--- title: "Outlook 2019: Gary Casagrande, Confluence" description: Every facet of buy-side operations is set to go under the digitalization microscope. image: https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/iStock-507378942-May-12-2022-09-32-51-61-AM.jpg --- ![websites-group](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/new-MMG-01.svg) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-new-marketsmedia-logo.svg)](https://www.marketsmedia.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-traders-redlogo.svg)](https://www.tradersmagazine.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-bestexe-logo.svg)](https://www.bestexecution.net/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-fidesk-logo.svg)](https://www.fixglobal.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-fixglobal-new-logo.svg)](https://www.fixglobal.com/) - [*Facebook*](https://www.facebook.com/MarketsMedia/) - [*Twitter*](https://twitter.com/marketsmedia) - [*Linkedin*](https://www.linkedin.com/company/markets-media-llc) - [Newsletter](https://articles.marketsmedia.com/outlook-2019-gary-casagrande-confluence#popup-newsletter) #### Want the latest news on securities markets -- FREE? Sign up to receive exclusive articles on topics including: - Equity market structure - Profiles of buy-side investment firms - The evolution of multi-asset-class trading - Regulation and its implications for markets - The search for liquidity in fixed income markets - The convergence of fintech and capital markets Select one or more newsletters you would like to receive: menu [![Markerts media](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/header%20logo.svg "Markerts media")](https://articles.marketsmedia.com/) - [Latest News](https://articles.marketsmedia.com/tag/latest-news) - Latest News - Outlook 2019: Gary Casagrande, Confluence Search - [Home](https://articles.marketsmedia.com/) - [Trending](https://articles.marketsmedia.com/tag/trending) - [Featured](https://articles.marketsmedia.com/tag/daily-email-feature) - [Sectors](https://articles.marketsmedia.com/tag/sectors) - [From The Markets](https://articles.marketsmedia.com/tag/from-the-markets) - [AWARDS](https://articles.marketsmedia.com/tag/events) - [Newsletter](https://awards.marketsmedia.com/newsletter-sign-up) - [Newsletter](https://articles.marketsmedia.com/outlook-2019-gary-casagrande-confluence#popup-newsletter) Hide search Search - NewsLetter ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/trading-up-occ-iex-select-board-members-citadel-lands-lieblich-573x379-Jul-07-2022-09-34-11-57-AM.jpg) [ON THE MOVE: Citi Hires Artie Ambrose;...](https://articles.marketsmedia.com/on-the-move-citi-hires-artie-ambrose-natalie-a-brown-to-mesirow) ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/Depositphotos_445735906_L.jpg) [Trading Adapts to ESG and Sustainable...](https://articles.marketsmedia.com/trading-adapts-to-esg-and-sustainable-investing) ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/iStock-917493152-Jul-07-2022-09-34-19-09-AM.jpg) [Focus on FX Execution Connectivity](https://articles.marketsmedia.com/focus-on-fx-execution-connectivity) ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/Depositphotos_333839538_L.jpg) [TRACE Turns 20](https://articles.marketsmedia.com/trace-turns-20) 01.03.2019 By Rob Daly Latest News # Outlook 2019: Gary Casagrande, Confluence 01.03.2019 By Rob Daly ![Outlook 2019: Gary Casagrande, Confluence](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/iStock-507378942-May-12-2022-09-32-51-61-AM.jpg) [Share](https://www.facebook.com/share.php?u=https://articles.marketsmedia.com/outlook-2019-gary-casagrande-confluence) [Tweet](https://twitter.com/intent/tweet?text=US+ETFs+Have+Record+Net+Inflows&url=https://articles.marketsmedia.com/outlook-2019-gary-casagrande-confluence) [Share](https://www.linkedin.com/cws/share?url=https://articles.marketsmedia.com/outlook-2019-gary-casagrande-confluence) *Gary Casagrande is vice president of global market strategy at Confluence.*   ![](https://articles.marketsmedia.com/hs-fs/hubfs/Imported_Blog_Media/Gary-Casagrande-Confluence-150x150-1.png?width=150&height=150&name=Gary-Casagrande-Confluence-150x150-1.png) Gary Casagrande, Confluence **What was the most important lesson of 2018?** By learning how to accommodate the fundamental change to their processes represented by N-PORT and N-CEN, virtually every US asset management firm can now use their new thinking, technologies, and processes to handle any new regulations that come at them from anywhere around the world.  These 2018 successes will play out in 2019 as repeatable processes of other new data delivery and management requirements.   **How should this year be known?** The new year will be known as “The Year of the Investment Management Industry Going Digital.” There is an awful lot of automation, data flow, responsive design, user experience and connectivity issues the industry will be sorting out this year. In 2018, following the momentum built in reaction to SEC Modernization and the work done for the past two years to get ready for it, many firms and the industry at-large has made significant progress toward becoming more digital.  In 2019, big questions will continue to surround this aspect of all investment management operations, back office included, especially as investment managers determine their approach to shareholder reporting and operations relative to Rule 30-e3’s paperless options. That said, the overall, long-term vision is clear:  provide instant access to real-time investment information anytime, anywhere and from any device for all industry participants (including front-, middle- and back-office staff, institutional and Main Street investors, and regulators). 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