About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

BlueBay Asset Management Selects Confluence Hosted Services for Regulatory Reporting

Subscribe to our newsletter

BlueBay Asset Management has selected Confluence to support its automated regulatory reporting following a competitive selection process and on the basis of the company’s ability to meet both immediate and future regulatory reporting requirements.

BlueBay, a manager of fixed income and alternative investment products, will initially use Confluence’s Unity NXT hosted services for AIFMD, Form PF and Form CPO-PQR reporting. The NXT solutions support data aggregation, interrogation and calculation, as well as client approval of reports and regulatory filing.

Simon Lumsdon, global head of technology at BlueBay, says: “As part of our drive to automate our regulatory reporting solutions, we wanted a platform that would allow us to fulfil not only our current AIFMD, Form PF and Form CPO-PQR reporting obligations, but also allow us to meet future obligations. We chose Confluence because of its expertise and its track record in helping the industry adapt to changing regulatory requirements.”

Confluence has been developing and delivering regulatory reporting solutions for more than a decade and is dedicated to helping asset managers comply with increasing fund management regulation. Melvin Jaywardana, European market manager at Confluence, explains: “Many asset managers are facing data issues in regulatory reporting. To address these issues, the need is to pull all the data necessary for reporting together on a single platform, rather than develop point solutions. Confluence offers one platform that can fulfil asset managers’ regulatory reporting needs.”

While the fund industry’s focus is on this month’s AIFMD reporting deadline, Jaywardana says Confluence is readying for new regulations including MiFID II and Solvency II, which are expected to come into force in 2016.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: GenAI and LLM case studies for Surveillance, Screening and Scanning

As Generative AI (GenAI) and Large Language Models (LLMs) move from pilot to production, compliance, surveillance, and screening functions are seeing tangible results – and new risks. From trade surveillance to adverse media screening to policy and regulatory scanning, GenAI and LLMs promise to tackle complexity and volume at a scale never seen before. But...

BLOG

LemonEdge Seeks to Fill Tech Gap in Private Fund Accounting

As private markets and assets grow in importance to institutional investors, so are the challenges they face; not least of all their data processes. A report by Dynamo Software in February found that the biggest challenges faced by accounting professionals in private equity, venture and hedge funds were tech and data-related; manual data entry and...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Regulatory Data Handbook 2020/2021 – Eighth Edition

This eighth edition of A-Team Group’s Regulatory Data Handbook is a ‘must-have’ for capital markets participants during this period of unprecedented change. Available free of charge, it profiles every regulation that impacts capital markets data management practices giving you: A detailed overview of each regulation with key dates, data and data management implications, links to...