About a-team Marketing Services
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: Generative and Agentic AI in Financial Markets: What the Data Really Shows

Artificial intelligence is reshaping financial markets – but the reality on the ground is more nuanced, more uneven, and more instructive than the headlines suggest. A new A-Team Insight research programme, drawing on responses from senior AI decision-makers at buy-side and sell-side institutions across the USA, UK and Canada, reveals a market in transition: from...

BLOG

Drive to Scale AI Makes Trust the Holy Grail of Data Managers: Webinar Preview

The race to implement artificial intelligence at scale within financial institutions’ technology stacks has made it imperative that they ensure their data foundations are solid. Without trusted data, AI is a potential minefield of erroneous outputs, hallucinated responses and inaccurate analyses. This compromises leaders’ ability to make well-informed decisions and poses the risk they’ll make...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...