ESG

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CACEIS and Triodos Investment Management strengthen partnership with new servicing mandate for Dutch Article 9 fundsCACEIS 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 passenFür den investor muss am ende natürlich auch die rendite passen

Die Credit Agricole hat im Juni 2025 die Übernahme der Caceis Bank abgeschlossen.


CACEIS News no 82 - January 2026CACEIS News no 82 - January 2026

The Asset Servicing Journal


Pensioenfondsen hebben behoefte aan gedetailleerde en betrouwbare dataPensioenfondsen hebben behoefte aan gedetailleerde en betrouwbare data

Pensioenfondsen en grote vermogensbeheerders staan onder druk. Ze moeten meer rendement behalen, verantwoord beleggen, gedetailleerder rapporteren, beheerkosten verlagen en voldoen aan de Wet toekomst pensioenen (Wtp). Gelukk...


SDR roundtable: Evidence based standards, good data and training are keySDR 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)


CACEIS News no 79 - April 2025CACEIS News no 79 - April 2025

The Asset Servicing Journal


CACEIS News no 78 - January 2025CACEIS News no 78 - January 2025

The Asset Servicing Journal


New rules on sustainable fund naming conventions coming into forceNew rules on sustainable fund naming conventions coming into force

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 considerations into account.


CSR: building a sustainable future togetherCSR: building a sustainable future together

European Sustainable Development Week provides an opportunity for CACEIS to confirm the group’s environmental, social and governance priorities and commitments.


FundForum International 2024FundForum 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


The benefits and challenges of following a clear CSR strategyThe benefits and challenges of following a clear CSR strategy

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 strategy is aligned with Crédit Agricole Group's own CSR...


An award-winning team in 2023An award-winning team in 2023

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 ways to help them further improve the efficiency, a...


ESG risk reporting and analysis: What's new?ESG risk reporting and analysis: What's new?

28 November 2023 - 11:00-12:00 (CET)
Webinar Watch the replay


What's the route to Net Zero?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.


Enhanced ESG & Climate reportingEnhanced ESG & Climate reporting

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 environment, clients need a partner who can help the...


Evolutie of revolutie? ESG- en klimaatgegevens voor pensioenregelingen Evolutie of revolutie? ESG- en klimaatgegevens voor pensioenregelingen

Pensioenregelingen hebben nu toegang tot betrouwbaardere gegevens over ESG- en klimaatrisico's en breiden hun informatievereisten langzaam uit naar biodiversiteitsrisico. Meer pensioenregelingen stellen netto nul-doelen. Dit zijn allemaal tekenen van...


Pensioenfondsen hebben geavanceerder risicomanagement en rapportagemogelijkheden nodigPensioenfondsen hebben geavanceerder risicomanagement en rapportagemogelijkheden nodig

Wouter Peters, Global Head van het CACEIS Pensions Centre, geeft zijn visie op hoe pensioenregelingen vooruit kunnen denken.


Understanding your sustainability risks: Nature and biodiversity lossUnderstanding 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 2023FundForum 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 BiodiversityBoosting 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 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 aheadTNFD: 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 UKCACEIS 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 aligns its Sustainable IT strategy with its CSR commitmentsCACEIS aligns its Sustainable IT strategy with its CSR commitments

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 its Medium-Term Plan 2025 unveiled in 2022. Through ...


If there’s one regulation to watch for this year, it’s this oneIf 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 SFDRUna 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 historyA 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 RegulationA 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 News No. 71 - January 2023CACEIS News No. 71 - January 2023

The Asset Servicing Journal


CACEIS launches global ESG platform for clientsCACEIS launches global ESG platform for clients

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 CACEIS can support them with appropriate training an...


Level 2 SFDR measures strengthen requirements vis-à-vis investorsLevel 2 SFDR measures strengthen requirements vis-à-vis investors

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 2 technical standards entered into effect on 1st ...


Governance and the climate risk dilemmaGovernance 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...


Securities Lending - Compatible with ESG principlesSecurities Lending - Compatible with ESG principles

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 and ESG: Time for actionClimate 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 4CACEIS and local government pension schemes - Part 4

The who’s who and what’s what of ESG


CACEIS and local government pension schemes - Part 3CACEIS 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 2CACEIS 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 1CACEIS 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 changeTaking action on ESG and climate change

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


Fund GovernanceFund 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.