📅 – Building 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…
📅 – Evolution 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…
📅 – The 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…
📅 – 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.
📅 – 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.
📅 – Parfois 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.
📅 – The 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…
📅 – The 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…
📅 – 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.…
📅 – The 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…
📅 – 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…
📅 – Since 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…
📅 – CACEIS 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…
This 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.
📅 – This 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.
📅 – Amundi, 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…
📅 – At 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.
📅 – These 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…
📅 – Face 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…
📅 – In 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…
📅 – This 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…
📅 – This 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.
📅 – Private 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…
📅 – CACEIS ist seit Juli 2025 voll in Crédit Agricole integriert – und zielt auf die Marktführerschaft bei den Wertpapierverwahrern in Europa: mit Skalierung, Datenkompetenz und KI.
📅 – European 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…
📅 – CACEIS 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…
📅 – François 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…
📅 – The CNP Assurances group, a major player in personal and property insurance in France, Europe and Brazil, has been a client of CACEIS since its creation in 2005. To mark our 20th anniversary, we asked…
📅 – This 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.
📅 – Amid 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…
📅 – As 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…
📅 – In 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…
📅 – Le 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…
📅 – Following 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%…
📅 – Un 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…
📅 – CACEIS, 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…
📅 – CACEIS 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…
📅 – Three 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 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…
📅 – Pension 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…
📅 – Eamonn 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…
📅 – 23-25 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-25th
📅 – Matthew Ives summarises the recent roundtable held with asset managers, ACDs and consultants on the UK’s Sustainability Disclosure Requirements (SDR)
📅 – Como 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…
📅 – The 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…
📅 – Les partenaires souhaitent faire de Registraccess la plateforme de place incontournable pour l’échange d’information sécurisée sur les sociétés non cotées.
📅 – 20 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…
📅 – In 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’…
📅 – CACEIS, 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…
📅 – In 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…
📅 – The 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…
📅 – CACEIS 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…
📅 – Directrice 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…
📅 – In 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…
📅 – Dutch cooperative insurer, Nh1816 Verzekeringen has awarded a comprehensive servicing mandate to leading European asset servicing group, CACEIS. CACEIS will provide custody, administration,…
📅 – Digital 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…
📅 – On 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…
📅 – Faced 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…
📅 – As 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…
📅 – Our 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.
📅 – In 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…
📅 – The 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.
📅 – Crédit 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…
📅 – In einer vielschichtigen Diskussion auf dem CACEIS Institutionelle Investoren Forum beleuchteten Experten aus der Energiebranche, dem Finanzwesen und der Beratung mit dem Fokus Pensionsindustrie die…
📅 – The 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…
📅 – CACEIS 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…
📅 – La 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…
📅 – In 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…
📅 – CACEIS 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.
📅 – Last 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…
📅 – One 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…
📅 – Europe’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…
📅 – CACEIS 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.
📅 – CACEIS 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…
📅 – With 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…
📅 – CACEIS 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.
📅 – En 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…
📅 – European Sustainable Development Week provides an opportunity for CACEIS to confirm the group’s environmental, social and governance priorities and commitments.
📅 – CACEIS 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…
📅 – In 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…
📅 – Exchange 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…
📅 – In 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…
📅 – Our 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,…
📅 – Cet 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.…
📅 – Dado 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…
📅 – Arnaud Misset – Chief Digital Officer at CACEIS looks at the use of AI in the asset servicing industry covering AI hype and fears to operational efficiency and staff considerations. This exciting new…
📅 – CACEIS, 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…
📅 – Over 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…
📅 – CACEIS is the first European asset servicing group to set up a Digital Assets business line. The activities run on a secure IT infrastructure, delivering digital asset custody services as a Digital…
📅 – As 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…
📅 – In 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…
📅 – CACEIS 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,…
📅 – The 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…
📅 – As 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…
📅 – 24-26 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-26th
📅 – In 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…
📅 – Since 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…
📅 – CACEIS is a major player in asset servicing in Europe, and is taking steps to strengthen its digital strategy by establishing a Digital Assets business line to meet growing demand from investment…
📅 – Arnaud 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.
📅 – CACEIS, 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…
📅 – Interview 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…
📅 – A 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…
📅 – For International Women's Day (IWD), I am proud to present this issue of the CACEIS News which shines the spotlight on women of CACEIS who are making their mark on the Asset Servicing business.
📅 – 2023 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…
📅 – CACEIS 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.
📅 – CACEIS’ 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.
📅 – Global 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…
📅 – Estelle 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…
📅 – CACEIS 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…
📅 – Corporate 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…
📅 – CACEIS 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.
