Lösungen & Regulierung:
ESG (Environmental, Social & Governance)
In France and in the EU, CSR and ESG objectives are crucial in the financial sector. Discover CACEIS’ solutions to help your business overcome these challenges
News, Pressemitteilungen, Events & Interviews:
TNFD: The challenging and critical path ahead
04/17/2023 - The publication of the final draft of the Task Force for Nature Related Disclosures (TNFD) brings us closer to the challenges of managing nature-related risks, but also presents multiple challenges for asset managers and owners, writes Scott Foster, head of digital & governance solutions, UK, CACEIS.
CACEIS holds SDR roundtable in the UK
04/14/2023 - CACEIS recently held a roundtable with asset managers and host ACDs, hosted by Pat Sharman, to discuss the UK’s Sustainability Disclosure Requirements. You can read our summary here.
CACEIS’ Green IT strategy supports CSR commitments
04/06/2023 - CACEIS’ 2025 Medium-Term Plan, announced last summer states that “Corporate Social Responsibility (CSR) and ESG principles must be fully integrated throughout the value chain, in all business sectors and at all levels”. This policy statement also aligns CACEIS with Crédit Agricole group’s target of net zero carbon emissions by 2050.
If there’s one regulation to watch for this year, it’s this one
03/21/2023 - Eliane Meziani, Senior Advisor for Public Affairs, shares her views on SFDR
Una mirada práctica al SFDR
02/24/2023 - 7 marzo - 10 am (CET)Online event SFDR - Best practices para cumplir con la regulación vigente e integrarla en la estrategia ESG
A new biodiversity framework at COP 15 amounts to the largest land and ocean conservation commitment in history
01/13/2023 - For the last couple of years, my team and I at CACEIS, have been focused on making climate change an important topic of consideration for pension schemes and asset managers by delivering insight through initiatives such as my podcast series, The Climate Change Briefing. Now along with climate risk, natural capital and biodiversity are going to be a growing area of focus for asset managers and pension schemes alike.
A gold standard? The UK’s proposed Sustainable Disclosure Regulation
01/12/2023 - The UK has ambitions to be a world leader in Green Finance. This includes how sustainable investment funds should be presented to consumers based on their sustainability characteristics. One of the stated objectives in this area is the importance of building trust and integrity in sustainable instruments, products and the supporting ecosystem.
CACEIS News No. 71 - January 2023
01/11/2023 - The Asset Servicing Journal
CACEIS lanza plataforma global ESG para clientes
01/10/2023 - ¿Pueden nuestros clientes de gestión de activos y planes de pensiones evaluar con confianza los riesgos ESG y climáticos, así como cumplir los requisitos reglamentarios de información? Sus expectativas en este ámbito son muy variadas y CACEIS puede ayudarles con la formación adecuada y datos completos y fiables.
CACEIS launches global ESG platform for clients
01/10/2023 - Can our asset management and pension scheme clients confidently assess ESG and climate risks, as well as meet regulatory reporting requirements? Their expectations in this area are wide-ranging and CACEIS can support them with appropriate training and comprehensive, reliable data.
Level 2 SFDR measures strengthen requirements vis-à-vis investors
01/05/2023 - Sustainable finance is a major priority for lawmakers, and the Sustainable Finance Disclosure Regulation (SFDR), which entered into effect in March 2021, is a key concern for asset managers. New Level 2 technical standards entered into effect on 1st January 2023. CACEIS expert analysis.
ESG-Reporting im Asset Servicing: Nachhaltigkeitsfaktoren übersichtlich und transparent bewerten
12/27/2022 - Dürren, Überschwemmungen und Hitze: Wetterextreme haben in diesem Jahr Millionen von Menschen getroffen und Milliardenkosten verursacht. Das Weltklima zu stabilisieren, bleibt eine Mammutaufgabe.
CACEIS adds Sismo’s analysis and investment decision-making support tool to its Connect Store
11/29/2022 - CACEIS, a leading European asset servicing group, and Sismo, a French fintech recognised for its quantamental analysis software used by equity fund managers, are offering a new solution for portfolio analysis and optimisation, as well as investment strategy development.
Governance and the climate risk dilemma
06/15/2022 - In this survey, Funds Europe, in partnership with CACEIS, examine the extent to which fund boards and asset managers are incorporating climate risk factors into their internal governance, investment risk management and their product design and development.
ESG: Much More Than a Trend
06/13/2022 - In recent years, and now more than ever, Environmental, Social and Governance, known in short by ESG, became a familiar acronym around the world.
