https://www.caceis.comRSS des news pour affichage sur OMNIACACEISesBuilding on our middle office expertise, CACEIS is enhancing its front-to-back asset servicing model with ATLAS—combining support across the entire investment lifecycle with in-depth operational expertise and ongoing technological innovation to offer investment managers greater value and oversight.https://www.caceis.com/es/en-la-prensa/atlas-by-caceis-our-integrated-front-to-back-asset-servicing-modelWed, 06 May 26 11:26:28 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-83-april-2026Wed, 29 Apr 26 12:47:33 +0000Los resultados de Crédit Agricole S.A. para el primer trimestre del año 2026 están disponibleshttps://www.caceis.com/es/actualidades/credit-agricole-sa-first-quarter-2026-results-availableWed, 29 Apr 26 11:07:25 +0000Montpensier Arbevel Focus Small 2030, together with CACEIS as depositary, is taking part in the world’s first natively tokenised IPO on Lise.https://www.caceis.com/es/notas-de-prensa/a-world-first-funds-and-their-depositaries-enter-the-tokenised-eraTue, 28 Apr 26 13:37:53 +0000Evolution is an important theme and is central to the ongoing growth of ETFs. The first ETFs housed a single share class, passively tracking vanilla equity indexes and this was the status quo for many years.https://www.caceis.com/es/actualidades/etf-evolving-products-mean-evolving-service-needsThu, 23 Apr 26 15:16:00 +0000The European Commission’s proposed Market Integration and Supervision Package (MISP) is designed to remove key barriers to capital market integration. It aims to strengthen the role of the European Securities and Markets Authority (ESMA), introduce and improve European passports, foster innovation (DLT, tokenisation) and simplify regulations.https://www.caceis.com/es/actualidades/misp-strengthening-financial-market-integration-in-europeWed, 22 Apr 26 15:24:00 +0000Triodos Investment Management has selected CACEIS, a leading European asset servicing group, for its Dutch Article 9 fund range, building on the existing relationship across other fund ranges.https://www.caceis.com/es/notas-de-prensa/caceis-and-triodos-investment-management-strengthen-partnership-with-new-servicing-mandate-for-dutch-article-9-fundsTue, 21 Apr 26 08:17:00 +0000A look inside our growing US presence - helping asset managers navigate the changing financial landscape with a full commitment to the Crédit Agricole group’s core values.https://www.caceis.com/es/actualidades/caceis-european-expertise-with-north-american-proximityMon, 20 Apr 26 07:23:00 +0000CACEIS Regulatory Watch Newsletter/march-2026Sun, 12 Apr 26 13:12:00 +0000Building on its long-standing middle office expertise, CACEIS is enhancing its Front-to-Back servicing model with ATLAS.https://www.caceis.com/es/actualidades/atlas-advancing-caceis-integrated-asset-servicing-modelFri, 27 Mar 26 08:47:08 +0000CACEIS Regulatory Watch Newsletter/february-2026Thu, 12 Mar 26 14:12:35 +0000Die Credit Agricole hat im Juni 2025 die Übernahme der Caceis Bank abgeschlossen.https://www.caceis.com/es/en-la-prensa/fuer-den-investor-muss-am-ende-natuerlich-auch-die-rendite-passenMon, 09 Mar 26 13:27:55 +0000Parfois cantonné à un rôle technique peu visible, le dépositaire-conservateur s’impose pourtant comme l’un des piliers structurants de la chaîne de valeur des marchés financiers.https://www.caceis.com/es/en-la-prensa/depositaires-la-convergence-du-reglementaire-et-du-technologique-transforme-les-metiersMon, 02 Mar 26 15:06:43 +0000CACEIS Bank, Italy Branch, presents the new edition of the Real Estate Finance Monitor.https://www.caceis.com/es/media-room/publicaciones/real-estate-finance-monitorFri, 20 Feb 26 15:46:00 +0000CACEIS Regulatory Watch Newsletter/january-2026Mon, 16 Feb 26 09:22:43 +0000The highly regulated finance industry takes a prudential approach to investment and technological innovation, and is now facing its next big transformation. Asset tokenisation, or converting real-world assets to digital tokens held on a blockchain, could revolutionise the hedge fund industry.https://www.caceis.com/es/en-la-prensa/asset-tokenisation-sorin-jitaru-digital-assets-expert-at-caceis-looks-at-how-blockchain-technology-could-transform-the-alternative-investment-landscapeTue, 10 Feb 26 14:12:09 +0000The UK pensions sector is undergoing a significant transformation, driven by a combination of regulatory ambition and economic growth agenda. With the government's recent "Workplace Pensions: A Roadmap" setting out a comprehensive reform agenda, and new legislation making its way through Parliament, pension professionals face both unprecedented challenges and opportunities. Here we seek to understand the key developments set to reshape the UK pensions landscape, from scheme consolidation and investment reform to the emergence of new pension models that promise to deliver better outcomes for members while supporting broader economic growth.https://www.caceis.com/es/en-la-prensa/navigating-the-new-pensions-landscape-strategic-insights-for-uk-pension-professionalsTue, 10 Feb 26 13:36:28 +0000Los resultados de Crédit Agricole S.A. para el cuarto trimestre y del año 2025 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-cuarto-trimestre-y-del-ano-2025-estan-disponiblesWed, 04 Feb 26 09:46:44 +0000Your Global Asset Servicing Partnerhttps://www.caceis.com/es/media-room/publicaciones/corporate-brochure-2026Fri, 30 Jan 26 08:56:40 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-82-january-2026Wed, 28 Jan 26 14:37:03 +0000On 18 November 2025, Crédit Agricole S.A. unveiled its medium-term plan, ACT 2028, with the desire to be a conquering bank, leader in Europe, leader in transitions and leader in new technologies. CACEIS is now defining its own strategic priorities to align with these overarching ambitions.https://www.caceis.com/es/actualidades/caceis-medium-term-plan-2028-the-new-strategic-horizonMon, 26 Jan 26 11:05:09 +0000The key benefits that ETFs deliver; liquidity, ease of access, cost and transparency consistently resonate with investors, both institutional and retail, that drove their decision to purchase the product. Below we summarise some of the key themes in the European market over the past year, which despite some macro headwinds has again proved to be very positive.https://www.caceis.com/es/en-la-prensa/etf-market-dynamics-2025-in-reviewThu, 22 Jan 26 16:58:13 +0000CACEIS Regulatory Watch Newsletter/december-2025Thu, 22 Jan 26 15:48:02 +00003-5 February 2025 Palais des Festivals - Cannes, Francehttps://www.caceis.com/es/eventos/ipem-2026-cannesWed, 21 Jan 26 15:11:30 +0000CACEIS is constantly working to enhance the OLIS client portal. The way users interact with it is changing rapidly and we are pushing ahead with key feature upgrades so the experience is more streamlined and intuitive, giving users greater independence.https://www.caceis.com/es/actualidades/advancing-oliss-digital-transformation-for-an-improved-client-experienceMon, 19 Jan 26 15:48:26 +0000Since 1st September 2025, Dutch asset manager OHV has offered daily Net Asset Values (NAVs) for its ‘Fresh Dutch SME Fund’, a private debt fund launched in 2021. These daily NAVs makes it easier for investors to trade in this traditionally more illiquid strategy and the fund’s open-ended structure permits investors to buy in or exit at any stage. The complex fund accounting to produce the fund’s daily NAV is performed by CACEIS’s private asset experts.https://www.caceis.com/es/actualidades/ohvs-open-ended-private-debt-fund-offers-daily-navs-with-caceisMon, 12 Jan 26 16:18:04 +0000CACEIS helps institutional investors transform accounting from a required process into a genuine management information tool. The modular offering boosts the transparency and reliability of our clients’ investment performance.https://www.caceis.com/es/actualidades/turning-institutional-accounting-into-a-source-of-performanceWed, 07 Jan 26 10:50:20 +0000Fondos evergreen, tecnología, regulación y fiscalidad propia: la carta de los Reyes Magos del capital privado para 2026https://www.caceis.com/es/en-la-prensa/iv-evento-anual-de-capital-privado-de-caceisTue, 16 Dec 25 15:30:09 +0000This initiative is the outcome of a joint effort and demonstrates our determination to meet the expectations of our stakeholders as well as to be transparent about our sustainability practices.https://www.caceis.com/es/media-room/publicaciones/our-first-csr-esg-report-is-now-available-1Mon, 15 Dec 25 09:21:39 +0000This initiative is the outcome of a joint effort and demonstrates our determination to meet the expectations of our stakeholders as well as to be transparent about our sustainability practices.https://www.caceis.com/es/actualidades/our-first-csr-esg-report-is-now-availableMon, 15 Dec 25 09:03:29 +0000Amundi, Europe's leading asset manager, announces the launch of its first tokenized share of the AMUNDI FUNDS CASH EUR money market fund. The first transaction took place on November 4th, and the fund is now distributed in a hybrid manner: it remains accessible in the traditional way and via the tokenized share AMUNDI FUNDS CASH EUR - J28 EUR DLT (C).https://www.caceis.com/es/notas-de-prensa/amundi-tokenises-its-first-fund-in-collaboration-with-caceisThu, 27 Nov 25 08:33:23 +0000Arnaud Misset, Chief Digital Officer de CACEIS, revela en el Madrid Investor networking day (MIND) cómo el banco francés está revolucionando el ecosistema financiero europeo gracias a la inteligencia artificial, la tokenización y su licencia MiCA. En esta entrevista, explica por qué el futuro de los criptoactivos institucionales ya está aquí y cómo CACEIS planea liderarlo.https://www.caceis.com/es/en-la-prensa/los-fondos-monetarios-tokenizados-despegan-en-europaWed, 26 Nov 25 16:30:00 +0000CACEIS Regulatory Watch Newsletter/november-2025Fri, 21 Nov 25 09:42:00 +0000CACEIS Regulatory Watch Newsletter/october-2025-1Fri, 21 Nov 25 09:42:00 +0000At last night’s Asset Servicing Times award ceremony in London, CACEIS took home the ‘European Custodian of the Year’ and ‘LATAM Custodian of the Year’ awards.https://www.caceis.com/es/actualidades/caceis-wins-latam-and-european-custodian-of-the-yearWed, 19 Nov 25 14:23:54 +0000CACEIS Regulatory Watch Newsletter/september-2025Wed, 19 Nov 25 09:42:23 +0000En opinión de CACEIS, los ETFs activos ofrecen una forma adicional de acceder a estrategias activas fuera de los fondos tradicionales.https://www.caceis.com/es/en-la-prensa/mercado-europeo-de-etfs-gestion-activa-inversor-minorista-regulacion-y-nuevos-playersThu, 13 Nov 25 15:40:00 +0000These UK-regulated vehicles are, by design, illiquid, enduring and evergreen with open-ended structures and long redemption cycles that offer a stable growth trajectory for investors seeking reliable returns from private assets – and who are content to wait. Traditionally, private asset classes aren’t easily accessible to retail investors and pension savers; an LTAF must derive 50% of its value from illiquid, long-term investments.https://www.caceis.com/es/actualidades/good-things-come-to-those-who-wait-can-the-ltaf-save-portfolios-and-the-planetFri, 31 Oct 25 11:05:00 +0000Los resultados de Crédit Agricole S.A. para el tercer trimestre 2025 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-tercer-trimestre-2025-estan-disponiblesThu, 30 Oct 25 14:44:48 +0000Face à la complexité croissante des portefeuilles et à la pression réglementaire, CACEIS accompagne les investisseurs institutionnels pour transformer la comptabilité en un outil de pilotage essentiel.https://www.caceis.com/es/en-la-prensa/transformer-la-comptabilite-institutionnelle-en-levier-de-performance-avec-caceisThu, 30 Oct 25 13:07:56 +0000In our 20 years as CACEIS, and more via Crédit Agricole, we have become a top employer in Luxembourg and a key hub for our group’s asset servicing and client servicing expertise in Europe and beyond. This article by Philippe Bourgues - CEO of CACEIS in Luxembourg.https://www.caceis.com/es/en-la-prensa/anchored-in-luxembourg-for-global-clientsMon, 27 Oct 25 14:38:00 +0000This article by Maurits Daarnhouwer, Product Manager, Beta Steiner, Head of Execution & Market Services, Joanna Ksenzova, Senior Sales Market Solutions, and Olivier Zemb, Head of Equity Finance and Collateral Management.https://www.caceis.com/es/en-la-prensa/securities-finance-accelerating-solutions-for-pension-funds-regulatory-challengesFri, 17 Oct 25 14:28:00 +0000This article by Laurent Majchrzak, Group Head of Digital Assets at CACEIS, forms the preface to a Funds Europe - CACEIS research report on industry attitudes towards tokenisation.https://www.caceis.com/es/en-la-prensa/tokenisation-from-early-experimentation-to-strategic-imperativeWed, 01 Oct 25 09:29:00 +0000CACEIS Regulatory Watch Newsletter/july-august-2025Wed, 01 Oct 25 09:00:00 +0000Private debt is by far the fastest growing alternatives sector, leaping to the forefront in both the US and Europe fuelled by macro-economic factors, regulatory initiatives and enterprising asset managers.https://www.caceis.com/es/en-la-prensa/private-debt-a-fast-growing-asset-classMon, 29 Sep 25 08:56:03 +0000CACEIS ist seit Juli 2025 voll in Crédit Agricole integriert – und zielt auf die Marktführerschaft bei den Wertpapierverwahrern in Europa: mit Skalierung, Datenkompetenz und KI.https://www.caceis.com/es/en-la-prensa/wettbewerber-ohne-massengeschaeft-verschwindenMon, 29 Sep 25 08:01:04 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-81-september-2025Tue, 23 Sep 25 09:49:00 +0000European ETF assets are growing significantly with a 10 year CAGR of 18.6% with €2.6tn in assets as at July 2025.  Looking forward, many predict that ETF assets will double in size by 2030 and exceed €5tn, the more bullish predict growth in excess of €8tn.  