MSCI Inc. (NYSE:MSCI), a leading provider of analytics,
applications and services to institutional investors, has entered
into agreement with Confluence Technologies, Inc (“Confluence”), a
global leader in investment data management automation for
regulatory, financial and investor reporting, to help asset
managers streamline compliance with SEC Modernization and other
regulatory reporting requirements.
The SEC’s sweeping modernization rules – in particular the
introduction of new monthly portfolio reporting requirements (Form
N-PORT) – can place an added operational burden on asset managers.
Compliance with the rules may require additional market data,
analytics and new reporting infrastructure.
Working together, MSCI and Confluence will offer a streamlined
solution designed to facilitate compliance with the SEC’s new
reporting requirements. MSCI will optimize the delivery of its data
and risk and liquidity analytics for easier integration into
Confluence’s Unity NXT® Regulatory Reporting solution. These
analytics include the calculation of market risk sensitivities at a
portfolio and position level, and the classification of funds’
investments into liquidity buckets, as outlined in SEC Rule 22e-4.
Mutual clients of MSCI and Confluence will receive easy and
efficient access to the data and analytics they can leverage to
comply with the SEC’s Form N-PORT requirements.
“We are pleased to work with Confluence in offering asset
managers a streamlined and efficient solution to help meet their
ever-changing and growing regulatory requirements,” said Giulio
Panzano, MSCI’s Global Head of Analytics Product Management.
“MSCI began working on modeling liquidity risk in 2010 and launched
the LiquidityMetrics methodology in 2013. Our goal is to provide an
end-to-end liquidity risk management solution that offers the data,
risk modeling framework and enterprise reporting capabilities asset
managers can use to fulfill their regulatory requirements.”
“SEC Modernization is a gamechanger for back offices across the
asset management industry,” said Todd Moyer, Chief Operating
Officer at Confluence. “Obtaining the data they need to comply with
new requirements has become a major challenge for fund managers,
and while Confluence has become an indispensable solution for our
clients, our model depends upon a close working relationship with
the best market data providers and risk management specialists,
such as MSCI.”
MSCI is ranked as a top 3 risk management technology firm
according to the 2018 RiskTech100®, a study of risk and compliance
technology companies by Chartis. Since launching LiquidityMetrics,
the firm has continued to expand its functionality in step with
evolving regulatory mandates. As a result, MSCI has received
numerous awards for LiquidityMetrics, most recently earning a
Risk.net 2018 Market Technology Award for Market Liquidity Risk
Product of the Year.
About MSCI
For more than 40 years, MSCI’s research-based indexes and
analytics have helped the world’s leading investors build and
manage better portfolios. Clients rely on our offerings for deeper
insights into the drivers of performance and risk in their
portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical
models, data, real estate benchmarks and ESG research.
MSCI serves 99 of the top 100 largest money managers, according
to the most recent P&I ranking.
For more information, visit us at www.msci.com.
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