Archives news

Why managing risk matters in custody

Crédit Agricole S.A. first quarter 2023 results available

CACEIS and AMUNDI announce completion of strategic partnership on fund distribution platform Fund Channel

CACEIS: Delivering on client expectations

Pilot regime for the acceleration of tokenised financial instruments in Europe

Editorial CACEIS News no. 72 - April 2023

CACEIS’ KYC360 platform digitises the client and investor identification process

CACEIS further digitises the client experience - Invoice Validation via OLIS

CACEIS further digitises the client experience - Online account opening

CACEIS Market Solutions: a fully-integrated front-to-back service to ensure optimum client support

How partnership matters in custody

Launching Your Own ETF: Considerations and Strategies for Success

CACEIS’ Green IT strategy supports CSR commitments

Santander CACEIS in Colombia becomes S3 CACEIS

Crédit Agricole S.A. fourth quarter and full year 2022 results available

A new biodiversity framework at COP 15 amounts to the largest land and ocean conservation commitment in history

A gold standard? The UK’s proposed Sustainable Disclosure Regulation

Editorial CACEIS News no. 71 - January 2023

With Uptevia, CACEIS and BNP Paribas are putting into practice their plan to create a leader in Issuer Services

CACEIS launches global ESG platform for clients

CACEIS and RBC Investor Services: Joe Saliba discusses the stakes in the acquisition

CACEIS Connect Store: a platform to connect clients with market-leading Fintechs

Level 2 SFDR measures strengthen requirements vis-à-vis investors

Crédit Agricole S.A. third quarter and first nine months 2022 results available

Editorial CACEIS News no. 70 - October 2022

Interview with Pierre-Adrien Domon, Fund Channel CEO

OLIS: What's new?

CACEIS Connect Store: a platform to connect clients with market-leading Fintechs

Triparty collateral management: a promising solution

The security of clients' assets is the priority of CACEIS Network Management

CACEIS brings comprehensive servicing solutions to ETF market players

Crédit Agricole S.A. second quarter and first half 2022 results available

CACEIS selects leading expert Taurus to enhance the digital asset offering

CACEIS’ Medium-Term Plan goes ahead for 2025

Editorial CACEIS News no. 69 - July 2022

Interview with Waystone, a CACEIS client

ELTIF 2.0: Brussels makes progress!

Flores: New premises for CACEIS in France and a new Head office for the group

Sustainable governance comes to the forefront

Crédit Agricole S.A. first quarter 2022 results available

The UK Post-Brexit: Simple adaptation of European banking and financial regulation or a real overhaul?

Editorial CACEIS News no. 68 - April 2022

Outsourcing share class hedging to CACEIS: a turnkey solution

Controlling the Power of Technology in the Digital Banking Revolution

Interview with Fabrice Cuchet, Chief Operating Officer of Candriam

CACEIS and BNP Paribas Securities Services plan to create a new player in the specialised field of Corporate Trust Services

Crédit Agricole S.A. 2021 annual results available

Editorial CACEIS News no. 67 - January 2022

Conserving Competitiveness while committed to Compliance

CACEIS supports the ETF industry’s strong development with its comprehensive solutions

CACEIS’ CSR principles help ensure client serving excellence as well as a sustainable future for society

Looking at CSDR’s mandatory buy-in regime and whether it has been deferred or scrapped

Olivia Zitouni, Group Head of PERES Commercial, supports private equity clients with her teams

The ETF universe is expanding, and investors need to pay attention

Crédit Agricole S.A. third quarter and first nine months 2021 results available

Supervision and control of asset managers

Delivering sustainable governance with purpose

Dealing with climate risks in pension schemes

Editorial CACEIS News no. 66 - September 2021

CACEIS to enhance client satisfaction by leveraging survey responses

CACEIS is digitising client and investor identification using KYC 360

Online corporate action responses: a digital innovation to meet deadlines

An API Store to help clients make better use of data

The depositary's role in the long term

Rising demand for ESG financing in the private assets industry

Digitising the client experience: contracts can now be signed electronically

Digitising the client experience: open your accounts online, securely and autonomously

Is there a route to net-zero? Making sense of the recent IPCC report

Crédit Agricole S.A. second quarter and first half 2021 results available

Santander CACEIS sponsors the FIAP-Asofondos 2021 International Forum

Editorial CACEIS News no. 65 - June 2021

PRIIPS: the obstacle course

Securities lending at CACEIS, a solution compatible with ESG principles

Taking part in ESAP’s Consultation phase – Understanding Europe’s new data gathering initiative