With this backdrop, asset managers who don’t have an ETF offering are considering ETF market entry.  Some are weighing up entering the market by launching an ETF share class within their existing mutual fund.  Some ETF Issuers, with an existing European ETF offering, have launched mutual fund share classes within those wrappers.  Many more are taking a serious look at following.https://www.caceis.com/es/actualidades/etf-accessing-new-distribution-channels-by-launching-listed-and-unlisted-share-classesThu, 18 Sep 25 20:26:00 +0000CACEIS is placing artificial intelligence (AI) at the heart of its innovation strategy. The CACEIS AI Factory is therefore integrating the latest technological advancements to optimise existing solutions and design new ones. This proactive approach enhances operational efficiency and enriches the client experience.https://www.caceis.com/es/actualidades/caceis-ai-factory-driving-performance-and-innovationThu, 18 Sep 25 17:22:00 +0000Major industry survey guages the state of planning for digital assets across Europehttps://www.caceis.com/es/media-room/publicaciones/tokenisationThu, 18 Sep 25 09:15:00 +0000François Marion served as CEO of CACEIS from its creation in 2005 until 2016, before handing over to Jean-François Abadie, who led the Group until 2023. To mark CACEIS's 20th anniversary, we asked them to share their memories of the key moments from their respective terms, the challenges they faced, and a few anecdotes and words of advice.https://www.caceis.com/es/actualidades/a-joint-interview-with-francois-marion-and-jean-francois-abadie-former-ceos-of-caceisMon, 15 Sep 25 12:47:00 +0000https://www.caceis.com/es/actualidades/what-our-clients-are-sayingcnp-assurancesTue, 09 Sep 25 10:49:00 +000016 September 2025 Get ready for the Future of Analytics and Data on the Financial Services Industryhttps://www.caceis.com/es/eventos/opentext-financial-services-ai-virtual-forum-2025Fri, 05 Sep 25 16:03:00 +0000This investment coincides with the upcoming launch of Lise (Lightning Stock Exchange), its subsidiary, which will be the first European tokenised exchange dedicated to SMEs and mid-cap companies.https://www.caceis.com/es/notas-de-prensa/caceis-acquires-a-stake-in-kriptown-to-support-the-launch-of-liseMon, 04 Aug 25 07:20:00 +0000Los resultados de Crédit Agricole S.A. para el segundo trimestre 2025 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-segundo-trimestre-2025-estan-disponiblesFri, 03 May 24 06:00:00 +0000Amid recent volatility, many firms are now choosing to outsource their currency hedging to reduce the operational burden, however there are many different strategies that managers can choose to manage FX risk in the best way for them. Kerrin Pick, senior market solutions sales at CACEIS, outlines the importance of robust currency risk management in today’s markets.https://www.caceis.com/es/en-la-prensa/fx-hedging-a-strategic-imperative-for-global-managersWed, 30 Jul 25 14:43:28 +0000CACEIS Regulatory Watch Newsletter/june-2025Thu, 17 Jul 25 06:30:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-80-july-2025Thu, 10 Jul 25 09:22:00 +0000As we reach the 25 year anniversary of ETFs in Europe, few involved in the launch of Europe’s first ETF back in April 2000 could have predicted that assets would today surpass $2.3tn, with trades performed across 24 countries.https://www.caceis.com/es/actualidades/2025-mid-year-snapshot-whats-driving-europes-etf-marketTue, 08 Jul 25 14:30:41 +0000In the era of real- time-data and at the dawn of T+1 in Europe, it was essential for CACEIS to take advantage of our strong international presence to adapt the organisational set-up and offer clients a ‘Follow-the-Sun’ framework for service delivery.https://www.caceis.com/es/actualidades/leveraging-a-follow-the-sun-model-for-continuous-data-availabilityTue, 08 Jul 25 08:09:31 +0000Le Crédit agricole est la première grande banque française à obtenir son passeport européen pour proposer des cryptomonnaies à ses clients via sa filiale CACEIS qu’il vient de racheter à 100 %. Pour l’occasion, le responsable des actifs digitaux du groupe se confie à La Tribune. Retard des banques sur les plateformes d’échange, multiplication des stable coins bancaires et tokenisation d’actifs financiers traditionnels, Laurent Majchrzak révèle les positions de la banque.https://www.caceis.com/es/en-la-prensa/crypto-la-blockchain-pourrait-bouleverser-lactivite-des-banquesMon, 07 Jul 25 09:07:00 +0000Following the agreement announced on December 19th, 2024, and after receiving all required authorizations, Crédit Agricole S.A. announces today having completed the acquisition of Santander’s 30.5% stake in CACEIS, its asset servicing subsidiary. Credit Agricole S.A. now controls 100% of the share capital of CACEIS.https://www.caceis.com/es/notas-de-prensa/credit-agricole-sa-completes-the-acquisition-of-santanders-305-stake-in-caceis-and-now-brings-its-ownership-to-100Fri, 04 Jul 25 16:10:00 +0000Un nouvel acteur dans le monde des agréments MiCA (MarketsinCrypto-Assets) . CACEIS Bank, filiale du groupe Crédit Agricole, vient d'annoncer avoir obtenu l'autorisation de l'Autorité de contrôle prudentiel et de résolution (ACPR), sur avis de l'Autorité des marchés financiers (AMF), à opérer sous le régime du règlement européen MiCA, avec les services de conservation, administration, réception/transmission d'ordres (RTO) et transfert de crypto-actifs.https://www.caceis.com/es/en-la-prensa/caceis-nouvel-emule-francais-de-lagrement-mica-sur-les-cryptosWed, 02 Jul 25 09:07:00 +0000CACEIS, a leading European asset servicing group, is appointed by Syz Asset Management, part of Swiss family-owned Syz Group, to provide custody, fund administration, and transfer agency services. The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.https://www.caceis.com/es/notas-de-prensa/caceis-appointed-exclusive-asset-servicing-provider-for-syz-asset-managementTue, 01 Jul 25 09:50:00 +0000CACEIS Bank was authorised by the ACPR, France’s banking and insurance regulator, following the advice of the AMF, France’s financial sector regulator, to provide crypto-asset services in accordance with the procedures laid out in Article 60 of MiCA, the European Markets in Crypto-Assets Regulation.https://www.caceis.com/es/notas-de-prensa/caceis-bank-obtains-mica-authorisationMon, 30 Jun 25 07:40:00 +0000Three new solutions are joining the CACEIS Connect Store, the private marketplace launched at the end of 2023. The goal is to offer high value-added services that are immediately available to clients, in a seamless and interconnected environment.https://www.caceis.com/es/actualidades/connect-store-caceis-expands-its-fintech-marketplace-to-meet-client-challengesTue, 24 Jun 25 14:29:51 +0000In December 2011, Pension Fund Gasunie chose the then KAS BANK (acquired by CACEIS in 2019) as its service provider for investment administration, performance measurement and currency overlay. In 2024, PF Gasunie started securities lending with CACEIS. Peter van der Pol, Asset Manager at PF Gasunie, and Rutgur Boersma, Finance & Control Manager at PF Gasunie talk about the development of the relationship with CACEIS over the years and the benefits for their business.https://www.caceis.com/es/actualidades/what-our-clients-are-saying-pension-fund-gasunieTue, 24 Jun 25 08:59:40 +0000Pension funds and large asset managers are under pressure worldwide. They need to achieve higher returns, invest responsibly, report in greater detail, reduce management costs and comply with various European regulations. Fortunately, an innovative management solution now brings all these requirements together.https://www.caceis.com/es/actualidades/pension-funds-require-detailed-and-reliable-dataFri, 20 Jun 25 09:00:00 +0000CACEIS Regulatory Watch Newsletter/may-2025Wed, 18 Jun 25 06:30:00 +0000CACEIS Group's Financial Statements 2024https://www.caceis.com/es/media-room/publicaciones/financial-statements-2024Tue, 17 Jun 25 08:11:00 +0000Eamonn O’Callaghan joined CACEIS on 9th June 2025 as ETF Group Product Manager in CACEIS Ireland. He has 25 years’ experience within the financial services industry, most of which has been working with ETF Issuers.https://www.caceis.com/es/notas-de-prensa/caceis-recruits-eamonn-ocallaghan-as-etf-group-product-managerThu, 12 Jun 25 07:27:17 +000023-25 June 2025 – Grimaldi Forum, Monaco CACEIS is Diamond sponsor of the FundForum International 2025 event, the Europe's leading gathering for fund buyers, which takes place on June 23th-25thhttps://www.caceis.com/es/eventos/fundforum-international-2025Tue, 10 Jun 25 12:06:00 +000016-18 June 2025Madridhttps://www.caceis.com/es/eventos/the-network-forum-annual-meeting-2025Mon, 02 Jun 25 06:03:00 +0000Matthew Ives summarises the recent roundtable held with asset managers, ACDs and consultants on the UK’s Sustainability Disclosure Requirements (SDR)https://www.caceis.com/es/actualidades/sdr-roundtable-evidence-based-standards-good-data-and-training-are-keyWed, 28 May 25 13:40:00 +0000CACEIS Regulatory Watch Newsletter/april-2025Tue, 20 May 25 06:30:00 +0000Como bien sabemos el sector financiero en Europa se enfrenta a algunos retos. Entre ellos se encuentran la fragmentación del mercado de capitales, el aumento de la inversión en activos financieros por parte de clientes tanto institucionales como minoristashttps://www.caceis.com/es/en-la-prensa/captacion-de-nuevo-negocio-dificultades-y-retos-como-nos-favorece-la-innovacionFri, 16 May 25 12:47:50 +0000The Board of Directors of CACEIS held the 14th of May 2025 has appointed Jean-François Balaÿ, Chief Executive Officer of Crédit Agricole CIB since the 6th of May 2025, as Chairman of the Board of CACEIS, whose Chief Executive Officer is Jean-Pierre Michalowski. Jean-François Balaÿ takes over from Xavier Musca.https://www.caceis.com/es/notas-de-prensa/jean-francois-balay-is-appointed-chairman-of-the-board-of-directors-of-caceisThu, 15 May 25 12:57:00 +0000Les partenaires souhaitent faire de Registraccess la plateforme de place incontournable pour l’échange d’information sécurisée sur les sociétés non cotées.https://www.caceis.com/es/notas-de-prensa/slib-uptevia-axiocap-et-utocat-sunissent-pour-accelerer-le-developpement-de-la-plateforme-de-place-registraccessMon, 05 May 25 10:23:00 +0000Los resultados de Crédit Agricole S.A. para el primer trimestre del año 2025 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-primer-trimestre-del-ano-2025-estan-disponiblesWed, 30 Apr 25 06:00:00 +000030 April 2025 - 11:00-11:45 Webinar Registration openhttps://www.caceis.com/es/eventos/caceis-connect-store-new-fintech-partnership-for-crs-and-fatca-reporting-for-peres-clientsWed, 23 Apr 25 13:44:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-79-april-2025Tue, 22 Apr 25 09:00:00 +000020 years after its creation, CACEIS is a global leader in asset servicing. Jean-Pierre Michalowski analyses the group's growth, expansion strategies and future challenges in a constantly evolving industry.https://www.caceis.com/es/actualidades/interview-of-jean-pierre-michalowski-ceo-of-caceisTue, 22 Apr 25 07:00:00 +0000In this brief interview, Olivia Zitouni, CACEIS’ Group Head of PERES Coverage & Client Management, talks with Giacomo Rossi, Partner and Co-Founder of Vesper Infrastructure Partners, one of CACEIS’ newest clients. The discussion covers Giacomo’s background, Vesper Infrastructure Partners’ strategy & outlook, and touches on the decision to migrate investment servicing to CACEIS and the experience so far.  https://www.caceis.com/es/actualidades/what-our-clients-are-saying-vesper-infrastructure-partnersThu, 17 Apr 25 09:13:00 +0000CACEIS Regulatory Watch Newsletter/march-2025Thu, 17 Apr 25 06:30:00 +0000CACEIS, the leading European asset servicing group, has recently been selected to provide depositary services for Vesper’s maiden fund, Vesper Next Generation Infrastructure Fund I SCSp. The Fund’s AIFM is advised by Vesper Infrastructure Partners SRL, an independent advisor in the European value-add infrastructure space. https://www.caceis.com/es/notas-de-prensa/caceis-wins-depositary-mandate-for-vesper-next-generation-infrastructure-fund-iWed, 16 Apr 25 07:35:00 +0000In recent years, CACEIS has grown significantly through mergers and integrations, becoming a Group with 7,000 employees today, within a broader international environment. Faced with this significant cultural integration challenge, CACEIS has established a common culture to make the most of this diversity, develop a sense of belonging to the Group and motivate its employees, in order to continually improve its client servicing.https://www.caceis.com/es/actualidades/one-caceis-a-unifying-corporate-cultureMon, 14 Apr 25 12:25:36 +0000The global financial markets are undergoing a transformative shift with the approaching adoption of a T+1 settlement cycle. In May 2024, the U.S., Canada, Mexico, and Argentina successfully migrated to T+1, joining a host of other T+1 pioneers including China and India. The EU and the UK have recently set related deadlines to align with the future standard model. https://www.caceis.com/es/actualidades/the-imminent-t-1-settlement-in-the-euFri, 11 Apr 25 12:59:58 +0000CACEIS ranked among the top 2% of companies in its sector in 2024 with an exceptional score of 80/100. This award reflects our commitment to the rigorous CSR standards that we are constantly improving in order to ensure we make a positive and sustainable impact with our activities.https://www.caceis.com/es/actualidades/caceis-again-receives-gold-ecovadis-medalThu, 10 Apr 25 14:43:00 +0000Directrice commerciale à la banque dépositaire Caceis (groupe Crédit Agricole) pour la clientèle des gérants de fonds non cotés, Olivia