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Transfer agency services – a business on its own that requires a high level of expertise Transfer agency services – a business on its own that requires a high level of expertise 2024-10-02 – In the world of asset servicing, the transfer agent (TA) plays a key role that now extends far beyond recordkeeping and settlement agent services. Handling such a broad range of fund types and a plethora of investment rules, all within a highly-complex distribution chain, the TA provides essential support to fund promoters who distribute their funds around the world.  
Transformer la comptabilité institutionnelle en levier de performance avec CACEIS Transformer la comptabilité institutionnelle en levier de performance avec CACEIS 2025-10-30 – Face à la complexité croissante des portefeuilles et à la pression réglementaire, CACEIS accompagne les investisseurs institutionnels pour transformer la comptabilité en un outil de pilotage essentiel.  
Transforming together Transforming together 2024-01-08 – Joe Saliba, CACEIS’ deputy chief executive, talks to Bob Currie about the bank’s commitment to being an asset servicing leader in Europe, the expansion of its global coverage and why he is returning to London to guide their UK expansion.  
Turning institutional accounting into a source of performance Turning institutional accounting into a source of performance 2026-01-07 – CACEIS helps institutional investors transform accounting from a required process into a genuine management information tool. The modular offering boosts the transparency and reliability of our clients’ investment performance.  
UCITS V (Undertakings for Collective Investment in Transferable Securities) UCITS V (Undertakings for Collective Investment in Transferable Securities) 2026-06-17 – November 2012 Presentation of the UCITS V project to the European Parliament 28 August 2014 Publication in the OJUE of the UCITS V Directive 17 September 2014 UCITS V Directive entered into force 28 November 2014 Publication of the ESMA "Technical Ad...  
UK Pension schemes UK Pension schemes 2026-05-20 – The Future of Pensions Administration Centre of Excellence for Pensions Flexible thinking We recognise that each pension scheme has their unique set of needs. Flexibility lies at the core our Centre of Excellence for Pensions. Modular approach Pensio...  
Una mirada práctica al SFDR Una mirada práctica al SFDR 2023-02-24 – 7 marzo - 10 am (CET)Online eventSFDR - Best practices para cumplir con la regulación vigente e integrarla en la estrategia ESG  
Understanding the key trends and challenges faced around execution in 2025 Understanding the key trends and challenges faced around execution in 2025 2025-03-10 – In this article, Fehri Khadri, in CACEIS’ Execution services team looks at 3 areas of concern in 2025 for trading desks looking to ensure a streamlined execution process for investment management clients.  
Understanding your sustainability risks: Nature and biodiversity loss Understanding your sustainability risks: Nature and biodiversity loss 2023-08-24 – 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 that biodiversity loss is put alongside climate change at the top of the global agenda. 44% of the global economy is dependent on the services…  
United Kingdom United Kingdom 2026-06-08 – Local Management Localisation 📌 LONDON CACEIS Bank, UK Branch CACEIS UK Trustee and Depositary Services Ltd Broadwalk House 5 Appold Street London EC2A 2DA +44 207 858 08 60     UK Regulatory Information In the UK, CACEIS Bank operates thro...