S3 CACEIS sponsored the 30th Convention of Mexican Insurers in Mexico

CACEIS pioneers remote live voting at a General Meeting of a listed company

CACEIS Market Solutions: a fully integrated front-to-back service for optimum client support

Crédit Agricole S.A. first quarter 2021 results available

Brexit: how fund managers can continue to operate in the UK and Europe

Enhancements to the OLIS client portal

Editorial CACEIS News no. 64 - April 2021

Successful participation of CACEIS in Spain in the FundsPeople Custody Forum

CACEIS UK Branch – A client-focused business strategy combining technology and service excellence

CACEIS enhances its portfolio look-through capabilities

CACEIS involved with French Central Bank’s trials of digital currency for fund unit settlement

Brexit: CACEIS’ governance is up to the challenge

Crédit Agricole S.A. fourth quarter and full year 2020 results available

EMIR: possible solutions for difficulties mandatory clearing

EMIR: mandatory clearing poses difficulties for PSA

How CACEIS in Ireland can assist clients within the Irish Investment Limited Partnerships (Amendment) Bill 2020?

The AIFMD review: an incremental change or a major revamp?

Editorial CACEIS News no. 63 - January 2021

CACEIS in Ireland, 2021 is the year of continued growth

The API portal: Simplifying data flows to clients’ IT systems

CACEIS participates in FundsPeople, Italy’s first Custody Forum

Securities Lending and Financing – A retrospective on an unprecedented year and perspectives for 2021

Migration of CANDRIAM asset servicing activities to CACEIS: Pascal Dequenne sheds light on the keys to success

Groupe Groupama: "This migration, and more broadly the choice of CACEIS, was a resounding success"

A platinum medal for CACEIS, in the top 1% of all companies evaluated by EcoVadis

Ronald Borst benoemd tot General Secretary bij CACEIS Nederland

Crédit Agricole S.A. third quarter 2020 results available

CACEIS’ Securities Lending highly commended at Global Investor ISF Awards

Responsible investment: a human and regulatory imperative

Editorial CACEIS News n°62 - October 2020

SRD II: European industry ready to varying degrees

Digital account opening for TEEPI Market Place

CACEIS active in feasibility studies for new Digital Central Bank Currency

Data Analytics: Helping clients take advantage of their data

Crédit Agricole S.A. second quarter and half year 2020 results available

Fund Governance – The Issues, the Outlook and the Solutions

Editorial CACEIS News No. 61 - July 2020

Interview with Pat Sharman, Managing Director of KAS BANK UK, CACEIS Group

Luxcellence, CACEIS’ Management Company

DAC 6: new tax transparency obligations

Annual General Meetings 2020 - another step towards digitisation?

How is CACEIS coping with the impacts of COVID-19 for Private Assets clients?

AI proves its worth in untangling ESG data

ESG investment as a performance accelerator

Outsourcing SFTR reporting: CACEIS is ready

Editorial CACEIS News No. 60 - May 2020

CACEIS and Amundi’s new Front to Back offering opens up new horizons for investors

CACEIS is ISO 9001:2015 certified, demonstrating our commitment to client satisfaction

CACEIS recognised and rewarded in Germany for its social and environmental approach

Interview with Joseph El Gharib, Head of Amundi Services at Amundi

CACEIS tailored its TEEPI platform for locked down investors

CACEIS confirms the robustness of its IT model during lockdown

CACEIS is building on the partnership with Santander in Europe and Latin America

CACEIS is 100% owner of KAS BANK

Crédit Agricole S.A. first quarter 2020 results available

TEEPI Market Place, our digital platform to collect orders from teleworking investors under lockdown

CACEIS is taking exceptional measures to address the Coronavirus epidemic

Covid-19 : CACEIS’s provisions and recommendations

Fighting plastic pollution in oceans

AI serving the reading of fund prospectuses

Online Subscription for CACEIS Services

CACEIS improves its service offering dedicated to ETFs

ESG reporting and extrafinancial data sovereignty

CACEIS contributes to vote processing procedures

CACEIS strengthens its team of securities finance experts

Crédit Agricole S.A. fourth quarter and full-year 2019 results available

We are now one of Switzerland’s leading real estate fund administrators

CACEIS and Santander create a major global player in asset servicing

CACEIS strengthens its position as European leader

Editorial CACEIS News No. 59 - January 2020

CSR: CACEIS is awarded the EcoVadis Gold rating for the 4th year in a row

Outsourcing SFTR reporting to CACEIS

Crédit Agricole S.A. third quarter and first nine months 2019 results available

CACEIS enhances the user experience for corporate actions management on OLIS

France’s innovative PACTE law with a European ambition

Client testimonial: ING Solutions Investment Management (ISIM)