📅 – In 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…
📅 – Following 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…
📅 – 2023 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…
📅 – Integrating 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…
📅 – As 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…
📅 – In 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…
📅 – In 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.…
📅 – CACEIS' 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…
📅 – Every year, CACEIS creates around 2,000 funds for clients, and to boost the speed and efficiency, CACEIS is further automating the fund onboarding process.
📅 – Joe 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…
📅 – CACEIS’ 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…
📅 – For CACEIS, partnership is simply about making sure we are always attentive to the needs of our clients, taking standard services like custody that already address their needs, and finding proactive…
📅 – As 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.
📅 – CACEIS 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…
📅 – Luxembourg’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…
📅 – Arnaud 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.
The 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…
📅 – HV Capital, a prominent early-stage and growth investor in Europe, has recently added an additional four private equity structures to the portfolio under depository at CACEIS Germany.
📅 – Congratulations 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…
📅 – Los 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…
📅 – CACEIS UK is “LGPS service Provider of the Year” at the LAPF Investment Awards 2023, a testimony to the success of the actions undertaken this year by Pat Sharman, James Parish and their teams.
📅 – The Luxembourg branch of CACEIS is one of the asset servicing banking group's operational hubs for Europe, in a country that has become an important international financial centre.
📅 – Eine 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…
📅 – Since acquiring RBC's European asset servicing activities on 1st July, CACEIS has a representative office in New York. The representative office’s staff support North American asset management firms…
📅 – 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 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…
📅 – CACEIS 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…
📅 – Following 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…
📅 – At 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…
📅 – The 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…
📅 – As 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…
📅 – Arnaud 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…
📅 – Consistency 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…
📅 – 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…
📅 – The 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…
📅 – 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…
📅 – Ardian, 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.
📅 – Today 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…
📅 – Arnaud 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.…
📅 – Blue 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…
📅 – CACEIS 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…
📅 – 27-28 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-28th
📅 – 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…
📅 – CACEIS successfully completed a comprehensive migration of the operations of Kepler Cheuvreux in March 2023, onboarding their cash equity clearing & settlement activities while ensuring uninterrupted…
📅 – De 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…
📅 – 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…
📅 – El 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 inversiones
📅 – CACEIS’ 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.
📅 – Everything we do in our day to day work encompasses many elements of both risk awareness and risk mitigation. At CACEIS, this translates into a robust risk culture and a focus on strong risk…
📅 – CACEIS and Amundi announce the completion of their strategic agreement to accelerate the development of Fund Channel, the leading B2B fund distribution platform.
📅 – Funds Europe published an article on the DLT pilot scheme, which seeks to highlight the importance of this regulation for asset managers, whether this transitional regime will help to accelerate the…
📅 – De 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…
📅 – A 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…
📅 – CACEIS 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…
📅 – The 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…
📅 – As 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…
📅 – OLIS 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…
📅 – As 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…
📅 – 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…
📅 – 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 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…
📅 – Today threre is a lot of emphasis placed on client experience – it’s a buzzword that’s quickly forming across the industry. But it can sometimes lack authenticity.
📅 – Despite the poor performance in 2022, ETFs continued to receive inflows throughout the year, showcasing their resilience compared to other investment products. This success may prompt fund promoters…
📅 – Corporate Social Responsibility (CSR) and ESG principles must be fully integrated throughout the value chain, in all sectors of activity and at all levels": this is the commitment made by CACEIS in…
📅 – From small beginnings at the turn of the millenium, Exchange-traded funds have become an established part of the investment landscape. But their evolution is far from over. From thematic funds, most…
📅 – Le 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…
📅 – CACEIS, 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 &…
📅 – Su 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…
📅 – CACEIS, 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…
📅 – In 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…
📅 – Today, 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.
📅 – El 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…
📅 – The 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.…
📅 – 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…
📅 – 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…
📅 – 2022 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…
📅 – Uptevia 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…
📅 – Can our asset management and pension scheme clients confidently assess ESG and climate risks, as well as meet regulatory reporting requirements? Their expectations in this area are wide-ranging and…
📅 – Uptevia, 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…
📅 – On 17th October, CACEIS and Royal Bank of Canada (RBC) announced they had signed a memorandum of understanding for the acquisition by CACEIS of the European asset servicing business of RBC Investor…
📅 – Sustainable finance is a major priority for lawmakers, and the Sustainable Finance Disclosure Regulation (SFDR), which entered into effect in March 2021, is a key concern for asset managers. New Level…
📅 – CACEIS 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…
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…
CACEIS 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.
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…
In 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…
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…
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…
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…
Fund governance encompasses many issues including boardroom effectivity and outsourcing, and it has numerous touchpoints within ESG. This report visits many of these issues.
Fund 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…
CACEIS 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.
Les 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…
Several 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…
Within 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…
This 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…
In 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…
