ELTIF (European Long-Term Investment Fund) 2026-06-04 – 26 june 2013 European Commission's ELTIF regulation proposal established 17 april 2014 ELTIF regulation voted in the European Parliament plenary session 20 april 2015 ELTIF regulation adopted by the Council 29 april 2015 ELTIF regulation published in...
Em busca de institucionais 2023-05-30 – S3 CACEIS quer ampliar a faixa de clientes do segmento de institucionais, que hoje respondem por cerca de 10% dos seus serviços na área
EMIR (European Market Infrastructure Regulation) 2026-05-20 – 27 July 2012 Final text published in the OJEC 12 February 2014 Trade Repository reporting obligation entered into force 29 January 2015 RTS published by ESMA June 2016 to March 2017 Start of clearing obligation on IRS (for financial counterparties wi...
Enhanced ESG & Climate reporting 2023-09-06 – 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 them keep up to date with the regulatory and business challenges they face. This is why CACEIS is offering a new type of ESG reporting service in…
ESG Risk Reporting and Analysis Offer 2026-05-20 – OLIS ESG Post-trade analyses of portfolios’ ESG performance via dynamic dashboards and on-demand reporting A MODULAR, TWO PART OFFER Key Features CACEIS’ OLIS platform enables clients to perform detailed post-trade analyses of portfolios’...
ETF : Accessing new distribution channels by launching listed and unlisted share classes 2025-09-18 – European ETF assets are growing significantly with a 10 year CAGR of 18.6% with €2.6tn in assets as at July 2025. Looking forward, many predict that ETF assets will double in size by 2030 and exceed €5tn, the more bullish predict growth in excess of €8tn. With this backdrop, asset managers who don’t have an ETF offering are considering ETF market entry. Some are weighing up…
ETF Market Dynamics: 2025 in Review 2026-01-22 – The key benefits that ETFs deliver; liquidity, ease of access, cost and transparency consistently resonate with investors, both institutional and retail, that drove their decision to purchase the product. Below we summarise some of the key themes in the European market over the past year, which despite some macro headwinds has again proved to be very positive.
ETF: Evolving products mean evolving service needs 2026-04-23 – Evolution is an important theme and is central to the ongoing growth of ETFs. The first ETFs housed a single share class, passively tracking vanilla equity indexes and this was the status quo for many years.