CACEIS' one-stop shop offer for pension funds

CACEIS and KAS BANK: The expected benefits of the combination

Editorial CACEIS News No. 58 - September 2019

Final countdown for Brexit

Crédit Agricole S.A. second quarter and first half 2019 results available

CACEIS, key player in agricultural commodities futures

Solvency II Directive, an operational model still working itself out

Crédit Agricole S.A. first quarter 2019 results available

Third-party administration in Germany is a fast growing activity

CACEIS in Germany, high growth potential

CACEIS’ Securities Class Actions offer plays a key role in protecting investor assets

Report for French Real Estate Wealth Tax on TEEPI

Editorial CACEIS News No. 57 - April 2019

A 3rd Innovation Award for CACEIS!

Plus de 100 stages à pourvoir au sein de CACEIS

Crédit Agricole S.A. fourth quarter and full year 2018 results available

SRD II: Shareholders are empowered

Italy is a key market for CACEIS

Simplified customer access to OLIS portal with the new Sherpa app

CACEIS releases its Code of Conduct

CACEIS boosts digital fund distribution with TEEPI

OLIS Performance helps investors manage their investment strategy

CACEIS is a privileged partner of private equity funds

CACEIS tailored its service offering to the trends of the private equity market

CACEIS provides PERE clients with new features in accounting and digital solutions

Crédit Agricole S.A. third quarter 2018 results available

EMIR clearing obligation: the deadline is approaching

A V.I.E Program of 2 years in two countries at CACEIS

CACEIS adds new dimensions to its international fund distribution offer

SFTR Reporting: a new challenge for the financial industry

OLIS: Where people meet data

CACEIS, leader in the French market

CACEIS’s fully integrated offer designed for asset owners

Middle-office outsourcing: a strategic challenge for investors

Young graduates: Welcome to the class of 2018/2019!

Interview with Régis Aubert, Senior Banker at Crédit Agricole CIB - Real Estate & Hotel Group

CACEIS partners in the development of real estate investment funds

Real estate fund managers requesting broader service range from providers

The ongoing search for competitiveness within the EU funds industry

Robotic Process Automation: Ruthless efficiency at any cost?

Interview with Mr Shen Hua, Chief Executive Officer of BOCHK Asset Management Limited

CACEIS’s solutions for optimising fund distribution and promoting business growth in Asia

Crédit Agricole S.A. second quarter & first half 2018 results available

A new management team with complementary expertise for CACEIS’s Private Equity business line

CACEIS in Luxembourg: An operational hub for Europe

CACEIS, a key player in cross-border fund distribution

CACEIS’s Market Solutions offering

CSR: CACEIS is awarded the EcoVadis Gold rating for the 3rd year in a row

Personal data protection: CACEIS is compliant

Quantum Computing and Artificial Intelligence: two technologies with enormous potential

Testimony of THOMAS PRINCE, Head of Money Market Management at Groupama Asset Management

MMFR: CACEIS in a strong position to assist clients

Crédit Agricole S.A. first quarter 2018 results available

Administration of complex products

Crédit Agricole S.A. fourth quarter and full year 2017 results available

New features for TEEPI as it celebrates its first birthday

CACEIS ready for MiFID II and PRIIPs

CACEIS’s digital transformation gathers pace

CACEIS launches ESG reporting service

Outsourcing asset servicing activities: a winning strategy for investment managers

Interview with Neil Coxhead, Managing Director of CACEIS Bank, UK Branch

CACEIS in the UK broadens its service range and expands its client facing team

A new digital platform dedicated to private equity and real estate, available via OLIS web portal

Equity Bridge financing: an increasingly successful solution

Interview with Mélanie Biessy, Senior Partner and COO of Antin Infrastructure Partners

CACEIS, a major contributor to the Private Equity, Real Estate and Infrastructure sector

Outsourcing asset servicing activities: a winning strategy for investment managers

PLSA Investment Conference 2023

ISLA 30th Annual Securities Finance & Collateral Management Conference

CFO Forum 2023

Test

The Network Forum - Annual Meeting 2023

CACEIS holds SDR roundtable in the UK

Irish Funds - Boston Breakfast Seminar

Manage your multi-asset class portfolios with Osmoze

Analyze and optimize your equity portfolios with SISMO

Private Assets Conference

OPTIC 2022

On the road to IPEM 2022

IPEM 2022

The Network Forum - Americas Meeting 2022

Assisting your transition from UCITS KIID to PRIIPS KID

Do fund boards have sufficient oversight of ESG and climate risk?

