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CACEIS News no 79 - April 2025
04/22/2025 - The Asset Servicing Journal
Interview of Jean-Pierre Michalowski, CEO of CACEIS
04/22/2025 - 20 years after its creation, CACEIS is a global leader in asset servicing. Jean-Pierre Michalowski analyses the group's growth, expansion strategies ...
The imminent T+1 Settlement in the EU
04/11/2025 - The global financial markets are undergoing a transformative shift with the approaching adoption of a T+1 settlement cycle. In May 2024, ...
CACEIS News no 78 - January 2025
01/27/2025 - The Asset Servicing Journal
A deep involvement in European exploratory works of a wholesale central bank digital currency
01/23/2025 - Digital assets, tokenised assets and crypto-currencies are set to bring wide-ranging changes to the finance industry such as greater efficiency, ...
GREAT signs Crédit Agricole Group's Potenti'Elles charter
01/23/2025 - On December 11, the CACEIS GREAT (Gender Respect Equality at Target) network joined the Cercle Potenti'Elles, the Crédit Agricole group's ...
CACEIS is supporting sustainable finance with a special initiative for sustainability-focussed funds
01/23/2025 - Faced with the slowdown in the growth of Article 9 funds classified under the Sustainable Finance Disclosure Regulation (SFDR), CACEIS is ...
Ensuring clients and staff are in the front-line to benefit from technology innovation developed by CACEIS AI Factory
01/22/2025 - As technology evolves, it offers many opportunities to streamline, secure and expand the tools we provide staff and the services ...
L'IA Factory de CACEIS met l’innovation technologique au service des clients et des équipes
01/22/2025 - Au cours des 18 derniers mois, les technologies autour de l'intelligence artificielle ont fait des progrès significatifs notamment sur la ...
Des transactions sécurisées avec les Solutions Marchés de CACEIS
01/21/2025 - Les équipes de traders de nos salles de marché apportent un soutien professionnel et efficace à vos opérations d’exé...
Client Testimony - Robbert-Jan Engels and Sander Luijendijk, Hoofbosch
01/20/2025 - In 2019, the Dutch investment fund Hoofbosch, formerly a family fund, selected CACEIS Netherlands as its custodian bank. Since then, a ...
Transfer agency services – a business on its own that requires a high level of expertise
10/02/2024 - In the world of asset servicing, the transfer agent (TA) plays a key role that now extends far beyond recordkeeping ...
CACEIS enriches its Forex solutions by launching a Best-in-Class Currency Overlay Services offer
06/21/2024 - Over the last few years, clients have had to tackle ever-changing market conditions and are now faced with rising complexity, ...
Innovation: a new business line focusing exclusively on Digital Assets
06/21/2024 - CACEIS is the first European asset servicing group to set up a Digital Assets business line. The activities run on ...
Taking CACEIS’ Nordic client servicing to the next level
06/21/2024 - As a leading asset servicing group with a world-wide network of entities, CACEIS has been actively supporting clients in the ...
T+1 settlement in the US and the outlook for Europe
06/21/2024 - In this two-part article, Kamel Torki, Group Product Manager, in charge of T+1 Initiative, takes an in-depth look at the ...
Driving long term partnership with pension schemes
06/19/2024 - CACEIS has a long track record in working with pension schemes. Today, we partner with all types of pension schemes ...
Editorial CACEIS News no.75 - March 2024
03/08/2024 - For International Women's Day (IWD), I am proud to present this issue of the CACEIS News which shines the spotlight ...
Maintaining high momentum for CACEIS in Spain & LatAm
03/07/2024 - 2023 has been an excellent year for CACEIS in Spain, due to strong performance of the financial markets and a host ...
The operational centre of excellence in Malaysia: a CACEIS entity serving clients
03/07/2024 - CACEIS’ Kuala Lumpur-based subsidiary is one of the last entities to officially join the CACEIS group, following the acquisition of ...
CACEIS' Legal Department: a key component in the Group's development strategy
03/06/2024 - Global Head of Legal, Vanessa Bouthinon-Dumas, heads a team of around one hundred people spread across several countries in our ...
Integrating CACEIS IS Finance teams into CACEIS
03/06/2024 - Estelle Lamouline, Director of Finance Control, joined CACEIS on 3rd July 2023, the closing date for the acquisition of RBC's European ...