Zitouni dévoile les coulisses d'un métier peu connu, qui joue un rôle clé dans le quotidien des sociétés de gestion et leurs clients investisseurs.https://www.caceis.com/es/en-la-prensa/olivia-zitouni-je-suis-la-banquiere-du-quotidien-des-fonds-dactifs-non-cotesTue, 01 Apr 25 15:53:00 +0000CACEIS Regulatory Watch Newsletter/february-2025Mon, 17 Mar 25 07:30:00 +0000In this article, Fehri Khadri, in CACEIS’ Execution services team looks at 3 areas of concern in 2025 for trading desks looking to ensure a streamlined execution process for investment management clients.https://www.caceis.com/es/actualidades/understanding-the-key-trends-and-challenges-faced-around-execution-in-2025Mon, 10 Mar 25 11:22:00 +0000CACEIS Regulatory Watch Newsletter/january-2025Fri, 14 Feb 25 07:30:00 +0000Los resultados de Crédit Agricole S.A. para el cuarto trimestre y del año 2024 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-cuarto-trimestre-y-del-ano-2024-estan-disponiblesWed, 05 Feb 25 07:00:00 +0000Your Global Asset Servicing Partnerhttps://www.caceis.com/es/media-room/publicaciones/corporate-brochure-2025Thu, 30 Jan 25 08:53:00 +0000Dutch cooperative insurer, Nh1816 Verzekeringen has awarded a comprehensive servicing mandate to leading European asset servicing group, CACEIS. CACEIS will provide custody, administration, performance measurement, compliance monitoring, execution, and regulatory reporting services for Nh1816. https://www.caceis.com/es/notas-de-prensa/nh1816-selects-caceis-as-asset-servicerTue, 28 Jan 25 17:40:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-78-january-2025Mon, 27 Jan 25 10:00:00 +0000Digital assets, tokenised assets and crypto-currencies are set to bring wide-ranging changes to the finance industry such as greater efficiency, faster turnarounds and more transparency. However, the security of the virtual assets themselves and the transactions made with them remain a core concern, especially for the Asset Servicing community. This article looks at CACEIS' strategy for the digital asset space to better understand the support our clients need now and in the future as the space evolves. https://www.caceis.com/es/actualidades/a-deep-involvement-in-european-exploratory-works-of-a-wholesale-central-bank-digital-currencyThu, 23 Jan 25 11:15:51 +0000On December 11, the CACEIS GREAT (Gender Respect Equality at Target) network joined the Cercle Potenti'Elles, the Crédit Agricole group's federation of gender diversity networks, in the presence of Bénédicte Chrétien, Crédit Agricole S.A. Group Human Resources Director, Jean-Pierre Michalowski and Carine Echelard, respectively CEO and Chief Human Resources Officer of CACEIS.https://www.caceis.com/es/actualidades/great-signs-credit-agricole-groups-potentielles-charterThu, 23 Jan 25 11:02:50 +0000Faced with the slowdown in the growth of Article 9 funds classified under the Sustainable Finance Disclosure Regulation (SFDR), CACEIS is positioning itself as a strategic ally for the sustainable manager/investor community. Since January 2025, the Group has waived all CACEIS fees for the creation of a fund or sub-fund classified under Article 9 of SFDR or any equivalent category in other jurisdictions.https://www.caceis.com/es/actualidades/caceis-is-supporting-sustainable-finance-with-a-special-initiative-for-sustainability-focussed-fundsThu, 23 Jan 25 09:52:10 +0000CACEIS Regulatory Watch Newsletter/december-2024Thu, 23 Jan 25 07:30:00 +0000As technology evolves, it offers many opportunities to streamline, secure and expand the tools we provide staff and the services we can offer clients. Remaining at the cutting edge of technology development and uptake means trialling and the rapid adoption of the most promising features. This ensures our group and our clients benefit from both a first-starter advantage and the ongoing efficiencies and security that technologies bring. In this article we shine the spotlight on CACEIS’ ‘AI Factory’ that has been a feature of our Digital division since 2024.https://www.caceis.com/es/actualidades/ensuring-clients-and-staff-are-in-the-front-line-to-benefit-from-technology-innovation-developed-by-caceis-ai-factoryWed, 22 Jan 25 16:23:56 +0000Our dealing rooms’ teams of expert traders provide professional and efficient support for your execution and clearing operations across the major financial markets of the world.https://www.caceis.com/es/actualidades/secure-trading-on-a-global-scale-with-caceis-market-solutionsTue, 21 Jan 25 14:03:18 +0000In 2019, the Dutch investment fund Hoofbosch, formerly a family fund, selected CACEIS Netherlands as its custodian bank. Since then, a fruitful relationship has developed, thanks in particular to CACEIS’ expertise in tax-related services. Robbert-Jan Engels, co-founder and manager at Hoofbosch, and Sander Luijendijk, manager at Hoofbosch talk about the relationship, how it has developed and the benefits for their business.https://www.caceis.com/es/actualidades/client-testimony-robbert-jan-engels-and-sander-luijendijk-hoofboschMon, 20 Jan 25 11:10:46 +0000The Lincolnshire County Council Pension Fund has selected CACEIS and the CACEIS Pensions Centre to provide custody, accounting and performance services as part of a £3.5bn mandate.https://www.caceis.com/es/notas-de-prensa/lincolnshire-county-council-pension-fund-selects-caceis-and-the-caceis-pensions-centre-in-a-mandate-that-covers-custody-administration-and-performance-reportingWed, 15 Jan 25 07:51:00 +000028-30 January 2025Palais des Festivals - Cannes, Francehttps://www.caceis.com/es/eventos/ipem-2025-cannesMon, 13 Jan 25 07:00:00 +00009 January 2025 - 11:00-11:45Webinar Registration openhttps://www.caceis.com/es/eventos/the-ai-revolution-how-caceis-is-accelerating-innovation-through-artificial-intelligenceFri, 20 Dec 24 15:36:00 +0000Crédit Agricole S.A. and Santander have entered into an agreement for the acquisition by Crédit Agricole S.A. of Santander’s 30.5% stake in CACEIS, its asset servicing provider. Following the envisaged transaction, Crédit Agricole S.A. will control 100% of the share capital of CACEIS.https://www.caceis.com/es/notas-de-prensa/credit-agricole-sa-has-signed-an-agreement-for-the-acquisition-of-santanders-305-stake-in-caceis-its-asset-services-provider-aiming-to-bring-its-ownership-to-100Thu, 19 Dec 24 17:52:00 +0000In einer vielschichtigen Diskussion auf dem CACEIS Institutionelle Investoren Forum beleuchteten Experten aus der Energiebranche, dem Finanzwesen und der Beratung mit dem Fokus Pensionsindustrie die Herausforderungen, die volatile Märkte, steigende Zinsen und geopolitische Unsicherheiten für Unternehmen und institutionelle Investoren mit sich bringen. Moderator Pascal Bazzazi führte durch das Panel, das Themen von Währungsabsicherung bis hin zu innovativen Blockchain-basierten Finanzprodukten behandelte.https://www.caceis.com/es/actualidades/fuer-pensionseinrichtungen-lebendige-paneldiskussion-des-caceis-forums-fuer-sie-zusammengefasstThu, 12 Dec 24 13:17:00 +0000CACEIS Regulatory Watch Newsletter/november-2024Thu, 12 Dec 24 07:30:00 +0000The launch of CACEIS’ Digital Assets business line at the beginning of the year and its tight integration into the standard client servicing offer, has led the group to obtain Digital Asset Service Provider (DSAP) status in France, and Virtual Asset Service Provider (VSAP) status in both Spain and in Luxembourg.https://www.caceis.com/es/notas-de-prensa/caceis-strengthens-digital-asset-servicing-offer-in-luxembourgTue, 10 Dec 24 11:00:00 +0000CACEIS won the ‘Americas (Inc Latam) Custodian of The Year’ at the recent Asset Servicing Times 2024 Industry Excellence Awards, which were held in London in November. The awards are dedicated to supporting and recognising outstanding achievements within the asset servicing industry. https://www.caceis.com/es/actualidades/caceis-won-the-americas-custodian-of-the-year-2024-awardTue, 03 Dec 24 10:23:49 +0000La fintech Spiko, spécialisée dans la tokenisation d’instruments financiers, a fait le choix de CACEIS pour ces Sicav monétaires gérées par Twenty First Capital. Depuis octobre, CACEIS assure donc le rôle de dépositaire et conservateur pour ces produits. https://www.caceis.com/es/en-la-prensa/des-parts-de-fonds-monetaires-tokenises-sur-blockchain-publiqueMon, 02 Dec 24 09:53:38 +0000CACEIS Regulatory Watch Newsletter/october-2024Mon, 18 Nov 24 07:30:00 +0000In recent years, many asset managers have launched sustainable investment products, or portfolios, aimed at investors who not only seek financial returns, but also wish to take environmental or social considerations into account.https://www.caceis.com/es/actualidades/new-rules-on-sustainable-fund-naming-conventions-coming-into-forceTue, 12 Nov 24 15:14:53 +0000Los resultados de Crédit Agricole S.A. para el tercer trimestre 2024 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-tercer-trimestre-2024-estan-disponiblesWed, 06 Nov 24 07:00:00 +0000CACEIS won the Best initiative in digital assets award for its new digital asset custody offer at the 9th AM TECH DAY event dedicated to technology innovation.https://www.caceis.com/es/actualidades/caceis-wins-best-digital-asset-initiative-awardTue, 22 Oct 24 10:09:40 +0000The asset journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-77-october-2024Thu, 17 Oct 24 09:00:00 +0000CACEIS Regulatory Watch Newsletter/september-2024Thu, 17 Oct 24 06:30:00 +0000Last summer, a group of men and women from CACEIS set up a network to promote gender diversity, with the aim of promoting professional equality between men and women, and all forms of diversity and inclusion in the broadest sense. Launched in Paris, it is now gradually being rolled out across the entire CACEIS Group network.https://www.caceis.com/es/actualidades/great-the-network-promoting-gender-equality-at-caceisTue, 15 Oct 24 15:04:16 +0000One of the major challenges for early 2025 will be helping EU investors trade the main crypto-assets in compliance with MiCA’s (Markets in Crypto-Assets) regulatory principles. Here, the key challenge is interfacing with a centralised exchange (CEX) or digital asset exchange platform managed by a company or other organisation.https://www.caceis.com/es/actualidades/caceis-is-enhancing-its-digital-asset-services-with-reception-transmission-of-orders-rto-for-its-clients-on-exchanges-0Tue, 15 Oct 24 14:17:25 +0000Europe’s MiCA (Markets in Crypto-Assets) regulation dated as of 31st May 2023, came into force partially on 30th June 2024 for the regulation of stablecoins (tokens indexed on a stable asset like a security or a coin) and will be fully applicable to all crypto assets as of 30th December 2024. The creation of a harmonised EU framework for crypto-assets is a key milestone for the sector’s progress and keep Europe ahead in the appreciation of this emerging industry.https://www.caceis.com/es/actualidades/mica-an-opportunity-for-caceis-to-further-develop-crypto-asset-servicesTue, 15 Oct 24 12:23:41 +0000CACEIS is upgrading the OLIS client portal to better meet client needs. The changes involve new services, self-care features and enhancements which are scheduled to go live by the end of this year.https://www.caceis.com/es/actualidades/olis-a-fast-evolving-client-portalTue, 15 Oct 24 08:42:20 +0000CACEIS is the first asset servicing group to obtain Digital Asset Service Provider (DSAP) status in France, and plans to extend its existing service offer with a fund unit tokenisation solution that opens up Blockchain-based distribution possibilities.https://www.caceis.com/es/actualidades/digital-assets-innovation-a-new-solution-for-tokenisation-and-distribution-of-fund-units-on-blockchainThu, 10 Oct 24 14:40:13 +0000Beijing, 21-24 October 2024Olympic Parkhttps://www.caceis.com/es/eventos/sibos-2024Thu, 10 Oct 24 11:53:32 +0000With 750 expert staff across 14 countries, PERES is a European market leader, taking the No. 1 spot in France and Luxembourg in terms of custody, and ranking among the top 5 groups in 6 other key European jurisdictions, with almost €630bn under depositary and over €300bn under administration. https://www.caceis.com/es/actualidades/private-equity-the-peres-business-line-celebrates-10-years-of-successWed, 09 Oct 24 15:41:38 +0000CACEIS Bank in Spain has become the first traditional bank and unique custody specialist in Spain to be granted as DASP (Digital Assets Service Provider) by the Bank of Spain.https://www.caceis.com/es/actualidades/caceis-bank-in-spain-obtains-the-bank-of-spain-registration-as-digital-asset-service-providerWed, 09 Oct 24 09:27:15 +0000En un contexto como el actual, marcado por el cambio constante, la manera en que las compañías se adaptan a las novedades es una cuestión diferencial. Además, en nuestro caso, el compromiso va más allá de la adaptación. Debemos asegurarnos de ser comunicativos y transparentes con nuestros clientes, ya que, la confianza que depositan cada día en nosotros es nuestro mayor valor.https://www.caceis.com/es/eventos/explicando-las-novedades-tecnologicas-y-regulatorias-la-inteligencia-artificial-y-doraWed, 09 Oct 24 09:09:00 +0000European Sustainable Development Week provides an opportunity for CACEIS to confirm the group’s environmental, social and governance priorities and commitments.https://www.caceis.com/es/actualidades/csr-building-a-sustainable-future-togetherTue, 08 Oct 24 13:39:13 +0000CACEIS has enabled clients to subscribe into the first French UCITS money-market funds with units natively issued and delivered on Ethereum’s public blockchain. These tens of millions of euros in investments, mark the launch of CACEIS' new custody architecture for tokenised financial instruments and crypto-assets.https://www.caceis.com/es/notas-de-prensa/caceis-records-client-subscriptions-in-spikos-tokenised-money-market-funds-on-public-blockchainMon, 