Do fund boards have sufficient oversight of ESG and climate risk?
06/02/2022 - 9 June 2022 - 9:30am (London time)Live stream webinar If you missed the session, you can watch the replay and download the report now
Sustainable governance comes to the forefront
05/06/2022 - 2022: The year of rising sustainable governance - The role of fiduciary management within pension schemes
ESG Reporting: Nachhaltigkeit im Finanzsektor
05/06/2022 - Mittels ESG-Reporting hält die soziale Verantwortung inzwischen auch Einzug ins Zentrum der Finanzwelt.
Securities Lending - Compatible with ESG principles
Pensioenfondsen worstelen met SFDR
10/28/2021 - Uit een jaarlijkse enquête van CACEIS Nederland onder 30 kleine en middelgrote Nederlandse pensioenfondsen, opgesteld in samenwerking met de VBDO, komt naar voren dat door onduidelijkheid in de SFDR de meerderheid (65%) van de fondsen kiest voor vrijstelling voor de artikel 4-rapportage.
Climate and ESG: Time for action
10/26/2021 - Climate change is the key issue of our time. Climate change risks know no boundaries and will impact pension schemes of all shapes and sizes. As an independent sustainable governance partner to asset managers and pension schemes, we place importance in understanding the current state of play in how our clients, and the market view Environmental, Social and Governance (ESG) and climate risks. We recently surveyed pension schemes on their approach to ESG and climate risks and you can read our latest survey results here.
Dealing with climate risks in pension schemes
10/13/2021 - Climate change will continue be high on the regulatory agenda and likely to be more so as the UK hosts COP 26 this year.
Rising demand for ESG financing in the private assets industry
09/22/2021 - The fund financing market has turned out to be a prime place to integrate ESG criteria and play an active role in steering private sector capital towards a greener and more sustainable economy. In this article, we take a deep dive into this new sustainability-driven stage for fund financing.
Securities Lending, An Activity Compatible with Your ESG Policies
09/07/2021 - 24th September 2021 - 12h15-13h00 CACEIS Talks Series webinar Watch the replay!
Is there a route to net-zero? Making sense of the recent IPCC report
08/24/2021 - The recently published United Nations (UN) report on climate change generated alarming headlines worldwide. Here, Pat Sharman, Country Managing Director, UK, summarises the key findings of the report, and highlights some of the key issues for pension scheme trustees to consider.
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.
A platinum medal for CACEIS, in the top 1% of all companies evaluated by EcoVadis
12/22/2020 - In the EcoVadis Gold category for the 4th year, CACEIS will evolve in 2020 in the platinum category, which includes the top 1% of all companies evaluated by EcoVadis.
CACEIS and local government pension schemes - Part 4
12/15/2020 - The who’s who and what’s what of ESG
CACEIS and local government pension schemes - Part 3
12/15/2020 - Why climate change matters
CACEIS and local government pension schemes - Part 2
12/15/2020 - Assessing your asset managers’ ESG approach
CACEIS and local government pension schemes - Part 1
12/15/2020 - An introduction to responsible investment
Taking action on ESG and climate change
12/01/2020 - Transforming tomorrow: Rising to the new normal of ESG and Climate change factors and risks
Responsible investment: a human and regulatory imperative
10/05/2020 - Resolutely sustainable finance: this is what the European Commission is calling for as part of the review of its action plan for sustainable finance, a final copy of which is expected next December.
AM Tech Day 2020
10/02/2020 - 13 October 2019 - Paris CACEIS is sponsor of the 11th edition of the AM Tech Day, organised by L'Agefi at Palais Brongniart in Paris, dedicated to innovative technologies and services for the asset management industry.
Fund Governance – The Issues, the Outlook and the Solutions
07/10/2020 - CACEIS and Funds Europe presented their latest research report on Fund Governance, a key topic affecting the fund industry today, during a Webinar which was held on July 9, 2020. Discover the details from the survey.
Interview with Pat Sharman, Managing Director of KAS BANK UK, CACEIS Group
07/09/2020 - Pat Sharman is in charge of CACEIS’ UK pension fund business and is shortlisted for ‘Pensions Women of the Year’ at the Women in Pensions Awards 2020 to be held later this year.
07/07/2020 - A Funds Europe survey in partnership with CACEIS
CACEIS recognised and rewarded in Germany for its social and environmental approach
05/27/2020 - Sustainability and green investing is today as important to the asset servicing industry as it is to the asset management industry.