CACEIS

CACEIS - European Expertise with North American Proximity

A look inside our growing US presence - helping asset managers navigate the changing financial landscape with a full commitment to the Crédit Agricole group’s core values.

ATLAS: Advancing CACEIS’ Integrated Asset Servicing Model

Building on its long-standing middle office expertise, CACEIS is enhancing its Front-to-Back servicing model with ATLAS.

CACEIS and Triodos Investment Management strengthen partnership with new servicing mandate for Dutch Article 9 funds

Under the new mandate, CACEIS will provide custody, depositary and fund administration services, along with a range of reporting and additional fund-related services. CACEIS‘s integrated front-to-back solution streamlines all operational aspects of investment portfolio processing including reporting. These services will enable Triodos Investment Management to focus on its core area of expertise as an impact investor, generating benefits for society, alongside a financial return.

Advancing OLIS’s digital transformation for an improved client experience

CACEIS is constantly working to enhance the OLIS client portal. The way users interact with it is changing rapidly and we are pushing ahead with key feature upgrades so the experience is more streamlined and intuitive, giving users greater independence.

CACEIS medium term plan 2028: the new strategic horizon

On 18 November 2025, Crédit Agricole S.A. unveiled its medium-term plan, ACT 2028, with the desire to be a conquering bank, leader in Europe, leader in transitions and leader in new technologies. CACEIS is now defining its own strategic priorities to align with these overarching ambitions.

Jean-Jacques Barbéris joins CACEIS as Deputy CEO in charge of coverage and digital assets

📅 05/19/2026 – CACEIS, European leader of asset servicing, will propose the appointment of Jean-Jacques Barbéris as Deputy CEO in charge of coverage and digital assets, at the next meeting of the CACEIS Board of…

Atlas by Caceis – Our integrated, front-to-back asset servicing model

📅 05/06/2026 – Building on our middle office expertise, CACEIS is enhancing its front-to-back asset servicing model with ATLAS—combining support across the entire investment lifecycle with in-depth operational…

Crédit Agricole S.A. first quarter 2026 results available

📅 04/29/2026 – Crédit Agricole S.A. first quarter 2026 results available

A world first: Funds and their depositaries enter the tokenised era

📅 04/28/2026 – Montpensier Arbevel Focus Small 2030, together with CACEIS as depositary, is taking part in the world’s first natively tokenised IPO on Lise.

ETF: Evolving products mean evolving service needs

📅 04/23/2026 – Evolution is an important theme and is central to the ongoing growth of ETFs. The first ETFs housed a single share class, passively tracking vanilla equity indexes and this was the status quo for many…

MISP: strengthening financial market integration in Europe

📅 04/22/2026 – The European Commission’s proposed Market Integration and Supervision Package (MISP) is designed to remove key barriers to capital market integration. It aims to strengthen the role of the European…

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