07 Oct 24 12:00:00 +0000In the world of asset servicing, the transfer agent (TA) plays a key role that now extends far beyond recordkeeping and settlement agent services. Handling such a broad range of fund types and a plethora of investment rules, all within a highly-complex distribution chain, the TA provides essential support to fund promoters who distribute their funds around the world.https://www.caceis.com/es/actualidades/transfer-agency-services-a-business-on-its-own-that-requires-a-high-level-of-expertiseWed, 02 Oct 24 13:11:55 +0000Exchange Traded Funds (ETFs) have been part of the European market since 2000, experiencing immense success over the years. Traditionally, ETFs are associated with passive investment strategies that track indices. While this remains true for the majority of ETFs, a growing shift towards actively managed ETFs has emerged in recent years.https://www.caceis.com/es/actualidades/the-strong-growth-potential-of-active-etfsTue, 01 Oct 24 15:16:33 +0000In line with the group’s client and staff-centric digitalisation strategy, CACEIS now integrates a machine learning solution from French fintech Nephelai that facilitates Middle-office Trade Management.https://www.caceis.com/es/notas-de-prensa/caceis-integrates-nephelais-ai-with-its-middle-office-offerTue, 01 Oct 24 08:00:00 +0000Our recent survey to European Asset managers on Hybrid Funds, in partnership with Funds Europe, confirms that the appetite for hybrid funds is growing. Key areas of interest include private debt, private equity and real estate private debt. However, challenges remain in areas like consolidated reporting and providing transparency. You can learn more by reading the survey results here, which gauges the state of planning for hybrid funds across Europe.https://www.caceis.com/es/actualidades/hybrid-funds-in-2024-results-of-our-surveyMon, 30 Sep 24 15:48:34 +00008 October 2024 Palais Brongniart, Parishttps://www.caceis.com/es/eventos/am-tech-day-2024Mon, 30 Sep 24 13:05:37 +0000Cet été, les grandes associations professionnelles réunies dans un groupe de place pour orchestrer les contrôles dépositaires en matière d’ESG sont parvenues à un accord qui a reçu l’aval de l’AMF. Celui-ci entrera en vigueur pour les reportings dès la rentrée. Ce groupe poursuit ses travaux pour parvenir à harmoniser les données ESG.https://www.caceis.com/es/en-la-prensa/la-place-travaille-sur-une-nomenclature-commune-des-contraintes-extra-financieresFri, 27 Sep 24 11:38:00 +0000Dado que Estados Unidos y otros países de América del Norte y del Sur han reducido su ciclo de liquidación de operaciones bursátiles, los países europeos (UE, Reino Unido y Suiza) se ven presionados para seguir su ejemplo. El paso parece inevitable dada la fuerte implicación de los legisladores de la Unión Europea.https://www.caceis.com/es/en-la-prensa/preparando-t-1-en-europa-un-camino-tortuoso-o-una-oportunidad-en-el-caminoWed, 25 Sep 24 10:04:13 +00003 October 2024 - 11:00-11:45Webinar Register nowhttps://www.caceis.com/es/eventos/artificial-intelligence-at-the-service-of-asset-servicing-optimisation-of-middle-office-process-at-caceisTue, 24 Sep 24 14:36:00 +0000Major industry survey guages the state of planning for hybrid funds across Europehttps://www.caceis.com/es/media-room/publicaciones/hybrid-funds-in-2024Fri, 20 Sep 24 08:34:34 +0000CACEIS Regulatory Watch Newsletter/july-august-2024Mon, 16 Sep 24 06:30:00 +0000Los resultados de Crédit Agricole S.A. para el segundo trimestre 2024 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-segundo-trimestre-2024-estan-disponiblesFri, 03 May 24 06:00:00 +0000CACEIS Group's Financial Statements 2023https://www.caceis.com/es/media-room/publicaciones/financial-statements-2023Wed, 31 Jul 24 06:00:00 +0000Arnaud Misset, Chief Digital Officer de CACEIS, analiza el uso de la IA en el sector de la gestión de activos, desde la notoriedad y los temores que suscita hasta la eficiencia operativa y las consideraciones relativas al personal. Esta nueva y emocionante tecnología podría revolucionar el sector o simplemente ayudar a aumentar la eficiencia: este artículo trata de explicar las realidades prácticas de aprovechar esta extraordinaria tecnología.https://www.caceis.com/es/notas-de-prensa/implementando-la-inteligencia-artificial-en-el-sector-de-servicios-de-activosFri, 26 Jul 24 14:37:02 +0000CACEIS Regulatory Watch Newsletter/june-2024Mon, 15 Jul 24 06:30:00 +0000CACEIS, the asset servicing company of Crédit Agricole and Santander, promoted the results of the 21st edition of the Monitor on Real Estate Finance in association with Assoimmobiliare. A total of 10 real estate management companies and 215 real estate funds took part in the survey. The data they provided was analysed by the Permanent Observatory for Real Estate Funds, which is part of the Department of Economics at the University of Parma, led by Professor Claudio Cacciamani.https://www.caceis.com/es/notas-de-prensa/caceis-reveals-the-results-of-the-xxi-monitor-on-real-estate-financeMon, 01 Jul 24 15:10:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-76-june-2024Tue, 25 Jun 24 08:00:00 +0000Over the last few years, clients have had to tackle ever-changing market conditions and are now faced with rising complexity, increasing cost pressure, more investment diversity, broader distribution networks, and greater volatility across currencies. Optimising currency risk management has now become an essential task within any manager’s investment strategy, and to help clients take on these challenges and mitigate investment risk, CACEIS has enhanced its Currency Overlay services offer.https://www.caceis.com/es/actualidades/caceis-enriches-its-forex-solutions-by-launching-a-best-in-class-currency-overlay-services-offerFri, 21 Jun 24 11:32:00 +0000Tras la construcción de su infraestructura técnica para la tenencia de activos digitales y su registro PSAN en la AMF, CACEIS se ha convertido en el primer gestor de activos de Europa en crear una línea de negocio de Activos Digitales. Formada por equipos especializados, su objetivo es satisfacer la demanda de los clientes que desean invertir en esta nueva clase de activos o distribuir participaciones de fondos en forma tokenizada utilizando blockchain.https://www.caceis.com/es/notas-de-prensa/innovacion-una-nueva-linea-de-negocio-enfocada-exclusivamente-en-los-activos-digitalesFri, 21 Jun 24 10:46:22 +0000As a leading asset servicing group with a world-wide network of entities, CACEIS has been actively supporting clients in the Nordics for many years. However, with the recent acquisition of RBC’s asset servicing activities in Europe, the group not only gains some 40 key Nordic clients but also a professional team of sales, relationship management and operational staff who know the clients, understand the region’s business culture and are keen to further develop CACEIS’ presence in the region.https://www.caceis.com/es/actualidades/taking-caceis-nordic-client-servicing-to-the-next-levelFri, 21 Jun 24 10:17:31 +0000In this two-part article, Kamel Torki, Group Product Manager, in charge of T+1 Initiative, takes an in-depth look at the migration to a T+1 settlement cycle in the US and other countries, and Eric Derobert, Group Head of Public Affairs analyses how this migration will impact settlement cycles in Europe.https://www.caceis.com/es/actualidades/t-1-settlement-in-the-us-and-the-outlook-for-europeFri, 21 Jun 24 07:59:55 +0000CACEIS has a long track record in working with pension schemes. Today, we partner with all types of pension schemes across Europe and the UK, providing solutions such as custody, administration, securities lending, foreign exchange and reporting.https://www.caceis.com/es/actualidades/driving-long-term-partnership-with-pension-schemesWed, 19 Jun 24 09:45:00 +0000The European ETF industry is still experiencing significant growth and we have recently observed growing interest in the ‘Active’ ETF category. Promoters of traditional funds, not yet active in the ETF space due to their focus on active management strategies, have seen the US-led Active ETF trend filter over to Europe.https://www.caceis.com/es/actualidades/domiciliation-of-etfs-what-choice-of-jurisdiction-in-europeMon, 17 Jun 24 09:44:33 +0000CACEIS Regulatory Watch Newsletter/may-2024Mon, 17 Jun 24 06:30:00 +0000As a leading cash equity clearing provider in Europe, CACEIS now offers broker-dealers, market makers and banks - who are trading participants on the exchanges and multilateral trading platforms - the opportunity to trade on the ARTEX trading venue and benefit fully from CACEIS’ Clearing & Settlement services. https://www.caceis.com/es/notas-de-prensa/caceis-expands-clearing-options-by-connecting-to-artex-global-marketsThu, 13 Jun 24 08:10:00 +000024-26 June 2024 – Grimaldi Forum, Monaco CACEIS is Diamond sponsor of the FundForum International 2024 event, the Europe's leading gathering for fund buyers, which takes place on June 24th-26thhttps://www.caceis.com/es/eventos/fundforum-international-2024Wed, 12 Jun 24 12:06:00 +0000In this article, Alvaro Laorden, Global Head of CACEIS Group’s Market Solutions Sales, details the international expansion strategy of Crédit Agricole and Santander’s joint-owned asset servicing banking group. He also focuses on how its growing scope is driving broader securities finance coverage across new financial centres, and bringing key solutions to a wider clientele of asset owners.https://www.caceis.com/es/en-la-prensa/caceis-industry-consolidator-and-key-servicing-partner-for-global-marketsThu, 06 Jun 24 12:58:49 +000025 June 2024 - 11:00-11:45Webinar Register nowhttps://www.caceis.com/es/eventos/securities-lending-2024-how-the-industry-is-adding-value-to-end-investors-throughout-a-period-of-regulatory-and-market-changeMon, 03 Jun 24 14:36:43 +0000Since 1st June 2024, less than a year after the acquisition of Royal Bank of Canada’s (RBC) European asset servicing activities, all staff in each location are now regrouped under common legal structures. On the client side, the migration project is also underway and is scheduled for completion by the end of 2024.https://www.caceis.com/es/notas-de-prensa/caceis-has-completed-the-integration-of-caceis-is-ex-rbc-is-european-entitiesMon, 03 Jun 24 07:00:00 +0000CACEIS Regulatory Watch Newsletter/april-2024Sat, 25 May 24 06:30:00 +0000CACEIS es un actor importante en la gestión de activos en Europa, y está tomando medidas para reforzar su estrategia digital mediante el establecimiento de una línea de negocio de Activos Digitales que satisfaga la creciente demanda de las sociedades de gestión de inversiones y los inversores institucionales. El lanzamiento de esta nueva línea de negocio demuestra el apoyo de CACEIS a los clientes interesados en los activos digitales.https://www.caceis.com/es/notas-de-prensa/caceis-abre-una-nueva-business-line-dedicada-exclusivamente-a-los-digital-assetsTue, 21 May 24 13:00:00 +0000Los resultados de Crédit Agricole S.A. para el primer trimestre 2024 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-primer-trimestre-2024-estan-disponiblesFri, 03 May 24 06:00:00 +0000Arnaud Misset, Chief Digital Officer at CACEIS discusses the latest trends in the digital space – from artificial intelligence to tokenization and what that means for CACEIS as an asset servicer.https://www.caceis.com/es/actualidades/digitalizing-finance-from-tokenization-to-aiThu, 02 May 24 10:01:24 +0000CACEIS, a leading European player in asset servicing, today announced the renewal of its key partnership with GemCap Investment Funds (Ireland) PLC, a multi-manager UCITS platform supported by Gemini Capital Management, a UCITS Management Company.https://www.caceis.com/es/notas-de-prensa/caceis-renews-key-partnership-with-gemcap-ucits-platformThu, 25 Apr 24 09:00:00 +0000Interview with Markus Strauch, Director Digital Assets & Trading at Bitpanda (the first Austrian unicorn and client of CACEIS), by Gernot Wurzer, Head of Business Development Germany, Austria, Eastern Europe, CACEIS in Germanyhttps://www.caceis.com/es/actualidades/interview-with-markus-strauch-director-digital-assets-trading-at-bitpandaTue, 16 Apr 24 08:00:00 +0000CACEIS Regulatory Watch Newsletter/march-2024Mon, 15 Apr 24 06:30:00 +0000CACEIS Regulatory Watch Newsletter/february-2024Thu, 14 Mar 24 07:30:00 +0000A comienzos del 2024, CACEIS Bank Spain (CBS) ha logrado sobrepasar los 100 mil millones de euros en activos depositados a través de los vehículos de ahorro e inversión de más de 50 sociedades gestoras.https://www.caceis.com/es/actualidades/caceis-bank-spain-supera-los-100-mil-millones-de-euros-en-depositariaWed, 13 Mar 24 14:57:05 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-75-march-2024Fri, 08 Mar 24 16:28:55 +0000Con motivo del Día Internacional de la Mujer (DIM), me enorgullece presentar este número de CACEIS News, que pone de relieve a las mujeres de CACEIS que están dejando su huella en el sector de Asset Servicing.https://www.caceis.com/es/media-room/publicaciones/editorial-caceis-news-no75-marzo-2024Fri, 08 Mar 24 07:00:00 +00002023 has been an excellent year for CACEIS in Spain, due to strong performance of the financial markets and a host of new client business wins. In terms of assets under custody, the market reached another high-water mark at just under €3 trillion, which represents 10.2% growth compared to December of 2022.https://www.caceis.com/es/actualidades/maintaining-high-momentum-for-caceis-in-spain-latamThu, 07 Mar 24 09:28:00 +0000CACEIS has signed a partnership deal with Regulatory Technology specialist AlphaOmega, to provide a PRIIPs reporting service for clients of its Private