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CACEIS News No. 67 - January 2022
01/24/2022 - The Asset Servicing Journal
Editorial CACEIS News no. 67 - January 2022
01/24/2022 - True to form, we’re conducting a retrospective of the previous year in the new year’s first edition of the CACEIS News. Following on from the many unparalleled events of 2020, 2021 was just as densely packed, filled with glimmers of hope in the form of vaccines and disappointment as variants emerged.
Conserving Competitiveness while committed to Compliance
01/21/2022 - The Compliance function has undergone massive change in recent years. Formerly housed in its “ivory tower”, it has been decentralised and reorganised to bring it closer to each area of operations. Does this change make the company more attractive and more competitive? CACEIS’ experts respond.
CACEIS supports the ETF industry’s strong development with its comprehensive solutions
01/21/2022 - 2021 is yet another record year for the Exchange Traded Funds industry in terms of asset levels and net flows. But what is next and can this incredible growth story continue? CACEIS experts sketch out the ETF landscape and how they can support stakeholders for the future of the asset management industry.
CACEIS’ CSR principles help ensure client serving excellence as well as a sustainable future for society
01/20/2022 - Within the context of climate change and global efforts to meet UN Sustainable Development Goals, CACEIS is strengthening its approach to social and environmental responsibility through the creation of its Sustainability Centre. This initiative forms part of the “Societal Project” of our majority shareholder, Crédit Agricole.
Looking at CSDR’s mandatory buy-in regime and whether it has been deferred or scrapped
01/19/2022 - CSDR’s settlement discipline regime is a long-running saga but will finally come into force on 1st February 2022. However, in a surprise move at the end of the year, the mandatory buy-in regime has been excluded from application. CACEIS looks at the reasons for and implications of this postponement, which could represent an opportunity to highlight the efficiency of the penalties regime.
Olivia Zitouni, Group Head of PERES Commercial, supports private equity clients with her teams
01/18/2022 - Interview with Olivia Zitouni, Group Head of PERES Commercial
CACEIS News No. 66 - September 2021
09/30/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 66 - September 2021
09/30/2021 - CACEIS has long been an asset servicing company that is fully committed to its digital transformation. Many years before the pandemic and the rapid uptake of digital technology, we implemented a strategy to digitalise our value chain, to better serve our clients and improve their experience of working with our group.
CACEIS to enhance client satisfaction by leveraging survey responses
09/30/2021 - Relationship excellence is a priority for both CACEIS and the Crédit Agricole group. As part of ongoing efforts to improve our services for clients, CACEIS is introducing an innovative system to gauge satisfaction.
Online corporate action responses: a digital innovation to meet deadlines
09/29/2021 - A new dashboard on the OLIS client portal will soon provide an overview of corporate actions affecting securities held in the portfolio, and allow for quick and efficient online responses.
CACEIS is digitising client and investor identification using KYC 360
09/28/2021 - KYC (Know Your Customer) has become a key topic for financial institutions in light of ongoing efforts to strengthen the regulatory framework. CACEIS has committed itself to digitising the process of collecting identification documents from its clients and their investors, with a view to making the user experience seamless and secure.
An API Store to help clients make better use of data
09/27/2021 - As part of our digital transformation plan, CACEIS is setting up an API (Application Programming Interface) portal for clients. The aim is to help users navigate CACEIS’ rapidly developing API catalogue so as to benefit from increased autonomy and efficiency.
Digitalisering van de klantervaring: open uw rekeningen online, veilig en autonoom
09/24/2021 - CACEIS ontwikkelt een digitale dienst die klanten in staat stelt het proces voor het openen van een rekening zelf te beheren. Deze dienst zal binnenkort beschikbaar zijn via ons OLIS-platform en zal de efficiëntie, het reactievermogen en de onafhankelijkheid voor klanten vergroten.
Digitising the client experience: open your accounts online, securely and autonomously
09/24/2021 - CACEIS is developing a digital service designed to enable clients to manage their own account opening process. The service will soon be available through our OLIS platform and will increase efficiency, responsiveness and independence for our clients.
Digitising the client experience: contracts can now be signed electronically
09/21/2021 - Several CACEIS entities are currently using electronic signatures for their contracts which will be gradually rolled out across the entire Group.
CACEIS News No. 65 - June 2021
06/22/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 65 - June 2021
06/18/2021 - We are now half way through the year and starting to see a brighter horizon after 18 difficult months. The vaccination programmes are delivering positive results, reducing the severity of the impact and paving the way for a transition back to normal life - although this may well be different from what we knew before.
PRIIPS: the obstacle course
06/16/2021 - The European PRIIPs regulation adopted in November 2014 has a clear aim: standardise pre-contractual information on packaged financial products offered to non-professional investors, as defined by MiFID II. This has proved more complicated than expected. CACEIS remains in dialogue with regulatory bodies to support its clients through this long process as best it can.
Securities lending at CACEIS, a solution compatible with ESG principles
06/15/2021 - Investors are getting serious about sustainable and responsible investment as people around the world wake up to increasingly complex Environmental, Social and Governance (ESG) challenges and the need to comply with the recent wave of regulations on greater transparency. Is our securities lending business compatible with SRI goals? The answer from CACEIS is yes, provided that we set some rules of conduct.
