CACEIS News
CACEIS News No. 71 - January 2023
The Asset Servicing Journal
- Editorial
- CACEIS and RBC Investor Services: Joe Saliba discusses the stakes in the acquisition
- With Uptevia, CACEIS and BNP Paribas are putting into practice their plan to create a leader in Issuer Services
- CACEIS launches global ESG platform for clients
- CACEIS hosts Clarity AI on its Connect Store
- CACEIS Connect Store: a platform to connect clients with market-leading Fintechs
- CACEIS adds Sismo’s analysis and investment decision-making support tool to its Connect Store
- Level 2 SFDR measures strengthen requirements vis-à-vis investors
All issues from category CACEIS News
Reference Papers
Inzicht door overzicht
Regie in Pensioenuitvoering
Rapport van de Expertgroep Ketenchallenge
ONDERZOEKSVRAAG
De Expertgroep Ketenchallenge wil de volgende onderzoeksvraag beantwoorden:
Wat is nodig om het pensioenfonds in staat te stellen om samen met zijn ketenpartners financiële resultaten toe te rekenen aan individuele pensioendeelnemers, in overeenstemming met de eisen die voortvloeien uit de Wtp?
Het pensioenfonds en zijn ketenpartners zijn bepaald geen vreemden voor elkaar. Toch kan er sprake zijn van communicatieruis en dreigen er misverstanden. De Expertgroep wil bijdragen aan eensluidende terminologie om spraakverwarring tegen te gaan. Als de partijen in de pensioenketen samenwerken dan vergen IT-systemen dat de terminologie eenduidig is; computers kunnen slecht overweg met vaagheid.
All issues from category Reference Papers
Corporate
Corporate Brochure 2022
Wereldwijde Asset Service-Partner
CACEIS is de asset servicing-bankgroep die gespecialiseerd is in post trade-diensten voor alle vermogenscategorieën. Met een solide IT-infrastructuur leveren wij diensten op het gebied van uitvoering, clearing, bewaarneming en waardering van activa op markten overal ter wereld ten behoeve van institutionele beleggers, global custodians, verzekeringsmaatschappijen, vermogensbeheerders, pensioenfondsen, private equity-fondsen, banken, brokers en zakelijke klanten.
All issues from category CORPORATE
RegWatch
January 2023
CACEIS Regulatory Watch Newsletter
EUROPEAN UNION
- ANTI-MONEY LAUNDERING / COMBATING THE FINANCING OF TERRORISM (AML / CFT)
- BANKING UNION
- BENCHMARKS REGULATION (BMR)
- DIGITAL EURO
- DIRECTIVE ON THE DISTANCE MARKETING OF FINANCIAL SERIVCES
- EUROPEAN SINGLE ACCESS POINT FOR FINANCIAL AND NON-FINANCIAL INFORMATION (ESAP)
- FINANCIAL SUPERVISION
- MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE AND REGULATION (MIFID II / MIFIR)
- SUSTAINABLE FINANCE / GREEN FINANCE
FRANCE
- ANTI-MONEY LAUNDERING / COMBATING THE FINANCING OF TERRORISM (AML / CFT)
- CAPITAL REQUIREMENTS / CRD / CRR / BASEL III/IV
- FINANCIAL SUPERVISION
- SUSTAINABLE FINANCE / GREEN FINANCE
BELGIUM
- ANTI-MONEY LAUNDERING / COMBATING THE FINANCING OF TERRORISM (AML / CFT)
- FINANCIAL INCLUSION
GERMANY
- BANKING MATTERS
- CAPITAL INVESTMENT CODE
- DIRECTIVE ON THE PROTECTION OF PERSONS WHO REPORT BREACHES OF UNION LAW (WHISTLEBLOWERS DIRECTIVE)
- FINANCIAL SUPERVISION
- MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE AND REGULATION (MIFID II / MIFIR)
- PAYMENT SERVICES DIRECTIVE (PSD2) / SINGLE EURO PAYMENTS AREA (SEPA)
- PRUDENTIAL REQUIREMENTS FOR INVESTMENT FIRMS DIRECTIVE & REGULATION (IFD / IFR)
- SUSTAINABLE FINANCE / GREEN FINANCE
HONG KONG
- ANTI-MONEY LAUNDERING / COMBATING THE FINANCING OF TERRORISM (AML / CFT)
- FINTECH / REGTECH / BIGTECH / SUPTECH / DIGITAL ECONOMY
- INVESTOR PROTECTION / CONSUMER PROTECTION
IRELAND
- FINANCIAL SUPERVISION
ITALY
- DIRECTIVE ON COVERED BONDS
- FINANCIAL SUPERVISION
- PROSPECTUS REGULATION
- SUSTAINABLE FINANCE / GREEN FINANCE
LUXEMBOURG
- ANTI-MONEY LAUNDERING / COMBATING THE FINANCING OF TERRORISM (AML / CFT)
- INVESTMENT FUNDS / COLLECTIVE INVESTMENT SCHEMES (CIS) / ASSET MANAGEMENT
- MACROECONOMIC FRAMEWORK
- PRUDENTIAL REQUIREMENTS FOR INVESTMENT FIRMS DIRECTIVE & REGULATION (IFD / IFR)
- SUSTAINABLE FINANCE / GREEN FINANCE
SWITZERLAND
- SWISS FINANCIAL INSTITUTIONS ACT (FINIA)
NETHERLANDS
- BREXIT
- FINANCIAL SUPERVISION
- INVESTMENT FUNDS / COLLECTIVE INVESTMENT SCHEMES (CIS) / ASSET MANAGEMENT
UNITED KINGDOM
- AUDIT MATTER
- CAPITAL REQUIREMENTS / CRD / CRR / BASEL III/IV
- FINANCIAL SUPERVISION
- INVESTOR PROTECTION / CONSUMER PROTECTION
- PAYMENT SYSTEMS
- PENSION SCHEMES
- REPORTING
BRAZIL
- FINANCIAL MARKET INFRASTRUCTURE (FMI)
INTERNATIONAL
- BENCHMARKS
- CRYPTOASSET / CRYPTOCURRENCY / VIRTUAL CURRENCY
- DERIVATIVE FINANCIAL INSTRUMENTS (DERIVATIVES)
- FINANCIAL MARKET INFRASTRUCTURE (FMI)
- MARKETS IN FINANCIAL INSTRUMENTS DIRECTIVE AND REGULATION (MIFID II / MIFIR)
- OTC DERIVATIVES
- SUSTAINABLE FINANCE / GREEN FINANCE
All issues from category REGWATCH
EDHEC-Risk Institute
Multi-Dimensional Risk and Performance Analysis for Equity Portfolios
An EDHEC-Risk Institute Publication
In this study, EDHEC-Risk Institute explores a novel approach to address the challenge raised by the standard investment practice of treating attributes as factors, with respect to how to perform a consistent risk and performance analysis for equity portfolios across multiple dimensions that incorporate micro attributes.
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