Bespoke service offerings created in minutes
03/05/2024 - CACEIS offers some 200 products and services covering the entire post-market value chain, from execution to custody. Having such a broad ...
The benefits and challenges of following a clear CSR strategy
03/05/2024 - Corporate Social Responsibility (CSR) is a key part of CACEIS' corporate strategy, and concerns staff, clients, shareholders and our suppliers ...
CACEIS News No. 74 - January 2024
01/19/2024 - The Asset Servicing Journal
Editorial CACEIS News no. 74 - January 2024
01/19/2024 - 2023 was definitely a very memorable year in CACEIS’ history. The takeover of RBC Investor Services' European operations was a major ...
CACEIS reworks commercial set-up to further improve client servicing
01/16/2024 - Integrating RBC IS's European activities is a major project for CACEIS, extending the international scope of our network to 18 markets. ...
CACEIS’ Market Solutions offer provides secure access to financial markets
01/15/2024 - As the entry point to CACEIS’ Execution-to-Custody model, Market Solutions provides a comprehensive multi-asset, multi-market offer that is fully integrated ...
CACEIS tackles new ‘EMIR Refit’ obligations
01/12/2024 - In 2012, EMIR came into force as a European regulation to increase transparency in the over-the-counter (OTC) and exchange-traded derivatives (ETD) ...
Leveraging AI to enhance operational efficiency
01/11/2024 - CACEIS' Digital Innovation team is actively studying the many potential benefits that artificial intelligence can offer our industry in order ...
New application makes it easier to onboard new funds
01/11/2024 - Every year, CACEIS creates around 2,000 funds for clients, and to boost the speed and efficiency, CACEIS is further automating the ...
Connect Store: a new PRIIPS reporting service for Private Equity clients
01/04/2024 - CACEIS’ Connect Store aggregates market-leading solutions of a select group of fintech partners. Our newest addition is AlphaOmega, a fintech ...
An award-winning team in 2023
12/21/2023 - For CACEIS, partnership is simply about making sure we are always attentive to the needs of our clients, taking standard ...
CACEIS News No. 73 - September 2023
09/18/2023 - The Asset Servicing Journal
CACEIS’ business activities in the United States
09/15/2023 - Since acquiring RBC's European asset servicing activities on 1st July, CACEIS has a representative office in New York. The representative ...
CACEIS, a dedicated Pensions Specialist
09/13/2023 - CACEIS has identified continued growth in the pensions sector as a key pillar in its 2023-2025 medium-term plan (MTP). To ...
Editorial CACEIS News no. 73 - September 2023
09/12/2023 - CACEIS has had many newsworthy events over the summer of 2023. Since 1st July, when we signed the major ...
CACEIS consolidates its European leadership position in the private equity market
09/11/2023 - Following the acquisition of the European activities of RBC Investor Services on 1st July, CACEIS' Private Equity division - Private ...
CACEIS Connect Store: What's new?
09/11/2023 - At the end of 2022, as part of a plan to accelerate our digital transformation, CACEIS launched the Connect Store, a ...
Enhanced ESG & Climate reporting
09/06/2023 - The Sustainable Finance Disclosure Regulation (SFDR) has defined new European rules for investment classification as well as standards for sustainability ...
CACEIS’ Digital Asset Factory - the future of asset servicing
09/05/2023 - As a leading asset servicing player, CACEIS aims to service all the asset classes that our clients handle. Digital assets, ...
CACEIS News No. 72 - April 2023
04/25/2023 - The Asset Servicing Journal
Editorial CACEIS News no. 72 - April 2023
04/25/2023 - A few weeks after taking up my duties as Chief Executive Officer, I would like to express how happy and ...
CACEIS: Delivering on client expectations
04/24/2023 - CACEIS is fully positioned to support its clients in a rapidly changing investment industry. More than 400 business development staff at ...
Pilot regime for the acceleration of tokenised financial instruments in Europe
04/21/2023 - The European pilot regime law entered into force on 23 March 2023. Its aim is to develop the market for financial securities ...
CACEIS’ KYC360 platform digitises the client and investor identification process
04/19/2023 - As the general regulatory framework is strengthening, Know Your Customer (KYC) aspects have become a major issue for financial institutions. ...
CACEIS further digitises the client experience - Invoice Validation via OLIS
04/19/2023 - OLIS is the central access point for monitoring all information and reporting on the services provided by CACEIS. CACEIS teams ...