Taking part in ESAP’s Consultation phase – Understanding Europe’s new data gathering initiative
06/14/2021 - Managing data is one of the major challenges facing the financial services industry at present. Fragmented, varying in quality and at times in very short supply, particularly with regard to ESG (Envorinmental, Social and Corporate Governance) data, financial and now non-financial information is the subject of great interest among European institutions and market players. Let’s take a look at the European Commission’s latest initiative, which is being closely monitored by CACEIS: the European Single Access Point (ESAP).
CACEIS pioneers remote live voting at a General Meeting of a listed company
06/07/2021 - For the first time in France, a listed company has given its shareholders the option to attend and vote remotely at a General Meeting in real time. This major shift in shareholder meeting norms was enabled using a solution co-developed by CACEIS as issuer agent, and partner, Lumi Technologies.
CACEIS Market Solutions: a fully integrated front-to-back service for optimum client support
06/01/2021 - CACEIS Market Solutions is a comprehensive, end-to-end service that covers a full range of assets and markets, and is fully integrated with the rest of product range.
CACEIS News No. 64 - April 2021
03/31/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 64 - April 2021
03/31/2021 - During the extraordinary times we have experienced for over a year now, CACEIS has been working harder than ever to support our clients’ development objectives from the 15 countries where we are established.
Enhancements to the OLIS client portal
03/30/2021 - At the end of 2020, new features were integrated into OLIS to deliver a further improved client experience. CACEIS plans to implement upgrades to streamline process flows and raise user-friendliness over the coming months.
Successful participation of CACEIS in Spain in the FundsPeople Custody Forum
03/29/2021 - Last February, CACEIS took part in the FundsPeople event in Spain. The event coincided with the first anniversary of Santander Securities Services joining the Group. Key topics for CACEIS, such as digitalisation, opportunities in other financial centres like Luxembourg, and prospects for private equity investments, were a focus of the discussions.
CACEIS UK Branch – A client-focused business strategy combining technology and service excellence
03/29/2021 - CACEIS’ UK business combines the long-standing fund servicing operations of the group with the UK pensions servicing side of the business acquired from Dutch provider, KAS Bank, in 2019. Under Managing Director, Pat Sharman, CACEIS in the UK has developed a strong, collaborative culture, with a close-knit diverse team, working together and supporting each other in a dynamic, fast-paced environment, to better serve clients.
CACEIS involved with French Central Bank’s trials of digital currency for fund unit settlement
03/23/2021 - Last summer, following a call for projects to trial a central bank digital currency (CBDC) for financial asset exchanges, France’s central bank, Banque de France, selected several projects to support. Among these was a project led by IZNES which involves a group of companies including CACEIS.
Brexit: CACEIS’ governance is up to the challenge
03/17/2021 - On 23rd June 2016, a majority of British people voted to leave the EU. On 1st January 2021, the effective date of entry into force of the EU-UK Withdrawal Agreement, a lengthy negotiation process was completed which led to the withdrawal of the United Kingdom from the EU and the end of its alignment with Community standards.
CACEIS News No. 63 - January 2021
01/14/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 63 - January 2021
01/14/2021 - The beginning of a year is a time to reflect on the preceding 12 months, and we can already confirm that 2020 is one for the history books.
The AIFMD review: an incremental change or a major revamp?
01/14/2021 - When the Alternative Investment Fund Managers Directive (AIFMD) came into force in 2011, it had two principal objectives: to provide a secure regulatory framework for the management and distribution of alternative investment funds (AIFs) in the European Union, and to ensure the mitigation of systemic risks associated with management of alternative assets. It has largely achieved its objectives, however progress still needs to be made in a number of areas.
Migration of CANDRIAM asset servicing activities to CACEIS: Pascal Dequenne sheds light on the keys to success
01/13/2021 - In September 2019, Candriam, one of Europe's leading asset managers, launched its project to migrate the Asset Servicing activities for its Luxembourg and French funds to CACEIS.
CACEIS in Ireland, 2021 is the year of continued growth
01/12/2021 - Interview with Isabelle Porte, Country Head and Managing Director of CACEIS Bank, Ireland Branch
Groupe Groupama: "This migration, and more broadly the choice of CACEIS, was a resounding success"
01/12/2021 - In 2018, Groupama, a major player in the French insurance sector, launched a call for tenders which resulted in CACEIS’ selection as custodian for the investment funds of Groupama and its asset management branch, Groupama Asset Management.
Securities Lending and Financing – A retrospective on an unprecedented year and perspectives for 2021
01/12/2021 - The securities lending and financing industry had a challenging year with the significant impact of the Covid-19 crisis on trading activities. Here we review 2020 and assess the outlook for 2021 with CACEIS’ experts.
CACEIS participates in FundsPeople, Italy’s first Custody Forum
01/11/2021 - On 13th October, CACEIS in Italy sponsored and took part in FundsPeople’s first ever Italian custody event. FundsPeople is an online magazine that also runs a successful annual custody event in Spain.
The API portal: Simplifying data flows to clients’ IT systems
01/11/2021 - As part of its digital transformation plan, CACEIS is now offering clients new functions with an API (Application Programming Interface) portal. This application roll-out marks a new step towards Open Banking-style secure data sharing.
CACEIS News No. 62 - October 2020
10/05/2020 - The Asset Servicing Journal
Editorial CACEIS News No. 61 - July 2020
07/10/2020 - By Joe Saliba, Deputy CEO, CACEIS
CACEIS News No. 61 - July 2020
07/10/2020 - The Asset Servicing Journal