Confluence Appointed by Royal London Asset Management for AIFMD Annex IV Reporting
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The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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Please click here for more information on Premium features or contact us.
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Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting and performance measurement and analysis, today announced that Royal London Asset Management has selected the company’s Unity NXT™ AIFMD Annex IV transparency reporting solution to support their growing alternative investment fund business.
The Alternative Investment Fund Managers Directive (“AIFMD”) regulation covers hedge funds, private equity, real estate and other Alternative Investment Fund Managers (“AIFMs”) in the European Union. The Directive requires all AIFMs to obtain authorisation, and make various disclosures as a condition of operation in the region. Confluence's AIFMD Transparency Reporting technology-enabled service allows asset managers to gain control over this complex undertaking - from the collection of data, the calculation of answers, the approval of the report form’s contents, to the transmission of the filing.
Royal London Asset Management needed a solution to satisfy its growing AIFMD reporting burden efficiently and cost effectively while meeting the deadlines.
“We were looking for a solution that would provide us with the control we need and the scalability to grow as we continue to expand our global footprint,” said Martyn Gatehouse, Senior Regulatory and Financial Accountant, Royal London Asset Management. “Not only has the Confluence software met these needs, their team has provided the expertise to help us navigate the complexity of the data aggregation and filing requirements associated with AIFMD.”
As a global leader in data-driven solutions for efficiency and control, Confluence solves tough data management and automation challenges for the asset management industry, including performance reporting, regulatory reporting, investor communications and fund expense management. Confluence solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations which results in lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources. The platform features solutions to support a wide array of fund types – including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds. Seven of the top 10 global service providers license Confluence products and eight of the top 10 global asset managers have business processes automated through Confluence.
Headquartered in Pittsburgh, PA, Confluence serves the international fund industry with locations in Brussels, Dublin, Ho Chi Minh City, London, Luxembourg and San Francisco.