Equity and Real Estate Solutions business line.https://www.caceis.com/es/notas-de-prensa/caceis-adds-a-new-priips-reporting-service-via-the-connect-store-for-clients-of-its-private-equity-real-estate-solutions-business-lineThu, 07 Mar 24 08:50:00 +0000CACEIS’ Kuala Lumpur-based subsidiary is one of the last entities to officially join the CACEIS group, following the acquisition of RBC’s European asset servicing activities. https://www.caceis.com/es/actualidades/the-operational-centre-of-excellence-in-malaysia-a-caceis-entity-serving-clientsThu, 07 Mar 24 08:07:59 +0000Global Head of Legal, Vanessa Bouthinon-Dumas, heads a team of around one hundred people spread across several countries in our network. She is also Secretary to the CACEIS Board of Directors and Secretary to the Executive Committee.https://www.caceis.com/es/actualidades/caceis-legal-department-a-key-component-in-the-groups-development-strategyWed, 06 Mar 24 10:33:00 +0000Estelle Lamouline, Director of Finance Control, joined CACEIS on 3rd July 2023, the closing date for the acquisition of RBC's European asset servicing activities. This article looks at the preparatory work carried out by the finance departments in the months leading up to Day-1 and explains the steps required to fully integrate the CACEIS IS finance teams into CACEIS.https://www.caceis.com/es/actualidades/integrating-caceis-is-finance-teams-into-caceisWed, 06 Mar 24 10:01:00 +0000CACEIS offers some 200 products and services covering the entire post-market value chain, from execution to custody. Having such a broad scope of services means that we can offer clients the exact combination to suit their business development objectives, whether they are a bank, asset manager, institutional client or any other type of financial player.https://www.caceis.com/es/actualidades/bespoke-service-offerings-created-in-minutesTue, 05 Mar 24 16:38:00 +0000Corporate Social Responsibility (CSR) is a key part of CACEIS' corporate strategy, and concerns staff, clients, shareholders and our suppliers for the benefit of society as a whole. CACEIS’ CSR strategy is aligned with Crédit Agricole Group's own CSR strategy which comes under the umbrella of its “Social Project”.https://www.caceis.com/es/actualidades/the-benefits-and-challenges-of-following-a-clear-csr-strategyTue, 05 Mar 24 13:23:00 +0000CACEIS Bank lidera el III Ranking de depositaría de IIC internacionales, elaborado por FundsPeople, de productos disponibles para la venta en España, por número de gestoras.https://www.caceis.com/es/en-la-prensa/ranking-funds-people-de-depositaria-de-iic-internacionalesWed, 21 Feb 24 13:14:03 +000022 February 2024 - 11:00-11:45 (CET) Webinar Register nowhttps://www.caceis.com/es/eventos/priips-reporting-caceis-is-on-the-moveFri, 16 Feb 24 10:17:00 +0000In November last year, the Financial Conduct Authority (FCA) published their policy statement on SDR, including proposals for sustainability linked investment labels, which will take effect in July 2024. The scope of the new labelling rules apply to UK collective asset management firms (UCITS managers and AIFMS) that manage UK-domiciled funds in the first instance.https://www.caceis.com/es/actualidades/preparing-for-sdr-and-fund-labelsThu, 15 Feb 24 16:26:00 +0000CACEIS Regulatory Watch Newsletter/january-2024Wed, 14 Feb 24 07:30:00 +0000Following a call for tenders, CNP Assurances has renewed its mandate with CACEIS, the front-running European asset servicing group. CNP Assurances is a leading player in personal and property insurance in France, Europe and Brazil, and has renewed its servicing mandate with CACEIS for the next five years. The mandate covers custody services for around €260 billion in assets, as well as middle-office services for securities financing transactions.https://www.caceis.com/es/notas-de-prensa/cnp-assurances-renews-mandate-with-caceisMon, 12 Feb 24 08:40:00 +0000Los resultados de Crédit Agricole S.A. para el cuarto trimestre y del año 2023 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-cuarto-trimestre-y-del-ano-2023-estan-disponiblesThu, 08 Feb 24 07:00:00 +00002023 was definitely a very memorable year in CACEIS’ history. The takeover of RBC Investor Services' European operations was a major strategic development for our Group, massively increasing the scope of our activity, both in terms of our industry expertise and our international footprint which now covers eighteen countries across four continents.https://www.caceis.com/es/actualidades/editorial-caceis-news-no-74-january-2024Fri, 19 Jan 24 08:00:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-74-january-2024Fri, 19 Jan 24 08:00:00 +0000Integrating RBC IS's European activities is a major project for CACEIS, extending the international scope of our network to 18 markets. Our group is making significant changes to the way our governance and client servicing organisation is set up in order to better suit the larger scope of our business and ensure ongoing client servicing excellence.https://www.caceis.com/es/actualidades/caceis-reworks-commercial-set-up-to-further-improve-client-servicingTue, 16 Jan 24 14:50:00 +0000As the entry point to CACEIS’ Execution-to-Custody model, Market Solutions provides a comprehensive multi-asset, multi-market offer that is fully integrated with the group’s custody, administration and depositary services. Since late 2023, operations and sales are centralised within a single Business Line to better coordinate client servicing.https://www.caceis.com/es/actualidades/caceis-market-solutions-offer-provides-secure-access-to-financial-marketsMon, 15 Jan 24 16:07:00 +000017 January 2024 - 09:00-09:30 (CET) Webinar Register nowhttps://www.caceis.com/es/eventos/getting-deals-done-2024-the-potential-for-an-outstanding-vintageMon, 15 Jan 24 10:17:00 +0000CACEIS Regulatory Watch Newsletter/december-2023Mon, 15 Jan 24 07:30:00 +0000In line with the international expansion of its asset servicing business, CACEIS is extending its securities finance coverage into new financial centres and to a wider community of lenders and borrowers. Donia Rouigueb, CACEIS’ head of sales, securities finance and repo, speaks to Bob Currie about market dynamics, growth strategy and how recent acquisitions will turbocharge its offer.https://www.caceis.com/es/en-la-prensa/growth-trajectoryFri, 12 Jan 24 10:48:05 +0000In 2012, EMIR came into force as a European regulation to increase transparency in the over-the-counter (OTC) and exchange-traded derivatives (ETD) markets and to reduce credit and operational risks. A decade on, EMIR Refit strengthens the obligations rules for derivatives processing, clearing and contract risk management, reporting and the operation of clearing houses and trade repositories.https://www.caceis.com/es/actualidades/caceis-tackles-new-emir-refit-obligationsFri, 12 Jan 24 07:55:00 +0000CACEIS' Digital Innovation team is actively studying the many potential benefits that artificial intelligence can offer our industry in order to enhance the services we offer clients. The team has recently developed Pick-AI which can extract specific data from text-based PDF documents and will be initially used to process client fund invoices.https://www.caceis.com/es/actualidades/leveraging-ai-to-enhance-operational-efficiencyThu, 11 Jan 24 15:29:00 +0000Every year, CACEIS creates around 2,000 funds for clients, and to boost the speed and efficiency, CACEIS is further automating the fund onboarding process.https://www.caceis.com/es/actualidades/new-application-makes-it-easier-to-onboard-new-fundsThu, 11 Jan 24 08:39:00 +0000Joe Saliba, CACEIS’ deputy chief executive, talks to Bob Currie about the bank’s commitment to being an asset servicing leader in Europe, the expansion of its global coverage and why he is returning to London to guide their UK expansion.https://www.caceis.com/es/en-la-prensa/transforming-togetherMon, 08 Jan 24 11:03:05 +0000CACEIS’ Connect Store aggregates market-leading solutions of a select group of fintech partners. Our newest addition is AlphaOmega, a fintech solution that meets the specific requirements of clients in the Private Equity community.https://www.caceis.com/es/actualidades/connect-store-a-new-priips-reporting-service-for-private-equity-clientsThu, 04 Jan 24 11:23:00 +0000En CACEIS, la asociación consiste sencillamente en asegurarnos de estar siempre atentos y ágiles a las necesidades de nuestros clientes, asumiendo la custodia y otros productos que respondan adecuadamente a sus necesidades, y encontrando formas de ayudarles proactivamente de manera consultiva. Por eso es maravilloso recibir un reconocimiento independiente de todo el trabajo que hacemos.https://www.caceis.com/es/actualidades/un-equipo-galardonado-en-2023Thu, 21 Dec 23 15:31:00 +0000As master trusts are in their second year of reporting within the Task Force for Climate-related Financial Disclosures (TCFD) framework, our third master trust roundtable focused on sustainability.https://www.caceis.com/es/eventos/third-master-trust-roundtableThu, 21 Dec 23 10:36:00 +0000CACEIS Regulatory Watch Newsletter/november-2023Mon, 18 Dec 23 07:30:00 +0000CACEIS Bank Spain celebró en Madrid la segunda edición de su evento sobre capital riesgo, de la mano de SpainCap, la asociación de entidades de venture capital y private equity, un mercado en el que la inversión se situó en 2022 en España en un 0,7% como porcentaje del PIB, por encima de la media europea (0,63%).https://www.caceis.com/es/eventos/evento-de-caceis-nadie-quiere-perderse-la-actual-cosecha-de-capital-riesgoThu, 30 Nov 23 08:40:13 +0000Luxembourg’s stock is rising in terms of Private Equity asset volumes and its reputation with the international LP and GP community. In this article, Olivia Zitouni looks at foundation for this success, and reveals the key factors driving the future development of this dynamic sector.https://www.caceis.com/es/en-la-prensa/a-compelling-jurisdiction-for-private-equityMon, 27 Nov 23 14:18:50 +000028 de Noviembre de 2023 - 11:00-12:00 (CET) Webinar Regístrate ahorahttps://www.caceis.com/es/eventos/informes-y-analisis-de-riesgos-esg-que-hay-nuevoWed, 22 Nov 23 10:17:40 +0000Arnaud Misset looks at the opportunities and risks with tokenised financial instruments and the roles that all industry stakeholders in Europe will play in this rapidly developing area.https://www.caceis.com/es/en-la-prensa/tokenised-financial-assets-are-bringing-new-opportunities-to-industry-stakeholdersMon, 20 Nov 23 10:16:48 +0000The Financial Services Industry continues to evolve quickly, driven by innovations such as digital assets and growing regulatory expectations on sustainability. We've been partnering with Funds Europe for several years to uncover important themes for asset and wealth managers. Last year, we focused on climate governance within the asset management landscape. This year. we wanted to uncover how asset owners are addressing some of the big themes that we see emerging- namely, digital assets, sustainability and ETFs, more specifically, active ETFs.https://www.caceis.com/es/media-room/publicaciones/reshaping-investment-tokenisation-etfs-and-sustainabilityTue, 14 Nov 23 08:32:00 +0000CACEIS Regulatory Watch Newsletter/october-2023Mon, 13 Nov 23 07:30:00 +0000HV Capital, destacado inversor en fases iniciales y de crecimiento en Europa, ha añadido recientemente otras cuatro estructuras de capital riesgo a la cartera depositada en CACEIS Alemania.https://www.caceis.com/es/notas-de-prensa/hv-capital-contrata-a-caceis-como-depositario-en-otras-cuatro-estructuras-de-capital-privadoThu, 09 Nov 23 08:40:00 +0000Los resultados de Crédit Agricole S.A. para el tercer trimestre 2023 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-tercer-trimestre-2023-estan-disponiblesWed, 08 Nov 23 07:00:00 +0000CACEIS Bank Spain ha implementado el Sistema de Gestión de Seguridad de la Información ISO 27001.https://www.caceis.com/es/actualidades/caceis-recibe-el-certificado-iso-27001-por-su-gestion-de-la-seguridad-de-la-informacionTue, 31 Oct 23 14:45:31 +0000Congratulations to our Securities Lending team for the awards from Global Investor ISF, a benchmark publication in the securities finance industry providing in-depth analysis of the latest news and events in the securities finance markets globally.https://www.caceis.com/es/actualidades/caceis-securities-lending-team-highly-commended-at-global-investor-isf-awardsThu, 26 Oct 23 06:00:00 +0000CACEIS Regulatory Watch Newsletter/september-2023Thu, 12 Oct 23 06:30:00 +0000Los retos que plantea la ciberseguridad solo podrán ser abordados a través de una amplia colaboración en los aspectos tecnológicos y de innovación en la industria financiera, teniendo en cuenta además la llegada de nueva legislación al respecto. En una reciente presentación en Barcelona y Madrid, CACEIS, el grupo bancario de servicios de activos de Crédit Agricole y Santander, realizó una exposición sobre la situación actual, las dificultades y también las necesidades del sector.https://www.caceis.com/es/en-la-prensa/caceis-bank-spain-refuerza-su-experiencia-y-compromiso-con-la-digitalizacion-de-la-industria-financieraWed, 11 Oct 23 08:06:28 +0000Interview de Laurent Majchrzak pour Les Echoshttps://www.caceis.com/es/en-la-prensa/pour-seduire-les-gerants-dactifs-les-depositaires-sont-soumis-a-une-concurrence-feroceTue, 10 Oct 23 15:34:58 +0000CACEIS UK es el "Proveedor de servicios LGPS del año" en los Premios de Inversión LAPF 2023, testimonio del éxito de las acciones emprendidas este año por Pat Sharman, James Parish y sus equipos.https://www.caceis.com/es/actualidades/la-labor-de-caceis-uk-en-materia-de-planes-de-pensiones-recompensadosFri, 29 Sep 23 08:24:00 +0000La sucursal luxemburguesa