In 2018, CACEIS developed a new Private Equity accounting platform and digital web-tools dedicated to Private Equity, Real Estate and private debt fund managers and investors.
The Private Equity Services line, part of Crédit Agricole’s Premium Client Solutions, combines the expertise of CACEIS, Crédit Agricole Corporate & Investment Bank and Indosuez Wealth Management to meet the financing and servicing requirements of real estate funds.
In a context of steady growth in the private equity market over the past eight years, the dedicated PERES Business Line of CACEIS regularly develops and adapts its offer to meet the needs of its clients in Europe.
French financial operators have a regulatory obligation to communicate how they fulfill ESG (Environmental, Social and Governance) criteria into their investment policies and to evaluate the carbon footprint of their portfolios. CACEIS has developed a turnkey reporting solution for its clients internationally.
Three years ago, CACEIS took an innovative step forward by putting in place an efficient, comprehensive financing solution for private equity funds, in line with international standards: equity bridge financing (EBF).
Analyse that: How AI will transform investment
A Funds Europe survey in partnership with CACEIS
Artificial intelligence is widely talked about in financial services.
But, arguably, the industry still lags behind other sectors – particularly technology giants such as Amazon, Google, Netflix, Apple and Facebook – in putting artificial intelligence (AI) applications to work.
Funds Europe, in association with Caceis, surveyed the industry to assess what the future holds for asset management firms intending to apply AI.
- 80% of respondents said that artificial intelligence and data engineering are tools that all investment managers will use in the future.
- 66% said that AI will deliver benefits across the front, middle and back office.
- The major impediments to applying AI are a lack of maturity in the technology and a lack of existing use cases that demonstrate how it can be applied.
- 24% said key decision-makers still fail to understand how AI will bring value to customers.
- 40% of respondent firms have already started their AI research and development projects, while 11% said that they will be launching their AI projects in the next 12 months.
A total of 270 funds professionals participated in the online survey.