CACEIS and Triodos Investment Management strengthen partnership with new servicing mandate for Dutch Article 9 funds
Triodos 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.
Für den investor muss am ende natürlich auch die rendite passen
Die Credit Agricole hat im Juni 2025 die Übernahme der Caceis Bank abgeschlossen.
CACEIS Pensions Centre : la réponse aux défis des fonds de pension
Les fonds de pension et les grands gestionnaires d’actifs font face à une pression croissante à l’échelle mondiale. Ils doivent non seulement générer des rendements supérieurs, mais aussi investir de manière responsable, fournir des rapports plus dét...
SDR roundtable: Evidence based standards, good data and training are key
Matthew Ives summarises the recent roundtable held with asset managers, ACDs and consultants on the UK’s Sustainability Disclosure Requirements (SDR)
De nouvelles règles sur le nom des fonds durables entrent en vigueur prochainement
Ces dernières années, de nombreux gérants d’actifs ont lancé des produits d’investissement durable, ou portefeuilles, destinés aux investisseurs qui, non seulement recherchent un rendement financier, mais également souhaitent tenir compte de considér...
RSE : Construire ensemble un avenir durable
Les Semaines européennes du développement durable sont l’occasion de rappeler les engagements et priorités de CACEIS en matière de responsabilité sociétale et environnementale.
FundForum International 2024
24-26 June 2024 – Grimaldi Forum, MonacoCACEIS is Diamond sponsor of the FundForum International 2024 event, the Europe's leading gathering for fund buyers, which takes place on June 24th-26th
Les défis et enjeux de la stratégie RSE de CACEIS
La démarche RSE (Responsabilité Sociétale des Entreprises) est un élément essentiel de la stratégie d’entreprise de CACEIS pour ses collaborateurs, ses clients et ses actionnaires. Elle s’inscrit pleinement dans le projet sociétal du groupe Crédit Ag...
Une année 2023 riche en récompenses pour CACEIS
L’une des priorités des équipes de CACEIS est d’être toujours attentif aux besoins des clients et de les accompagner dans une démarche proactive et de co-construction. De cette ligne de conduite résulte une forte reconnaissance du marché en 2023 avec...
Reporting et analyse risques ESG : quoi de neuf ?
28 Novembre 2023 - 09h30-10h30 (CET)
Webinar Regardez le replay
What's the route to Net Zero?
Never has it been more apparent that we, as a financial services industry, need to take a bigger leadership role in helping society and contribute to mitigating climate and biodiversity risk.
CACEIS enrichit son offre de reporting durable ESG & Climat
La réglementation européenne SFDR -Sustainable Finance Disclosure Regulation- a défini des règles pour la classification des investissements et l’établissement de standard de reporting en matière de durabilité. Dans cet environnement réglementaire en...
Evolution or revolution? ESG and climate data for pension schemes
Pension 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 evoluti...
Pension schemes need to solve for many different challenges
Wouter Peters, Global Head of The CACEIS Pensions Centre, provides his perspective on how pension schemes can think ahead.
Understanding your sustainability risks: Nature and biodiversity loss
According 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...
FundForum International 2023
27-28 June 2023 – Grimaldi Forum, MonacoCACEIS is Diamond sponsor of the FundForum International 2023 event, the Europe's leading gathering for fund buyers, which takes place on June 27th-28th
Boosting Biodiversity
In 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...
CACEIS launches Biodiversity Guide in collaboration with Zoological Society of London
At 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 (...
TNFD: The challenging and critical path ahead
The publication of the final draft of the Task Force for Nature Related Disclosures (TNFD) brings us closer to the challenges of managing nature-related risks, but also presents multiple challenges for asset managers and owners, writes Scott Foster, ...
CACEIS holds SDR roundtable in the UK
CACEIS recently held a roundtable with asset managers and host ACDs, hosted by Pat Sharman, to discuss the UK’s Sustainability Disclosure Requirements. You can read our summary here.
CACEIS aligne sa stratégie du Numérique Responsable avec ses engagements RSE
« La Responsabilité Sociétale et Environnementale (RSE) et les principes ESG doivent être pleinement intégrés dans l’ensemble de la chaîne de valeur, dans tous les secteurs d'activité et à tous les niveaux » : tel est l’engagement de CACEIS dans son ...
If there’s one regulation to watch for this year, it’s this one
Eliane Meziani, Senior Advisor for Public Affairs, shares her views on SFDR
Una mirada práctica al SFDR
7 marzo - 10 am (CET)
Online eventSFDR - Best practices para cumplir con la regulación vigente e integrarla en la estrategia ESG
A new biodiversity framework at COP 15 amounts to the largest land and ocean conservation commitment in history
For the last couple of years, my team and I at CACEIS, have been focused on making climate change an important topic of consideration for pension schemes and asset managers by delivering insight through initiatives such as my podcast series, The Clim...
A gold standard? The UK’s proposed Sustainable Disclosure Regulation
The UK has ambitions to be a world leader in Green Finance. This includes how sustainable investment funds should be presented to consumers based on their sustainability characteristics. One of the stated objectives in this area is the importance of ...
CACEIS accompagne ses clients avec une solution ESG globale
Les gérants d'actifs et les fonds de pension peuvent-ils évaluer en toute confiance les risques ESG et climatiques, et répondre aux exigences réglementaires en matière de reporting ? CACEIS peut les aider à répondre à ces enjeux avec une gamme de sol...
Les mesures de niveau 2 du règlement SFDR renforcent les exigences vis-à-vis des investisseurs
L’enjeu de la finance durable est au cœur des préoccupations de nos législateurs et le règlement SFDR entré en application en mars 2021 constitue à ce titre un enjeu de taille pour les gestionnaires d’actifs. De nouvelles normes techniques de niveau ...
Governance and the climate risk dilemma
In this survey, Funds Europe, in partnership with CACEIS, examine the extent to which fund boards and asset managers are incorporating climate risk factors into their internal governance, investment risk management and their product design and develo...
Prêt de titres - Activité compatible avec les principes ESG
Proposant des programmes de prêt de titres adaptés aux exigences de ses clients et les accompagnant pour les aider à affronter les défis auxquels ils font face, CACEIS a ainsi élaboré ce document informatif, qui a pour objectif de donner quelques clé...
Climate and ESG: Time for action
Climate change is the key issue of our time. Climate change risks know no boundaries and will impact pension schemes of all shapes and sizes. As an independent sustainable governance partner to asset managers and pension schemes, we place importance ...
CACEIS and local government pension schemes - Part 3
In 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 membe...
CACEIS and local government pension schemes - Part 2
This 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 ...
CACEIS and local government pension schemes - Part 1
Local 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.
Taking action on ESG and climate change
Transforming tomorrow: Rising to the new normal of ESG and Climate change factors and risks
Fund Governance
Fund governance encompasses many issues including boardroom effectivity and outsourcing, and it has numerous touchpoints within ESG. This report visits many of these issues.