CACEIS further digitises the client experience - Online account opening
04/19/2023 - As part of its asset servicing activities, CACEIS opens more than 20,000 bank accounts each year for its clients. In order ...
CACEIS Market Solutions: a fully-integrated front-to-back service to ensure optimum client support
04/13/2023 - CACEIS Market Solutions is a comprehensive, end-to-end service that covers a full range of assets and markets, and is integrated ...
Launching Your Own ETF: Considerations and Strategies for Success
04/07/2023 - Despite the poor performance in 2022, ETFs continued to receive inflows throughout the year, showcasing their resilience compared to other investment ...
CACEIS aligns its Sustainable IT strategy with its CSR commitments
04/06/2023 - Corporate Social Responsibility (CSR) and ESG principles must be fully integrated throughout the value chain, in all sectors of activity ...
CACEIS News No. 71 - January 2023
01/11/2023 - The Asset Servicing Journal
Editorial CACEIS News no. 71 - January 2023
01/11/2023 - 2022 was clearly an exceptional year for CACEIS. In our rapidly changing industry where investment is vital for overcoming regulatory, digital ...
With Uptevia, CACEIS and BNP Paribas are putting into practice their plan to create a leader in Issuer Services
01/11/2023 - Uptevia was created on 1st January 2023 in response to the shared desire of CACEIS and BNP Paribas to offer a ...
CACEIS launches global ESG platform for clients
01/10/2023 - Can our asset management and pension scheme clients confidently assess ESG and climate risks, as well as meet regulatory reporting ...
CACEIS and RBC Investor Services: Joe Saliba discusses the stakes in the acquisition
01/06/2023 - On 17th October, CACEIS and Royal Bank of Canada (RBC) announced they had signed a memorandum of understanding for the ...
Level 2 SFDR measures strengthen requirements vis-à-vis investors
01/05/2023 - Sustainable finance is a major priority for lawmakers, and the Sustainable Finance Disclosure Regulation (SFDR), which entered into effect in ...
CACEIS Connect Store: a platform to connect clients with market-leading Fintechs
01/04/2023 - CACEIS has launched Connect Store, a key element in our digital transformation strategy that is designed to bring a multitude ...
CACEIS News No. 70 - October 2022
10/10/2022 - The Asset Servicing Journal
Editorial CACEIS News no. 70 - October 2022
10/10/2022 - Last July, CACEIS unveiled its 3-year Medium-Term Plan, which is fully in line with the Ambitions 2025 plan of our majority ...
Interview with Pierre-Adrien Domon, Fund Channel CEO
10/07/2022 - Last September, Amundi and CACEIS announced the strengthening of their strategic agreement to accelerate the development of Fund Channel, the ...
CACEIS Connect Store: a platform to connect clients with market-leading Fintechs
10/07/2022 - CACEIS has launched Connect Store, a key element in our digital transformation strategy that is designed to bring a multitude ...
OLIS: What's new?
10/07/2022 - OLIS, CACEIS’ client platform, is the hub from which all our information and reporting services can be monitored. Our Digital-Data-Dissemination (3...
Triparty collateral management: a promising solution
10/06/2022 - For several years, CACEIS has offered a collateral management service for OTC derivatives, securities lending, and repo agreements. This solution, ...
The security of clients' assets is the priority of CACEIS Network Management
10/04/2022 - CACEIS’ Network Management division manages the groups’ relationships with third-party holders (TPHs) that hold, settle and clear any asset CACEIS ...
CACEIS brings comprehensive servicing solutions to ETF market players
10/03/2022 - The fast-growing ETF market is a high potential sector in CACEIS’ business development strategy. In accordance with the objectives announced ...
Editorial CACEIS News no. 69 - July 2022
07/07/2022 - CACEIS is one of Europe's leading asset servicing groups and intends to continue its growth trajectory in a market undergoing ...
CACEIS News No. 69 - July 2022
07/07/2022 - The Asset Servicing Journal
CACEIS’ Medium-Term Plan goes ahead for 2025
07/06/2022 - On 22nd June, Crédit Agricole, CACEIS’ majority shareholder, published Ambitions 2025, its new Medium-Term Plan for the next three years. ...
Interview with Waystone, a CACEIS client
07/05/2022 - Meet Waystone, a CACEIS client since 2017 and a leading provider of management company services on many asset classes and throughout ...