CFO Forum 2022

FundForum International 2022

Simplify your regulatory data exchange with TEEPI - The Funds Network

Facilitate your cross border fund distribution

AM Tech Day 2021

The Network Forum - Virtual Americas Meeting 2021

Securities Lending, An Activity Compatible with Your ESG Policies

Let's Improve Together your new OLIS Platform! Season 2

Let's Build Together your Future OLIS!

Reassessing regulation in times of recovery

The post-pandemic landscape in asset management

Journées Nationales des Investisseurs 2020

COVID-19: spelbreker of game changer?

Simplifiez-vous l'échange de données réglementaires grâce à TEEPI - The Fund Network

ALTO* x CACEIS - Innovative Front-to-Back solution for the asset management industry

Why fund governance is crucial in uncertain times?

Fund governance in Ireland

TEEPI: addressing fund industry challenges in the digital era

The Network Forum - Virtual Autumn Meeting 2020

FundForum International 2021

AM Tech Day 2020

IPEM 2020 - International Private Equity Market

AM Tech Day 2019

SIBOS Conference 2019

BAI Alternative Investor Conference 2019

Le nouveau cadre des cryptomonnaies

Friends of Funds

Luxembourg For Finance - Paris 2018

Gala IT One 2018

ALFI Switzerland Roadshow 2018

Journée Nationale des Investisseurs 2018

SIBOS Conference 2018

AM Tech Day 2018

Forum des diasporas africaines 2018

CFO Forum 2018

Conférence des Investisseurs pour la Croissance 2018

FundForum International 2018

BAI Alternative Investor Conference 2018

Irish Funds Toronto Investment Seminar 2018

Paris Grain Day 2018

IPEM 2019 - International Private Equity Market

CACEIS selected as servicing partner for new Investlinx ICAV UCITS ETF

CACEIS adds OSMOZE, a front-office supervisory and decision-making tool, to its Connect Store

CACEIS handles Clearing and Settlement for SideCaps’ SME secondary-line stocks matching platform

CACEIS strengthens its client-first ETF capabilities by selecting ULTUMUS

Jean-Pierre Michalowski is appointed CEO of CACEIS

BNP Paribas and CACEIS create Uptevia, a new specialist provider of issuer services

CACEIS adds Sismo’s analysis and investment decision-making support tool to its Connect Store

CACEIS hosts Clarity AI on its Connect Store

CACEIS and Royal Bank of Canada sign a MoU on the proposed acquisition of RBC Investor Services operations in Europe

CACEIS wins £2.9 billion Bedfordshire Pension Fund custody mandate

CACEIS extends cost transparency partnership with Nest

AMUNDI and CACEIS accelerate Fund Channel’s growth

Directa to offer investment funds to Italian investors in partnership with Clearstream and CACEIS

CACEIS selects Taurus’ solution to enhance its digital asset offering

CACEIS and Crédit Agricole CIB provide equity bridge financing to Antin for NextGen infrastructure fund

BNP Paribas Securities Services and CACEIS plan to create a new specialist provider of issuer services

CACEIS assists ARDIAN and FiveT Hydrogen in setting up the world’s largest Green Hydrogen infrastructure fund

CACEIS’ middle-office leverages Cardabel’s innovative machine learning tech

CACEIS extends its range of services using FundGlobam’s all-in fund distribution support solutions

Utopia, the first SIS launched in Italy, selects CACEIS as full outsourcing provider

Épopée Gestion chooses CACEIS as asset servicing partner for its investment funds

CACEIS completes migration of KAS BANK clients

CACEIS launches first carbon metrics reporting tool to help UK pension schemes assess and meet climate targets

Lifetri selects CACEIS for outsourcing asset management middle and back-office

CACEIS selected by Theoreim to service its first two Real Estate funds

CACEIS in Germany mandated by Axxion to provide depositary services and cross-asset market solutions

ArchiMed selects CACEIS as servicing partner for its latest €1bn fund

LiquidShare and 14 partnering institutions selected by Banque de France for central bank digital currency experimentation

Le groupe Crédit Agricole S.A. confirme son engagement avec le renouvellement du Label «Relations Fournisseurs & Achats Responsables»

C4 Ventures selects CACEIS as its servicing partner for its new fund, C4 Ventures II

