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: How to gain operational efficiency in corporate actions processing

While the risk associated with corporate actions is well established, many financial institutions continue with manual processing in the back office. More often than not, corporate actions information is manually keyed in and event processing lacks automation. This results in operational inefficiency, and financial risk due to missed events or simply getting it wrong. These...

BLOG

DSB Adds Option to Use Alternative Underlier Ids to Search for or Create UPIs

The Derivatives Service Bureau (DSB) continues to prepare for the production launch of the Unique Product Identifier (UPI) on 16 October 2023 with an option for users of the UPI User Acceptance Test (UAT) environment to search for and create UPIs using a range of alternative underlier IDs. The alternative underlier ID feature allows firms...

EVENT

Data Management Summit New York City

Now in its 13th 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 Reporting Handbook – First Edition

Welcome to the inaugural edition of A-Team Group’s Regulatory Reporting Handbook, a comprehensive guide to reporting obligations that must be fulfilled by financial institutions on a global basis. The handbook reviews not only the current state of play within the regulatory reporting space, but also looks ahead to identify how institutions should be preparing for...