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, accuracy and security of their business. It’s therefore encouraging to receive independent recognition of the effort we put into client servicing excellence.
Custody is an area where we are recognised for our client-first approach. We were named best custodian in the service provider category of the Private Equity Wire - European Emerging Manager Awards 2023.
Best Custodian, Private Equity Wire / European Emerging Manager Awards 2023
We’ve also been recognised for our approach to sustainability, by helping clients navigate the complexities of ESG and climate risks with our reporting solutions, and specialist insight for pension schemes and asset managers.
We now have a range of powerful reporting tools for our clients to help them assess, manage and monitor ESG and climate risk through access to two solutions that leverage data providers: Clarity AI and OLIS-ESG. This provides clients with the flexibility to select a methodology that works for them. These tools also allow asset owners and asset managers to understand their exposure to ESG and climate risks at both a portfolio level and at an individual security level, alongside reporting to help them comply with the EU’s Sustainable Finance Disclosures Regulation and the Task Force for Climate-related Financial Disclosures framework.
We combine this reporting with insight, such as the launch of two market-leading podcast series bringing to life climate risk and nature-related risks through the CACEIS Climate Briefing and the CACEIS Biodiversity Briefing, alongside content on nature-related risks in partnership with the Zoological Society of London. In 2023, we also surveyed asset owners across Europe on how they are looking at sustainability so we can better understand their evolving needs.
The combination of this activity culminated in a number of awards in 2023 that focused on sustainability. These included:
- Pensions Age Thought Leadership Award 2023 – Investment
- Funds Europe Awards 2023 – European Thought Leadership of the Year
- Asset Servicing Times Industry Excellence Awards 2023 – ESG Initiative
- PMI Pinnacle Awards 2023 - Impact on Climate
We’ve also been recognised for our approach to partnership. In the UK, CACEIS has a strong commitment to pension schemes, and to the Local Government Pension Scheme (LGPS) sector. The team recently partnered with Bedfordshire Pension Fund, a custody and fund accounting client, to help them assess their exposure to ESG and climate risk, in addition to constructing a corporate social responsibility report for their pension fund. It’s this focus on added value aspects that defines how we partner with all our clients. This approach to partnership with the LGPS sector in the UK culminated in another great award win:
LAPF Investment Awards 2023 – LGPS Service Provider of the Year
Our value-added approach has also been recognised in securities lending, where our front-office team leverages cutting-edge technology to optimise the entire process for clients, culminating in the award below:
Most Innovative Lender - Global Investor ISF Awards
CACEIS’ securities lending team received other high commendations at the Global Investor ISF awards, which reflects our technical expertise and dedication to providing best-in-class client servicing.
We constantly work towards satisfying our clients’ evolving needs as ‘continuous improvement’ is a key factor in our business development and servicing strategy. We are delighted that our efforts are recognised by these awards, and believe that our focus on client satisfaction and process efficiency will remain the driver of our success.