At a time when the asset management industry faces an increasing regulatory burden and macroeconomic uncertainty, CACEIS is strengthening its relationship with clients by offering them innovative additional services. “As a strategic partner, we place great importance on listening to our clients and understanding their needs, so as to offer support that goes beyond standard services”, says Hubert Montcoudiol, Head of Regional Coverage France.
Our current strategy is to imagine solutions rather than product ranges, such as support for fund distribution through our International Fund Register (RNI) and Data Analytics services (investor behaviour analysis). These are solutions developed specifically to facilitate the distribution of our clients’ funds, both in France and abroad.
To better assist our clients when they are away from the office and give them 24/7 access to their services and reports through a quicker, easier to use and more secure channel, CACEIS’s digital offering has been significantly expanded to include new dedicated OLIS Mobile applications for each category of client.
Launched in 2016 by CACEIS, the collaborative TEEPI platform is a resounding success and has already prompted a great many institutional clients and management companies to participate in the exchange of their Tripartite files.
Collateral management, securities lending and cash reinvestment are some of CACEIS’s other major areas of development for its clients. At the same time we also enhance our market access services through fully integrated execution and clearing solutions on the cash equity and listed derivatives markets.
Another important development took place in the agricultural commodity sector in 2016. “The merger of CACEIS with Sigma Terme has consolidated CACEIS’s position among the main agricultural commodity market operators and convinced many players from the agrifood business to join us”, added Hubert Montcoudiol.
CACEIS’s corporate clients offering has also been diversified through targeted solutions. In addition to issuer services (registrar services, bond issuance, corporate actions, general meetings, employee shareholding), for which CACEIS is the leader in France with a 40% market share (by number of issuers listed on Euronext Paris), securities custody and execution/clearing services on fixed income and equity markets also proved very successful among companies and their holding companies.
In the coming years, CACEIS will continue to put its clients at the heart of its offering, by optimising its operational and regulatory functions and supporting the distribution and development of their funds.