January 2024 2024-02-14 – CACEIS Regulatory Watch Newsletter
Preparing for SDR and fund labels 2024-02-15 – 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 2024. The scope of the new labelling rules apply to UK collective asset management firms (UCITS managers and AIFMS) that manage UK-domiciled funds in the first instance.
The benefits and challenges of following a clear CSR strategy 2024-03-05 – 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 strategy which comes under the umbrella of its “Social Project”.
Bespoke service offerings created in minutes 2024-03-05 – 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 combination to suit their business development objectives, whether they are a bank, asset manager, institutional client or any other type of financial player.
Integrating CACEIS IS Finance teams into CACEIS 2024-03-06 – 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 work carried out by the finance departments in the months leading up to Day-1 and explains the steps required to fully integrate the CACEIS IS finance teams into CACEIS.
