Ahead As regulatory frameworks like SFDR continue to drive ESG integration, companies like Linde are positioned to benefit from preferential financing costs and sustained investor demand. ❔ The question for ESG allocators: Are you capturing this ESG-finance convergence in your portfolios? #ESGInvesting #SustainableFinance #FixedIncome #Linde #GreenBonds #ESGPremium #FinancialAnalysis #ImpactInvesting

Read the Factor Performance Report here https://lnkd.in/gPyg3UeJ. Global equity markets posted strong performance in the third quarter of 2025, underpinned by a combination of easing trade tensions, excitement surrounding AI, and supportive monetary policy. #StyleAnalytics #ExpectIt

𝗖𝗼𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝘄𝗶𝗻𝘀 ‘𝗕𝗲𝘀𝘁 𝗔𝗜-𝗕𝗮𝘀𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗗𝗮𝘁𝗮 𝗤𝘂𝗮𝗹𝗶𝘁𝘆’ 𝗮𝘁 𝘁𝗵𝗲 𝟮𝟬𝟮𝟱 𝗔𝗜 𝗶𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 Our Confluence Rex platform was recognized for using AI to streamline regulatory reporting and improve data integrity for investment managers. “Rex streamlines complex data validation, enabling higher accuracy and faster turnaround with less manual effort. This award highlights our commitment to using advanced technology for better regulatory outcomes.” Kathleen Keenan, Chief Product Officer at Confluence Read the press release for more details: https://lnkd.in/gwKsXjsn To unlock AI-powered reconciliation efficiency, visit: https://lnkd.in/gCQS_RjU To see the list of winners, visit the AI in Capital Markets 2025 Awards website: https://lnkd.in/exV69rYh

Today’s session brought together a full room of clients and industry peers to explore the FCA’s upcoming Consumer Composite Investments (CCI) framework and share perspectives under Chatham House Rules. A big thank you to everyone who joined us — and to Lewis Davison and Dominic Clabby for leading an engaging and thought-provoking discussion. It’s always valuable to connect directly with our community, exchange ideas, and hear firsthand how firms are preparing for what’s ahead. There is still time to join our Thursday workshop - please register your attendance here: https://lnkd.in/gSQPhgiR #ExpectIt #Confluence #RegTech #FinancialReporting #AssetManagement #FCA