de CACEIS es uno de los centros de operaciones del grupo bancario de gestión de activos en Europa, en un país que se ha convertido en un importante centro financiero internacional.https://www.caceis.com/es/en-la-prensa/principal-proveedor-de-servicios-de-activos-en-luxemburgoThu, 28 Sep 23 10:01:14 +00003 octobre 2023Palais Brongniart, Parishttps://www.caceis.com/es/eventos/amtech-day-2023Thu, 21 Sep 23 13:21:00 +0000Eine exklusive Funds Europe/CACEIS-Umfrage unter 250 institutionellen Investoren zeigt, dass ETFs zu einem wesentlichen Bestandteil der Vermögensanlage geworden sind. Überdies wird deutlich, dass ETFs nicht nur eine kostengünstige Möglichkeit sind, Indizes abzubilden, sondern auch für andere Zwecke genutzt werden.https://www.caceis.com/es/actualidades/etfs-werden-immer-haeufiger-eingesetzt-nicht-nur-fuer-indexnachbildungThu, 21 Sep 23 13:04:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-73-september-2023Mon, 18 Sep 23 10:00:00 +000019 de Octubre de 2023Convene, One Liberty Plaza 1 Liberty St, Nueva Yorkhttps://www.caceis.com/es/eventos/the-network-forum-americas-meeting-2023Fri, 15 Sep 23 14:44:00 +0000Desde que adquirió las actividades europeas de gestión de activos de RBC el 1 de julio, CACEIS cuenta con una oficina de representación en Nueva York. El personal de la oficina de representación presta apoyo a las empresas norteamericanas de gestión de activos que se introducen en nuevos mercados fuera de Estados Unidos y acceden a nuevas fuentes de capital. Estas actividades consisten principalmente en ayudar al lanzamiento de fondos offshore y garantizar una estrecha relación comercial entre los propios gestores de activos y nuestro personal que trabaja en Europa, América Latina y Asia. Cyril Schopfer, Managing Director & Head of CACEIS in the US, explica el papel que desempeña CACEIS en Estados Unidos.https://www.caceis.com/es/media-room/publicaciones/actividades-de-caceis-en-estados-unidosFri, 15 Sep 23 11:42:00 +0000Nunca ha sido más evidente que nosotros, como industria de servicios financieros, debemos asumir un mayor liderazgo para ayudar a la sociedad y contribuir a mitigar el riesgo climático y de biodiversidad.https://www.caceis.com/es/actualidades/cual-es-el-camino-hacia-net-zeroFri, 15 Sep 23 08:13:56 +000018-20 September 2023Jardin des Tuileries - Paris, Francehttps://www.caceis.com/es/eventos/ipem-2023Fri, 15 Sep 23 06:00:00 +0000CACEIS Regulatory Watch Newsletter/july-august-2023Thu, 14 Sep 23 06:30:00 +0000CACEIS has identified continued growth in the pensions sector as a key pillar in its 2023-2025 medium-term plan (MTP). To achieve this growth, we leverage our recognised expertise in servicing pension funds, gained through the acquisition of Dutch pensions specialist, KAS Bank. CACEIS has ambitions to become a European market leader for Services to pension funds in Europe, offering our one-stop shop model to cover the full range of pension funds’ servicing needs.https://www.caceis.com/es/actualidades/caceis-a-dedicated-pensions-specialistWed, 13 Sep 23 06:53:00 +0000CACEIS has had many newsworthy events over the summer of 2023. Since 1st July, when we signed the major deal to acquire the European asset servicing activities of Royal Bank of Canada (RBC), our Group has changed both in size and scope.https://www.caceis.com/es/actualidades/editorial-caceis-news-no-73-september-2023Tue, 12 Sep 23 07:27:00 +0000Following the acquisition of the European activities of RBC Investor Services on 1st July, CACEIS' Private Equity division - Private Equity Real Estate Solutions (PERES) - which was already growing strongly, has considerably increased its unlisted fund servicing business and now represents, post-acquisition, more than €545 billion in assets under custody and €300 billion in assets under administration, making it a benchmark player and the European market leader.https://www.caceis.com/es/actualidades/caceis-consolidates-its-european-leadership-position-in-the-private-equity-marketMon, 11 Sep 23 14:17:00 +000026 Septembre 2023 - 11:00 (CET) Webinar Register nowhttps://www.caceis.com/es/eventos/navigating-the-path-to-recovery-securities-class-action-claims-for-institutionsMon, 11 Sep 23 12:50:00 +0000At the end of 2022, as part of a plan to accelerate our digital transformation, CACEIS launched the Connect Store, a digital distribution platform offering top-rated market solutions via partnerships with a select group of fintechs. How has the store evolved since its launch?https://www.caceis.com/es/actualidades/caceis-connect-store-whats-newMon, 11 Sep 23 06:00:00 +0000The Sustainable Finance Disclosure Regulation (SFDR) has defined new European rules for investment classification as well as standards for sustainability reporting. In this ever-changing regulatory environment, clients need a partner who can help them keep up to date with the regulatory and business challenges they face. This is why CACEIS is offering a new type of ESG reporting service in addition to the already extensive reporting available on OLIS, the client portal.https://www.caceis.com/es/actualidades/enhanced-esg-climate-reportingWed, 06 Sep 23 07:18:42 +0000As a leading asset servicing player, CACEIS aims to service all the asset classes that our clients handle. Digital assets, and more specifically securities tokens, are rapidly entering the mainstream and so become a key area of focus for our servicing solutions.https://www.caceis.com/es/actualidades/caceis-digital-asset-factory-the-future-of-asset-servicingTue, 05 Sep 23 13:32:00 +0000Arnaud Misset is CACEIS’ Chief Digital Officer and was previously director at PwC France. Here, he reflects on the issues inherent in predicting the impact of technological innovation and makes the case for a greater understanding of digital assets throughout organisations.https://www.caceis.com/es/en-la-prensa/in-conversation-with-arnaud-missetMon, 04 Sep 23 11:35:34 +0000Consistency is the name of the game when it comes to measuring factors such as value for money. The Department for Work and Pensions, The Pensions Regulator and Financial Conduct Authority are all working together to deliver a consistent regulatory framework, where the same requirements will apply across the whole market to drive consistent and comparable assessments between Defined Contribution (DC) schemes.https://www.caceis.com/es/actualidades/how-should-we-define-valueMon, 04 Sep 23 06:00:00 +0000Pension schemes now have access to more reliable data on ESG and climate risks and are slowly expanding their information requirements to biodiversity risk. More pension schemes are establishing net zero targets. These are all signs of strong evolutionary change. However, are we doing enough?https://www.caceis.com/es/actualidades/evolution-or-revolution-esg-and-climate-data-for-pension-schemesFri, 01 Sep 23 06:00:00 +0000The financial services industry is on the cusp of a major technological transformation, which will lead to innovative evolution and creates exciting new opportunities for pension schemes. In this new era, the value of custodians will be more recognised. Arnaud Misset, Chief Digital Officer at CACEIS, unpacks blockchain and what lies ahead.https://www.caceis.com/es/actualidades/what-lies-ahead-for-pension-schemes-blockchain-and-digital-asset-technologyThu, 31 Aug 23 09:00:00 +0000Wouter Peters, Global Head of The CACEIS Pensions Centre, provides his perspective on how pension schemes can think ahead.https://www.caceis.com/es/actualidades/pension-schemes-need-to-solve-for-many-different-challengesWed, 30 Aug 23 13:12:35 +00005 September 2023 - 9:00 am (CET)Webinar Watch the replay!https://www.caceis.com/es/eventos/what-you-need-to-know-about-the-private-equity-market-before-ipemWed, 30 Aug 23 12:16:15 +0000According to the Zoological Society of London, ‘biodiversity is declining at a rate faster than ever before in human history, with over a million species currently at risk of extinction. We have reached a crucial tipping point, and it is so important that biodiversity loss is put alongside climate change at the top of the global agenda. 44% of the global economy is dependent on the services nature provides’.https://www.caceis.com/es/en-la-prensa/understanding-your-sustainability-risks-nature-and-biodiversity-lossThu, 24 Aug 23 07:50:11 +0000Los resultados de Crédit Agricole S.A. para el segundo trimestre y primer semestre 2023 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-segundo-trimestre-y-primer-semestre-2023-estan-disponiblesFri, 04 Aug 23 06:00:00 +0000Ardian, one of the world leaders in private investment, and Eight Advisory, have selected CACEIS to provide custodian and registrar services for the Booster Fund, launched in March this year.https://www.caceis.com/es/notas-de-prensa/caceis-selected-by-ardian-and-eight-advisory-as-custodian-for-the-booster-fundWed, 19 Jul 23 07:40:00 +0000CACEIS Regulatory Watch Newsletter/june-2023Wed, 12 Jul 23 06:30:00 +0000Today CACEIS, subsidiary of the Crédit Agricole group and Santander, and Royal Bank of Canada (RBC) announced completion of the sale by RBC and purchase by CACEIS of the European asset servicing activities of RBC Investor Services and its associated Malaysian centre of excellence.https://www.caceis.com/es/notas-de-prensa/caceis-and-royal-bank-of-canada-complete-acquisition-of-rbc-investor-services-operations-in-europe-and-malaysiaMon, 03 Jul 23 06:30:00 +0000Arnaud Misset, Chief Digital Officer at CACEIS and Pat Sharman, Country Managing Director, UK, hosted a roundtable on digital assets for pension schemes at the PLSA Investment Conference in June. We’ve summarised key points from the discussion below.https://www.caceis.com/es/actualidades/digital-assets-what-do-they-mean-for-pension-schemesWed, 28 Jun 23 12:47:42 +0000Blue Sky Group (BSG), an independent pension administrator which has its origins in the KLM pension funds, has chosen CACEIS for the complete outsourcing of its services. This includes a fully integrated front-to-back solution developed and implemented by CACEIS. BSG uses a single platform for all traditional and alternative asset classes for the pension funds it manages. It also provides access to reporting services for supervisors and reports on ESG and climate risk. With this partnership, BSG can fully focus on its core business of asset management.https://www.caceis.com/es/notas-de-prensa/blue-sky-group-selects-caceis-full-oursourcing-modelMon, 26 Jun 23 07:29:00 +0000CACEIS Bank, the CACEIS group’s French banking entity, was granted PSAN (Digital Assets Service Provider) status by the AMF (France’s Financial Markets Authority), acting on the advice of the ACPR (France’s Prudential Control and Resolution Authority).https://www.caceis.com/es/notas-de-prensa/caceis-bank-is-the-first-custodian-in-france-to-obtain-the-psan-registrationThu, 22 Jun 23 14:46:59 +00005 July 2023 - 11:00 (CET)Webinar Watch the replayhttps://www.caceis.com/es/eventos/debunking-the-myths-around-securities-lending-performance-regulation-opportunities-in-2023Thu, 22 Jun 23 14:21:00 +0000CACEIS Group's Financial Statements 2022https://www.caceis.com/es/media-room/publicaciones/financial-statements-2022Thu, 22 Jun 23 06:00:00 +000027-28 June 2023 – Grimaldi Forum, Monaco CACEIS is Diamond sponsor of the FundForum International 2023 event, the Europe's leading gathering for fund buyers, which takes place on June 27th-28thhttps://www.caceis.com/es/eventos/fundforum-international-2023Mon, 19 Jun 23 12:06:00 +0000CACEIS Regulatory Watch Newsletter/may-2023Fri, 16 Jun 23 06:30:00 +0000In a nutshell, biodiversity loss can create a material risk to the profitability of businesses. As a trustee of a small DC-trust based scheme, considering impacts like this are an important part of my fiduciary duty, much in the same way I’ve focused on the impact of ESG and climate risks on my scheme’s investments.https://www.caceis.com/es/en-la-prensa/boosting-biodiversityThu, 15 Jun 23 09:00:00 +0000CACEIS successfully completed a comprehensive migration of the operations of Kepler Cheuvreux in March 2023, onboarding their cash equity clearing & settlement activities while ensuring uninterrupted services for the clients. https://www.caceis.com/es/notas-de-prensa/caceis-handles-kepler-cheuvreuxs-clearing-settlement-activitiesThu, 15 Jun 23 07:40:00 +000029 junio 2023 - 9:30 am (CET) Palacio de la Bolsa de Madridhttps://www.caceis.com/es/eventos/ii-conferencia-post-contratacionTue, 13 Jun 23 10:01:32 +0000De Nederlandse pensioensector staat aan de vooravond van de grootste verandering in de afgelopen decennia. Verschillende factoren maakten een hervorming van het huidige Defined Benefit pensioenstelsel onvermijdelijk. Bij CACEIS wordt er nagedacht over onze rol in het nieuwe stelsel. https://www.caceis.com/es/actualidades/een-stap-naar-een-toekomstbestendig-pensioenstelselTue, 06 Jun 23 07:00:00 +0000At the PLSA Investment Conference in Edinburgh on 6 June, CACEIS, the securities services sustainable governance partner of choice, is launching a guide on biodiversity and nature risk, developed in partnership with the Zoological Society of London (ZSL). https://www.caceis.com/es/notas-de-prensa/caceis-launches-biodiversity-guide-in-collaboration-with-zoological-society-of-londonTue, 06 Jun 23 06:00:00 +0000S3 CACEIS quer ampliar a faixa de clientes do segmento de institucionais, que hoje respondem por cerca de 10% dos seus serviços na áreahttps://www.caceis.com/es/en-la-prensa/em-busca-de-institucionaisTue, 30 May 23 10:19:11 +000020-22 Junio de 2023 Lisboa, Portugalhttps://www.caceis.com/es/eventos/30a-conferencia-anual-de-isla-sobre-financiacion-de-valores-y-gestion-de-garantiasTue, 30 May 23 10:10:00 +00006-8 Junio