CACEIS

A 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.

Building on its long-standing middle office expertise, CACEIS is enhancing its Front-to-Back servicing model with ATLAS.

Under the new mandate, CACEIS will provide custody, depositary and fund administration services, along with a range of reporting and additional fund-related services. CACEIS‘s integrated front-to-back solution streamlines all operational aspects of investment portfolio processing including reporting. These services will enable Triodos Investment Management to focus on its core area of expertise as an impact investor, generating benefits for society, alongside a financial return.

CACEIS 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.

On 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.