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Reference Papers

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Monitor Finanza Immobiliare
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Real Estate Finance Monitor

CACEIS Bank, Italy Branch, presents the new edition of the Real Estate Finance Monitor.

For the Crédit Agricole Group's asset servicing company, the sector is structurally sound. At the asset level, real estate remains the main component.

Taking action on ESG and Climate change

Taking action on ESG and climate change

Transforming tomorrow: Rising to the new normal of ESG and Climate change factors and risks

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Funds Europe & CACEIS Fund Governance Survey

Fund Governance

A Funds Europe survey in partnership with CACEIS

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How AI will transform investment

Analyse that: How AI will transform investment

A Funds Europe survey in partnership with CACEIS

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The changing face of the funds industry

The changing face of the funds industry

From consolidation to cryptocurrencies and beyond

A Funds Europe survey in partnership with CACEIS

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Fonds de Capital Investissement_MAJ_2016

Fonds de Capital Investissement

A practical guide - 2016 (in French)

The purpose of this guide is to clarify the knowledge of the specificities of FCPRs.

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Social_Media_Studies_June_2016

Social Media Studies 2016

Asset Management in the Social Era

For this report, we have analysed the current state of asset management's use of social media.

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Reshaping_Retail_Fund_Distribution_June_2015

Fund Distribution

Fund distribution is at a turning point. Although the status quo of the industry has been in a state of continuous metamorphosis...

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OLIS Brochure

OLIS

CACEIS is pleased to introduce OLIS, an interface optimised for mobile usage, providing you with a non-stop access to all the...

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Guide_OPCI_mars_2015

Guide OPCI

Les organismes de placement collectif immobilier (OPCI) sont des véhicules d'épargne collective. Les OPCI sont des fonds...

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Reglementation_prudentielle_des_OPC_Juillet_2014

Réglementation prudentielle des OPC

Ces ratios s'appliquent aux différentes catégories d'OPC avec des contraintes plus ou moins souples en fonction...

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Asset_management_moves_into_the_spotlight - june_2014

Asset Management moves into the spotlight

Several notable changes are disrupting the Financial services industry as it recovers from crisis and regains its footing: banks...

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Fonds_communs_de_placement_a_risques_-_novembre_2012

Fonds Communs de Placement à Risques

Les fonds communs de placement à risques (FCPR) répondent à la définition d’Organismes de Placement Collectif en...

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