Edinburgohttps://www.caceis.com/es/eventos/conferencia-de-inversion-plsa-2023Thu, 25 May 23 06:00:00 +0000El depositario es el guardián invisible pero crucial de los ahorros de los trabajadores en los fondos de pensiones, protegiendo sus intereses y asegurando la integridad y seguridad de sus inversioneshttps://www.caceis.com/es/en-la-prensa/el-depositario-en-los-planes-de-pensiones-un-actor-indispensable-que-aporta-valor-anadidoTue, 23 May 23 13:32:00 +00001-2 June 2023Nicehttps://www.caceis.com/es/eventos/cfo-forum-2023Mon, 22 May 23 08:55:35 +0000CACEIS’ Securities Finance desk takes a look at the current lending market, the hot topics that might drive change, and the opportunities this year for clients looking for extra performance.https://www.caceis.com/es/en-la-prensa/caceis-on-securities-lending-in-2023-so-far-so-very-goodMon, 22 May 23 08:04:33 +000020-22 June 2023Athenshttps://www.caceis.com/es/eventos/the-network-forum-annual-meeting-2023Wed, 17 May 23 08:44:00 +0000Todo lo que hacemos en nuestro trabajo diario abarca muchos elementos tanto de concienciación como de mitigación de riesgos. En CACEIS, esto se traduce en una sólida cultura del riesgo y en una especial atención a los procesos de gestión de riesgos. Es una prioridad clave para nosotros en todos los elementos de nuestro negocio, incluida la custodia.https://www.caceis.com/es/actualidades/por-que-es-importante-gestionar-el-riesgo-en-la-custodiaTue, 16 May 23 12:04:00 +0000CACEIS Regulatory Watch Newsletter/april-2023Tue, 16 May 23 06:30:00 +0000Pat Sharman y Matthew Ives esbozan algunas de las oportunidades y retos de los requisitos de divulgación de la sostenibilidad propuestos por el Reino Unidohttps://www.caceis.com/es/en-la-prensa/regulacion-de-la-financiacion-sostenibleFri, 12 May 23 06:00:00 +0000Los resultados de Crédit Agricole S.A. para el primer trimestre 2023 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-primer-trimestre-2023-estan-disponiblesWed, 10 May 23 06:00:00 +0000Los gestores de activos deben pasar del desarrollo tecnológico a la agregación de tecnologíashttps://www.caceis.com/es/en-la-prensa/aprovechar-la-tecnologia-para-los-clientes-mediante-asociaciones-eficientes-con-fintechsTue, 09 May 23 12:46:48 +0000CACEIS y Amundi anuncian la finalización de su acuerdo estratégico para acelerar el desarrollo de Fund Channel, la plataforma líder de distribución de fondos B2B.https://www.caceis.com/es/actualidades/caceis-y-amundi-anuncian-la-finalizacion-de-su-asociacion-estrategica-en-la-plataforma-de-distribucion-de-fondos-fund-channelTue, 02 May 23 08:00:00 +0000Funds Europe publicó un artículo sobre el plan piloto DLT, que trata de destacar la importancia de esta normativa para los gestores de activos, si este régimen transitorio ayudará a acelerar el desarrollo de la tokenización y cómo el proyecto de la ESMA puede funcionar con otras iniciativas similares.https://www.caceis.com/es/en-la-prensa/enfoque-del-reglamento-sobre-el-plan-piloto-dltFri, 28 Apr 23 08:00:00 +0000De pensioenmarkt is volop in beweging. Verschillende factoren maakten een hervorming van het huidige Defined Benefit pensioenstelsels onvermijdelijk. Met de Wtp is een belangrijke stap gezet naar een toekomstbestendig pensioenstelsel. De Nederlandse pensioensector staat aan de vooravond van de grootste verandering in de afgelopen decennia.https://www.caceis.com/es/actualidades/waarom-de-wtp-om-een-middenfunctie-vraagtWed, 26 Apr 23 14:03:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-72-april-2023Tue, 25 Apr 23 10:00:00 +0000A few weeks after taking up my duties as Chief Executive Officer, I would like to express how happy and honoured I am to be back here at CACEIS. Indeed, I know this Group well, having held various positions here for more than ten years, and I am very attached to it. I am impressed by the changes it has undergone and its broadened international scope, and appreciate all the progress made since its creation in 2005.https://www.caceis.com/es/actualidades/editorial-caceis-news-no-72-april-2023Tue, 25 Apr 23 06:00:00 +0000CACEIS is fully positioned to support its clients in a rapidly changing investment industry. More than 400 business development staff at the Group's 13 entities are dedicated to meeting the needs of their clients – both locally and internationally.https://www.caceis.com/es/actualidades/caceis-delivering-on-client-expectationsMon, 24 Apr 23 13:02:00 +0000The European pilot regime law entered into force on 23 March 2023. Its aim is to develop the market for financial securities on blockchain as part of an EU-wide experiment lasting three years, with the possibility of another three-year extension.https://www.caceis.com/es/actualidades/pilot-regime-for-the-acceleration-of-tokenised-financial-instruments-in-europeFri, 21 Apr 23 10:45:00 +0000As the general regulatory framework is strengthening, Know Your Customer (KYC) aspects have become a major issue for financial institutions. In order to ensure compliance and minimise client irritation, CACEIS is finalising the launch of a platform that will enable it to digitise identification document collection from clients and their investors, and thus streamline and improve the security of KYC dossier administration.https://www.caceis.com/es/actualidades/caceis-kyc360-platform-digitises-the-client-and-investor-identification-processWed, 19 Apr 23 12:00:00 +0000OLIS is the central access point for monitoring all information and reporting on the services provided by CACEIS. CACEIS teams are constantly working to improve the user experience and a new invoice management feature will be available soon.https://www.caceis.com/es/actualidades/caceis-further-digitises-the-client-experience-invoice-validation-via-olisWed, 19 Apr 23 11:21:00 +0000As part of its asset servicing activities, CACEIS opens more than 20,000 bank accounts each year for its clients. In order to improve efficiency and processing time, CACEIS is digitising the Account Management process.https://www.caceis.com/es/actualidades/caceis-further-digitises-the-client-experience-online-account-openingWed, 19 Apr 23 07:54:00 +0000CACEIS Regulatory Watch Newsletter/march-2023Tue, 18 Apr 23 06:30:00 +0000The 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.https://www.caceis.com/es/en-la-prensa/tnfd-the-challenging-and-critical-path-aheadMon, 17 Apr 23 09:30:43 +0000CACEIS 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.https://www.caceis.com/es/eventos/caceis-holds-sdr-roundtable-in-the-ukFri, 14 Apr 23 06:00:00 +0000CACEIS Market Solutions is a comprehensive, end-to-end service that covers a full range of assets and markets, and is integrated with the group’s full product range. It is an integral building block of our broader Execution-to-Custody model. Market Solutions brings together four business areas – Execution, Forex, Securities Finance, and Fund Execution – and our teams handle millions of orders each year for over a thousand clients with security, simplicity and efficiency central to their work.https://www.caceis.com/es/actualidades/caceis-market-solutions-a-fully-integrated-front-to-back-service-to-ensure-optimum-client-supportThu, 13 Apr 23 09:05:00 +0000Hoy en día se hace mucho hincapié en la experiencia del cliente: es una palabra de moda que se está extendiendo rápidamente por todo el sector. Pero a veces puede carecer de autenticidad.https://www.caceis.com/es/actualidades/la-importancia-de-asociarse-en-la-custodiaTue, 11 Apr 23 12:33:00 +0000Pese a los malos resultados de 2022, los ETF siguieron recibiendo entradas a lo largo del año, lo que demuestra su resistencia frente a otros productos de inversión. Este éxito puede incitar a los promotores de fondos a plantearse lanzar una estrategia de ETF si aún no lo han hecho. Sin embargo, pueden preguntarse por dónde empezar y qué se necesita.https://www.caceis.com/es/media-room/publicaciones/lanzamiento-de-su-propio-etf-cosas-a-tener-en-cuenta-y-estrategias-para-el-exitoFri, 07 Apr 23 09:11:00 +0000El Plan a Medio Plazo 2025 de CACEIS, anunciado el verano pasado, establece que "la Responsabilidad Social Corporativa (RSC) y los principios ESG deben estar plenamente integrados en toda la cadena de valor, en todos los sectores de actividad y a todos los niveles". Esta declaración política también alinea a CACEIS con el objetivo del grupo Crédit Agricole de cero emisiones netas de carbono para 2050.https://www.caceis.com/es/actualidades/la-estrategia-de-green-it-de-caceis-respalda-los-compromisos-de-rseThu, 06 Apr 23 14:26:00 +0000Desde sus pequeños comienzos a principios del milenio, los fondos cotizados en bolsa se han convertido en una parte consolidada del panorama de la inversión. Pero su evolución dista mucho de haber terminado. Desde los fondos temáticos, sobre todo en ESG, hasta un mercado emergente de ETF de gestión activa, el sector sigue creciendo e innovando, afirma Gilles Dubos, experto en ETF de CACEIS.https://www.caceis.com/es/en-la-prensa/los-proveedores-de-servicios-deben-seguir-el-ritmo-de-la-evolucion-de-los-etfWed, 05 Apr 23 06:00:00 +0000Como parte de una estrategia regional, La Fiduciaria cambia de marca en Colombia, tal y como ya había sucedido en México y Brasil.https://www.caceis.com/es/actualidades/santander-caceis-en-colombia-es-ahora-s3-caceisTue, 28 Mar 23 07:40:00 +0000Le spécialiste des services aux investisseurs CACEIS, dirigé depuis le 6 mars par Jean-Pierre Michalowski , a lancé à l’automne dernier la marketplace Connect Store, afin d’accélérer sa transformation numérique.https://www.caceis.com/es/en-la-prensa/caceis-multiplie-les-partenariats-avec-les-fintechsThu, 23 Mar 23 13:17:47 +0000Eliane Meziani, Senior Advisor for Public Affairs, shares her views on SFDRhttps://www.caceis.com/es/en-la-prensa/if-theres-one-regulation-to-watch-for-this-year-its-this-oneTue, 21 Mar 23 15:17:22 +000015 March 2023 - 8am-11amBostonhttps://www.caceis.com/es/eventos/irish-funds-boston-breakfast-seminarMon, 06 Mar 23 14:21:05 +0000CACEIS, one of largest asset servicing groups in Europe, is delighted to announce a new partnership with Investlinx Investment Management to provide Depositary, Custody, Fund Administration & Execution services for Investlinx ICAV, a recently-launched Irish UCITS ETF.https://www.caceis.com/es/notas-de-prensa/caceis-selected-as-servicing-partner-for-new-investlinx-icav-ucits-etfTue, 28 Feb 23 08:40:00 +0000CACEIS Regulatory Watch Newsletter/january-2023Tue, 28 Feb 23 07:30:00 +00007 marzo - 10 am (CET)Online event SFDR - Best practices para cumplir con la regulación vigente e integrarla en la estrategia ESGhttps://www.caceis.com/es/eventos/una-mirada-practica-al-sfdrFri, 24 Feb 23 11:56:01 +0000Su función es clave para garantizar que estos productos de ahorro a largo plazo con carácter finalista son eficientes, transparentes y seguros para los inversores tanto en el caso de los planes de empleo, como en el de los del sistema individual y en el de los nuevos fondos de pensiones de promoción publica.https://www.caceis.com/es/en-la-prensa/el-papel-de-los-depositarios-en-las-pensionesTue, 21 Feb 23 10:14:00 +0000CACEIS, a leading European asset servicing player, and Heavenize, a fintech specialising in front-office software, announced a partnership to offer OSMOZE, a decision-making dashboard for all asset classes, to management companies and institutional investor clients.https://www.caceis.com/es/notas-de-prensa/caceis-adds-osmoze-a-front-office-supervisory-and-decision-making-tool-to-its-connect-storeMon, 13 Feb 23 08:40:00 +0000In January 2023, Germany-based fintech SideCaps launched a block trade platform for listed SME secondary-line stocks. The platform is designed to create an essential liquidity pool for German SME block trades. With secure and transparent trading access to listed secondary-line stocks and unique vertical integration with XETRA and Eurex CCP, SideCaps provides optimum counterparty risk management and ideal settlement discipline.https://www.caceis.com/es/notas-de-prensa/caceis-handles-clearing-and-settlement-for-sidecaps-sme-secondary-line-stocks-matching-platformThu, 09 Feb 23 11:00:00 +0000Los resultados de Crédit Agricole S.A. para el cuarto trimestre y el conjunto del año 2022 están disponibleshttps://www.caceis.com/es/actualidades/los-resultados-de-credit-agricole-sa-para-el-cuarto-trimestre-y-anuales-2022-estan-disponiblesThu, 09 Feb 23 07:00:00 +0000Today, CACEIS announced that it has bolstered its ETF solution through a new partnership with ETF index and data specialist, ULTUMUS, to be its Portfolio Composition File (PCF) solution provider.https://www.caceis.com/es/notas-de-prensa/caceis-strengthens-its-client-first-etf-capabilities-by-selecting-ultumusThu, 02 Feb 23 08:40:00 +000014 February 2023 - 11:00 (CET)Webinar Watch the replay!https://www.caceis.com/es/eventos/manage-your-multi-asset-class-portfolios-with-osmozeFri, 27 Jan 23 15:21:00 +0000El private equity ha crecido exponencialmente en los últimos años en Europa pese a haber sufrido la volatidad de los mercados, por lo que se trata de un segmento con gran futuro en el que la clave es contar con el asesoramiento de un equipo con trayectoria y presencia internacional. Así lo indicaron profesionales del sector en un encuentro sobre capital riesgo organizado por Crédit Agricole CIB y CACEIS.https://www.caceis.com/es/en-la-prensa/el-mercado-de-private-equity-clave-para-obtener-rendimientos-descorrelacionadosWed, 25 Jan 23 14:54:47 +0000CACEIS Regulatory Watch Newsletter/december-2022Tue, 24 Jan 23 07:30:00 +0000In this guest article for Global Custodian, Pat Sharman, managing director, UK at CACEIS explains why the right diversity matters.https://www.caceis.com/es/en-la-prensa/we-have-to-get-comfortable-feeling-uncomfortableMon, 23 Jan 23 13:09:26 +0000The Board of Directors of CACEIS held the 18th of January 2023 has appointed Jean-Pierre Michalowski as Chief Executive Officer as of 6th March 2023. He will become a member of Crédit Agricole S.A. Management Committee. Jean-Pierre Michalowski takes over from Jean-François Abadie who announced that he would retire.https://www.caceis.com/es/notas-de-prensa/jean-pierre-michalowski-is-appointed-ceo-of-caceisThu, 19 Jan 23 07:00:00 +0000For 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.https://www.caceis.com/es/actualidades/a-new-biodiversity-framework-at-cop-15-amounts-to-the-largest-land-and-ocean-conservation-commitment-in-historyFri, 13 Jan 23 09:36:24 +0000The 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.https://www.caceis.com/es/actualidades/a-gold-standard-the-uks-proposed-sustainable-disclosure-regulationThu, 12 Jan 23 08:00:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-71-january-2023Wed, 11 Jan 23 11:00:00 +00002022 was clearly an exceptional year for CACEIS. In our rapidly changing industry where investment is vital for overcoming regulatory, digital and environmental challenges, CACEIS demonstrated a responsive, innovative approach to preparing for the future and meeting our clients’ needs. We continued to transform our Group, broadening its scope and adopting the ambitious ‘Medium-Term Plan 2025’.https://www.caceis.com/es/actualidades/editorial-caceis-news-no-71-january-2023Wed, 11 Jan 23 08:30:00 +0000Uptevia was created on 1st January 2023 in response to the shared desire of CACEIS and BNP Paribas to offer a specialised, enhanced and scalable range of services, as well as cutting-edge technological solutions, for corporate clients in France.https://www.caceis.com/es/actualidades/with-uptevia-caceis-and-bnp-paribas-are-putting-into-practice-their-plan-to-create-a-leader-in-issuer-servicesWed, 11 Jan 23 07:00:00 +0000¿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.https://www.caceis.com/es/actualidades/caceis-lanza-plataforma-global-esg-para-clientesTue, 10 Jan 23 15:00:00 +0000Uptevia, a joint venture owned equally by CACEIS and BNP Paribas, combining both banks’ issuer services divisions, was founded on 1 January 2023. Uptevia aims to be a leading specialist in issuer services in France and eventually across Europe.https://www.caceis.com/es/notas-de-prensa/bnp-paribas-and-caceis-create-uptevia-a-new-specialist-provider-of-issuer-servicesTue, 10 Jan 23 07:30:00 +0000El 17 de octubre, CACEIS y Royal Bank of Canada (RBC) anunciaron la firma de un memorándum de acuerdo para la adquisición por CACEIS del negocio europeo de gestión de activos de RBC Investor Services. Esta operación, que está sujeta a todas las autorizaciones reglamentarias y antimonopolio habituales, permitirá a CACEIS consolidar su posición de primer grupo de servicios de activos en Europa con alcance mundial.https://www.caceis.com/es/actualidades/caceis-y-rbc-investor-services-joe-saliba-habla-de-lo-que-esta-en-juego-en-la-adquisicionFri, 06 Jan 23 08:25:00 +0000Sustainable 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.https://www.caceis.com/es/actualidades/level-2-sfdr-measures-strengthen-requirements-vis-a-vis-investorsThu, 05 Jan 23 15:03:00 +0000CACEIS has launched Connect Store, a key element in our digital transformation strategy that is designed to bring a multitude of benefits for clients. Accessible via the client portal Olis, the Connect Store is a marketplace that will bring together a range of front-running digital solutions via partnerships with a broad selection of best-of-breed companies.https://www.caceis.com/es/actualidades/caceis-connect-store-a-platform-to-connect-clients-with-market-leading-fintechs-0Wed, 04 Jan 23 09:06:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-70-october-2022Mon, 10 Oct 22 10:00:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-69-july-2022Thu, 07 Jul 22 06:00:00 +0000CACEIS Group's Financial Statements 2021https://www.caceis.com/es/media-room/publicaciones/financial-statements-2021Mon, 27 Jun 22 06:00:00 +0000In 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.https://www.caceis.com/es/media-room/publicaciones/governance-and-the-climate-risk-dilemmaWed, 15 Jun 22 12:03:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-68-april-2022Wed, 20 Apr 22 09:00:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-67-january-2022Mon, 24 Jan 22 10:00:00 +0000CACEIS has prepared this information document to help its clients meet the challenges ahead. The aim is to provide insight into ESG as a whole and examine how it relates to securities lending.https://www.caceis.com/es/media-room/publicaciones/securities-lending-compatible-with-esg-principlesWed, 03 Nov 21 09:46:17 +0000Climate 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.https://www.caceis.com/es/media-room/publicaciones/climate-and-esg-time-for-actionTue, 26 Oct 21 12:03:15 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-66-september-2021Thu, 30 Sep 21 06:00:00 +0000CACEIS Group's Financial Statements 2020https://www.caceis.com/es/media-room/publicaciones/financial-statements-2020Wed, 30 Jun 21 06:00:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-65-june-2021Tue, 22 Jun 21 06:00:00 +0000In this survey, Funds Europe, in partnership with CACEIS, examines where priorities lie for asset managers in crafting their product strategies and fund governance for a world after Covid-19. We examine the growing importance of ESG and climate change factors in shaping investment strategies and investor preferences. We also explore steps to promote diversity and inclusion in the funds industry.https://www.caceis.com/es/media-room/publicaciones/strategic-choices-for-asset-management-in-2021Wed, 28 Apr 21 12:56:42 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-64-april-2021Wed, 31 Mar 21 11:00:00 +0000The Asset Servicing Journalhttps://www.caceis.com/es/media-room/publicaciones/caceis-news-no-63-january-2021Thu, 14 Jan 21 07:00:00 +0000The who’s who and what’s what of ESGhttps://www.caceis.com/es/media-room/publicaciones/caceis-and-local-government-pension-schemes-part-4Tue, 15 Dec 20 18:46:27 +0000In this section of our guide, we will be examining why LGPS board and committee members need to be both aware of and concerned about climate change. The way schemes approach the issue is likely to have a long-term impact on the benefits paid to members. By understanding why climate change is – and will continue to be – such a dominant force in managing pension assets, those overseeing portfolios must strengthen their fiduciary duty and improve member outcomes.https://www.caceis.com/es/media-room/publicaciones/caceis-and-local-government-pension-schemes-part-3Tue, 15 Dec 20 18:06:03 +0000This chapter of our ESG guide illustrates the wide range of approaches asset managers take to sustainable investing, along with some of their commonly used terminology. We have designed it to help you understand the landscape and facilitate stronger dialogue with your existing and potential providers.https://www.caceis.com/es/media-room/publicaciones/caceis-and-local-government-pension-schemes-part-2Tue, 15 Dec 20 17:59:36 +0000Local Government Pension Schemes are taking a leading and proactive role towards responsible investment, but as the landscape is constantly evolving, these approaches need to be flexible to remain relevant.https://www.caceis.com/es/media-room/publicaciones/caceis-and-local-government-pension-schemes-part-1Tue, 15 Dec 20 15:36:08 +0000Transforming tomorrow: Rising to the new normal of ESG and Climate change factors and riskshttps://www.caceis.com/es/media-room/publicaciones/taking-action-on-esg-and-climate-changeTue, 01 Dec 20 14:14:08 +0000CACEIS Group's Financial Statements 2019https://www.caceis.com/es/media-room/publicaciones/financial-statements-2019Wed, 15 Jul 20 06:00:00 +0000Fund governance encompasses many issues including boardroom effectivity and outsourcing, and it has numerous touchpoints within ESG. This report visits many of these issues.https://www.caceis.com/es/media-room/publicaciones/fund-governanceTue, 07 Jul 20 15:10:00 +0000CACEIS Group's Financial Statements 2018https://www.caceis.com/es/media-room/publicaciones/financial-statements-2018Wed, 31 Jul 19 06:00:00 +0000A Funds Europe survey in partnership with CACEIShttps://www.caceis.com/es/media-room/publicaciones/analyse-that-how-ai-will-transform-investmentThu, 28 Mar 19 10:47:00 +0000CACEIS Group's Financial Report 2017https://www.caceis.com/es/media-room/publicaciones/financial-report-2017Wed, 11 Jul 18 12:04:00 +0000From consolidation to cryptocurrencies and beyond - A Funds Europe survey in partnership with CACEIShttps://www.caceis.com/es/media-room/publicaciones/the-changing-face-of-the-funds-industryWed, 28 Mar 18 09:47:30 +0000L’actualité des services aux émetteurshttps://www.caceis.com/es/media-room/publicaciones/caceis-emetteurs-n15-mars-2018Mon, 19 Mar 18 09:17:00 +0000CACEIS Group's Financial Report 2016https://www.caceis.com/es/media-room/publicaciones/financial-report-2016Mon, 03 Jul 17 12:04:00 +0000A practical guide - 2016 (in French) - The purpose of this guide is to clarify the knowledge of the specificities of FCPRs.https://www.caceis.com/es/media-room/publicaciones/fonds-de-capital-investissementMon, 19 Dec 16 09:20:22 +0000An EDHEC-Risk Institute Publicationhttps://www.caceis.com/es/media-room/publicaciones/multi-dimensional-risk-and-performance-analysis-for-equity-portfoliosTue, 22 Nov 16 09:22:00 +0000Asset Management in the Social Era. For this report, we have analysed the current state of asset management's use of social media.https://www.caceis.com/es/media-room/publicaciones/social-media-studies-2016Mon, 06 Jun 16 08:58:00 +0000Fund distribution is at a turning point. Although the status quo of the industry has been in a state of continuous metamorphosis for some time, the latest regulatory agenda, a profound shift in the investor base, and recent technological developments are accelerating the pace of change.https://www.caceis.com/es/media-room/publicaciones/fund-distributionMon, 01 Jun 15 09:06:00 +0000CACEIS is pleased to introduce OLIS, an interface optimised for mobile usage, providing you with a non-stop access to all the Group's activities across all locations.https://www.caceis.com/es/media-room/publicaciones/olisMon, 04 May 15 12:13:00 +0000An EDHEC-Risk Institute Publicationhttps://www.caceis.com/es/media-room/publicaciones/accounting-for-geographic-exposure-in-performanceMon, 02 Mar 15 16:25:00 +0000Les organismes de placement collectif immobilier (OPCI) sont des véhicules d'épargne collective. Les OPCI sont des fonds d'investissement alternatifs (FIA) qui relèvent de la directive 2011/61/UE du Parlement européen et du Conseil du 8 juin 2011.https://www.caceis.com/es/media-room/publicaciones/guide-opciMon, 02 Mar 15 10:18:00 +0000Ces ratios s'appliquent aux différentes catégories d'OPC avec des contraintes plus ou moins souples en fonction...https://www.caceis.com/es/media-room/publicaciones/reglementation-prudentielle-des-opcMon, 07 Jul 14 09:29:00 +0000Several notable changes are disrupting the Financial services industry as it recovers from crisis and regains its footing: banks are facing increasingly lending constraints while demand for financing is on the rise, which is causing gaps to form in areas of the economy that lack funding, assets in pension funds and SWFs are growing as clients seek out long-term investments, and younger investors are embracing digital solutions.https://www.caceis.com/es/media-room/publicaciones/asset-management-moves-into-the-spotlightMon, 02 Jun 14 09:20:00 +0000L'actualité des services aux émetteurshttps://www.caceis.com/es/media-room/publicaciones/n8-juin-2014Mon, 02 Jun 14 08:50:00 +0000Within the framework of research on the topic of a better grasp of non-financial risks, which has been conducted over the last three years thanks to sponsorship from CACEIS, EDHEC-Risk Institute would like to summarise its findings and conclusions in a series of proposals targeting not only European regulators, but also fund management professionals and investors.https://www.caceis.com/es/media-room/publicaciones/better-management-of-non-financial-risksMon, 03 Dec 12 13:48:00 +0000Les fonds communs de placement à risques (FCPR) répondent à la définition d’Organismes de Placement Collectif en...https://www.caceis.com/es/media-room/publicaciones/fonds-communs-de-placement-a-risquesMon, 05 Nov 12 10:42:00 +0000This survey has been conducted within the research chair "Risk and Regulation in the European Fund Management Industry" sponsored by CACEIS, following a study of called “The European Fund Management Industry Needs a Better Grasp of Non-financial Risks” (Amenc and Sender, 2010).https://www.caceis.com/es/media-room/publicaciones/shedding-light-on-non-financial-risksMon, 02 Jan 12 13:53:00 +0000This report présents the findings of our research and analysis over the past six months, including in-depth interviews with several senior executiveshttps://www.caceis.com/es/media-room/publicaciones/rethinking-distribution-new-fund-distributionMon, 06 Jun 11 09:31:00 +0000UCITS have become both a European standard and a respected global brand. The number of UCITS launched continues...https://www.caceis.com/es/media-room/publicaciones/cross-border-distribution-of-ucitsMon, 02 May 11 09:32:00 +0000In this publication we look at how nonfinancial risks and failures have impacted the regulatory agenda in Europe and trace the management of liquidity, counterparty, compliance, misinformation, and other financial risks in the fund industry.https://www.caceis.com/es/media-room/publicaciones/a-better-grasp-of-non-financial-risksMon, 06 Dec 10 13:57:00 +0000