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: Sponsored by FundGuard: NAV Resilience Under DORA, A Year of Lessons Learned

The EU’s Digital Operational Resilience Act (DORA) came into force a year ago, and is reshaping how asset managers, asset owners and fund service providers think about operational risk. While DORA’s focus is squarely on ICT resilience and third-party dependencies, its implications extend deep into core operational processes that are critical to market integrity, investor...

BLOG

FinCEN Issues New Guidance on SARs : Less Box-Ticking, More Signal

The Financial Crimes Enforcement Network (FinCEN), together with the Federal Reserve, Federal Deposit Insurance Corporation (FDIC), National Credit Union Administration (NCUA), and the Office of the Comptroller of the Currency (OCC), recently issued new guidance clarifying how financial institutions should approach the filing of Suspicious Activity Reports (SARs), see Frequently Asked Questions Regarding Suspicious Activity...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce the inaugural ExchangeTech Summit London on May 14th 2026. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

GDPR Handbook

The May 25, 2018 compliance deadline of General Data Protection Regulation (GDPR) is approaching fast, requiring financial institutions to understand what personal data they hold, why they process it, and whether it is shared with other organisations. In line with individuals’ rights under the regulation, they must also provide access to individuals’ personal data and...