CACEIS performs Candriam’s first wave of funds migration

CACEIS performs successful migration of Popular AM and Popular Pensiones assets during lockdown

Amundi and CACEIS create a « Front-to-Back » offering

CANDRIAM migrates its asset servicing activities to CACEIS

Crédit Agricole S.A. and Santander announce the closing of the strategic combination of CACEIS and Santander Securities Services

CACEIS becomes depositary bank for Fondazione ENPAIA

Final results of the CACEIS offer for KAS BANK: 97.07% of KAS BANK shares tendered

CACEIS declares offer for KAS BANK unconditional

CACEIS-KAS Bank: regulatory approvals

CACEIS’s recommended public offer in cash for all the securities in KAS BANK

CACEIS wins Groupama Group mandate

CACEIS launches an innovative online investor fund subscription and aggregated unit viewing feature

Crédit Agricole S.A. and Santander sign a MoU to create a major global player in asset servicing

CACEIS expands clearing & settlement support for Renell Bank

CACEIS enhances the OLIS user experience with its Innovation Lab

CACEIS and KAS BANK agree on a recommended cash offer for all securities in KAS BANK

CACEIS supports Ostrum Asset Management in implementing the Money Market Funds (MMF) regulation

CACEIS provides support to Amiral Gestion for the production of performance and risk analytics reports

CACEIS's Market Solutions offer secures new business

CACEIS adds new dimensions to its international fund distribution offer

ODDO BHF broadens its mandate for CACEIS to include administration of its Luxembourg fund range

CACEIS shakes up its successful Private Equity division, bringing on an experienced new management team

CACEIS wins yet another Innovation Award with its TEEPI platform

CACEIS’s TEEPI platform helps clients meet MiFID II and PRIIPs requirements

Crédit Agricole announces its acquisition of Natixis’ 15% stake in CACEIS

ICF BANK mandates CACEIS as settlement agent for Quotrix platform

CACEIS on securities lending in 2023: So far, so (very) good

Putting a regulatory structure on sustainable finance

Leveraging technology for clients through efficient partnerships with FinTechs

TNFD: The challenging and critical path ahead

Focus on the Regulation on the DLT Pilot Scheme

Service providers must keep pace with ETF evolution

CACEIS multiplie les partenariats avec les fintechs

If there’s one regulation to watch for this year, it’s this one

We have to get comfortable feeling uncomfortable

Puzzle pieces

Why volatility means opportunity for clients

The New Andean Market: Chile, Colombia And Peru Take A Step Forward

ESG: Much More Than a Trend

Change is coming

Fireside Friday with… CACEIS’ Arnaud Misset

Digital banking is no longer a digital topic

ESG criteria, a key element in the Private Equity activity of CACEIS and the Crédit Agricole Group

The Master Trust Agenda

The great postponement

CACEIS looks ahead

Securities finance: pushing for market harmonisation

How the securities financing industry is dealing with the Covid-19 crisis

Latin America: In Times Of Troubled Waters, Resilience Unfolds New Opportunities

PLSA AC 2020: Lack of ESG data and understanding prominent amongst pension schemes

How does culture affect custodians?

CACEIS Streamlines International Payments with FIS Platform

A delicate dance on a regulatory tightrope

Building upon your past to be better prepared for the future

ESG goes mainstream as data challenges mount

Why good governance has never been so important

Nous avons repensé la manière de commercialiser nos services grâce à une sorte d’App Store

Luxembourg, a leading hub for Private Equity

Entwicklungen und Trends bei Immobilienfonds

Le digital est un élément fondamental de notre offre

La solution intégrée Front-to-Back : un gage de confiance pour les sociétés de capital-investissement

Geld, Mensch und Maschine

A winning combination

Revolution in der Revolution

The future of European securities lending: it’s still about people

Trois conditions pour qu'un marché à terme fonctionne

Le «big data» fait évoluer le business model des dépositaires

CACEIS, une dynamique d’innovation et de digitalisation pour sa clientèle suisse

CACEIS : digitalisation et innovation au cœur des solutions

CACEIS Bank diventa directly connected participant a target-2 securities

Des zones de flou perdurent à la veille de la réforme des fonds monétaires

Réglementation : Les sociétés de gestion fortement mobilisées autour de nombreux textes

I punti di forza di CACEIS Bank, tra espansione geografica, di volume e nuovi progetti

TEEPI, le réseau social entre gestionnaires et assureurs

Project management creates greater harmonisation

Blockchain : deux projets se disputent le marché de la gestion

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