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Géraldine Valentini
Group Head of Corporate
Social Responsibility and ESG
Since January 2025, the Group has been supporting the development of sustainable investment strategies by waiving its fees for one year on all new fund launches or sub-funds classified as Article 9(*). Building on the positive results of this initiative last year, CACEIS has decided to renew it for 2026.
With our stated goal of becoming the asset servicing leader for sustainable assets, CACEIS remains committed to taking concrete action alongside its clients. By removing a portion of the costs associated with launching SFDR Article 9 funds, the Group is facilitating the emergence of investment products with strong environmental or social added value, at a time when such strategies are sometimes hampered by regulatory and market uncertainties.
A positive 2025 review and an initiative extended to 2026
One year after its launch, the results of this initiative are encouraging. Despite a less favourable environment for Article 9 funds, CACEIS recorded a 19% increase in the number of such funds and sub-funds, alongside a 20% rise in assets under custody over between 2024 and 2025. These results confirm the relevance of the initiative and have led CACEIS to extend it into 2026.
"By renewing our fee-waiver initiative, we want to continue supporting asset management firms that are developing impact investment solutions, while encouraging those that are still hesitant to make the leap," explains Géraldine Valentini, Group Head of Corporate Social Responsibility and ESG at CACEIS.
Already the leader in Article 9 custody assets in France, with an over 80% market share**, the Group positions itself as the key asset servicing partner for players actively engaged in ESG or impact strategies, offering them a framework conducive to developing sustainable investment solutions.
"Financial institutions have a key role to play in ensuring the flow of capital towards key transition sectors. In an uncertain geopolitical context, the low-carbon transition appears as a major lever for resilience and competitiveness," underlines Géraldine Valentini.
Dedicated solutions for greater transparency and ESG oversight
Beyond this incentive measure, CACEIS provides its clients with a comprehensive suite of Climate & ESG solutions. The OLIS-ESG tool, integrated into the OLIS client portal, along with Clarity AI and Carbometrix solutions, available via the Connect Store, enable the production of regulatory-compliant reporting, while providing detailed analyses to measure ESG and climate risks and impacts within portfolios.
"Together with our clients, we aim to sustainably channel capital towards responsible investments. We firmly believe that combining innovation, service quality and responsibility is not only desirable and necessary, but also a condition for the long-term sustainability of our business model," concludes Géraldine Valentini.
(*) or equivalent in other jurisdictions
(**) Source EFAMA-Morningstar as at 31.12.24
