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CACEIS News

CACEIS News No. 58 - September 2019

The Asset Servicing Journal

  • CACEIS and KAS BANK: The expected benefits of the combination
  • Client testimonial: ING Solutions Investment Management (ISIM)
  • CACEIS's one-stop shop offer for pension funds
  • Final countdown for Brexit
  • France’s innovative PACTE law with a European ambition
  • CACEIS enhances the user experience for corporate actions management on OLIS
  • Outsourcing SFTR reporting to CACEIS
  • CACEIS Corporate Brochure 2019
  • Country Focus - The Netherlands

RegWatch

July August 2019

CACEIS Regulatory Watch Newsletter

EUROPEAN UNION

  • CENTRAL SECURITIES DEPOSITARY REGULATION (CSDR)
  • PACKAGED RETAIL AND INSURANCE-BASED INVESTMENT PRODUCTS (PRIIPs)
  • BENCHMARKS REGULATION (BMR)
  • MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE AND REGULATION (MIFID II / MIFIR)
  • Investment funds
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • EU financial system
  • European Market Infrastructure Regulation (EMIR)
  • Penalties
  • Securities Financing Transactions Regulation (SFTR)
  • Investment Funds / Collective Investment Schemes (CIS) / Asset Management

BELGIUM

  • Tax
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • Benchmarks Regulation (BMR)

FRANCE

  • Markets in financial instruments Directive and Regulation (MiFID II / MiFIR)
  • Sustainable Finance
  • Investment funds
  • Contracts For Difference (CFD)
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • Benchmarks Regulation (BMR)
  • European Market Infrastructure Regulation (EMIR)
  • Financial instruments
  • Financial Market Infrastructure
  • Financial services intermediaries
  • Investment Funds / Collective Investment Schemes (CIS) / Asset Management
  • Pension Schemes

GERMANY

  • Securitisation Regulation
  • Prospectus Regulation
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • Cryptoasset / Cryptocurrency

HONG KONG

  • Code of Conduct
  • Investor protection / Consumer protection
  • Disclosure
  • Investment Funds / Collective Investment Schemes (CIS) / Asset Management

IRELAND

  • Markets in financial instruments Directive and Regulation (MiFID II / MiFIR)
  • Investment funds
  • Market Abuse Directive and Regulation (MAD / MAR)
  • Investment Funds / Collective Investment Schemes (CIS) / Asset Management

ITALY

  • Small and Medium Enterprises (SMEs)
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • Markets in financial instruments Directive and Regulation (MiFID II / MiFIR)
  • Systematic Internaliser (SI)

LUXEMBOURG

  • Investment funds
  • Prospectus Regulation
  • Shareholders' Rights Directive (SRD II)
  • Brexit
  • Packaged Retail and Insurance-based Investment Products (PRIIPs)
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • DAC 6
  • EU Anti-avoidance tax Directive
  • Benchmarks Regulation (BMR)

NETHERLANDS

  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)

SWITZERLAND

  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)
  • Financial Market Infrastructure

INTERNATIONAL

  • Benchmarks Regulation (BMR)
  • Anti-money laundering / Combating the financing of terrorism (AML / CFT)

Corporate

Corporate Brochure 2019

Globaler Partner im bereich Asset Servicing

CACEIS ist eine internationale Bankengruppe, die sämtliche Back-Office-Leistungen in allen Anlageklassen anbietet. Die mit einer soliden IT-Infrastruktur ausgestattete Unternehmensgruppe bietet ihren Kunden, darunter institutionelle Anleger, Verwaltungsgesellschaften, Banken, Broker und Unternehmen, Lösungen im Bereich Execution, Clearing, Verwahrung, Depotbankdienste und Fonds-Administration an.

Referenzen

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.

CACEIS Emetteurs

CACEIS Emetteurs N°15 — Mars 2018

L’actualité des services aux émetteurs

 

 

  • Témoignage client : Sopra Steria Group
  • OLIS Corporates, le nouvel outil web dédié à l'émetteur
  • Assemblées Générales : activité de CACEIS en 2017
  • Interview de Sylvie Sintes, Responsable Opérations Actionnariat Nominatif
  • Augmentations de capital réservées : enrichissement de l'offre CACEIS
  • Principaux impacts sur l'administration des titres des réformes fiscales votées fin 2017

Decryptage

N°114 - Juin 2019

L’actualité juridique et réglementaire

ACTUALITÉS LÉGISLATIVES ET RÉGLEMENTAIRES


COMMUNICATION AMF


AUTRES COMMUNICATIONS FRANÇAISES


ACTUALITÉS EUROPÉENNES

EDHEC-Risk Institute

Multi-Dimensional Risk and Performance Analysis for Equity Portfolios

An EDHEC-Risk Institute Publication

 

 

In this study, EDHEC-Risk Institute explores a novel approach to address the challenge raised by the standard investment practice of treating attributes as factors, with respect to how to perform a consistent risk and performance analysis for equity portfolios across multiple dimensions that incorporate micro attributes.