CACEIS selects leading expert Taurus to enhance the digital asset offering
07/04/2022 - CACEIS is a key player in the asset servicing industry's digital transformation and aims to broaden its presence in digital ...
ELTIF 2.0: Brussels makes progress!
06/28/2022 - European long-term investment funds (ELTIFs) were designed to help direct savings towards the ‘real’ economy. However, uptake still remains low ...
CACEIS selects Taurus’ solution to enhance its digital asset offering
06/27/2022 - CACEIS is a major player in the fast-evolving asset servicing sector and aims to broaden its offering on digital assets ...
Flores: New premises for CACEIS in France and a new Head office for the group
06/27/2022 - Between April and June this year, CACEIS staff in France have gradually moved to the Flores building on Crédit ...
CACEIS News No. 68 - April 2022
04/20/2022 - The Asset Servicing Journal
Editorial CACEIS News no. 68 - Abril 2022
04/19/2022 - Desde hace algunas semanas, volvemos a vivir en un contexto de incertidumbre, con fuertes presiones inflacionistas ligadas a la crisis ...
Editorial CACEIS News no. 68 - April 2022
04/19/2022 - For some weeks now, we have been living once again in a context of uncertainty, with strong inflationary pressures linked ...
El Reino Unido después del Brexit: ¿Simple adaptación de la regulación bancaria y financiera europea o una verdadera revisión?
04/15/2022 - En 2022, el gobierno de Reino Unido, a través de su primer ministro Boris Johnson, reveló su clara intención ...
The UK Post-Brexit: Simple adaptation of European banking and financial regulation or a real overhaul?
04/15/2022 - In 2022, the UK government, through its Prime Minister Boris Johnson, revealed its clear intention to progressively free itself from the ...
CACEIS News No. 67 - January 2022
01/24/2022 - The Asset Servicing Journal
Editorial CACEIS News no. 67 - January 2022
01/24/2022 - True to form, we’re conducting a retrospective of the previous year in the new year’s first edition of ...
Conserving Competitiveness while committed to Compliance
01/21/2022 - The Compliance function has undergone massive change in recent years. Formerly housed in its “ivory tower”, it has been decentralised ...
CACEIS supports the ETF industry’s strong development with its comprehensive solutions
01/21/2022 - 2021 is yet another record year for the Exchange Traded Funds industry in terms of asset levels and net flows. But ...
Looking at CSDR’s mandatory buy-in regime and whether it has been deferred or scrapped
01/19/2022 - CSDR’s settlement discipline regime is a long-running saga but will finally come into force on 1st February 2022. However, in ...
Olivia Zitouni, Group Head of PERES Commercial, supports private equity clients with her teams
01/18/2022 - Interview with Olivia Zitouni, Group Head of PERES Commercial
CACEIS News No. 66 - September 2021
09/30/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 66 - September 2021
09/30/2021 - CACEIS has long been an asset servicing company that is fully committed to its digital transformation. Many years before the ...
CACEIS to enhance client satisfaction by leveraging survey responses
09/30/2021 - Relationship excellence is a priority for both CACEIS and the Crédit Agricole group. As part of ongoing efforts to ...
Online corporate action responses: a digital innovation to meet deadlines
09/29/2021 - A new dashboard on the OLIS client portal will soon provide an overview of corporate actions affecting securities held in ...
CACEIS is digitising client and investor identification using KYC 360
09/28/2021 - KYC (Know Your Customer) has become a key topic for financial institutions in light of ongoing efforts to strengthen the ...
An API Store to help clients make better use of data
09/27/2021 - As part of our digital transformation plan, CACEIS is setting up an API (Application Programming Interface) portal for clients. The ...
Digitalisering van de klantervaring: open uw rekeningen online, veilig en autonoom
09/24/2021 - CACEIS ontwikkelt een digitale dienst die klanten in staat stelt het proces voor het openen van een rekening zelf te ...
Digitising the client experience: open your accounts online, securely and autonomously
09/24/2021 - CACEIS is developing a digital service designed to enable clients to manage their own account opening process. The service will ...
Digitising the client experience: contracts can now be signed electronically
09/21/2021 - Several CACEIS entities are currently using electronic signatures for their contracts which will be gradually rolled out across the entire ...
CACEIS News No. 65 - June 2021
06/22/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 65 - June 2021
06/18/2021 - We are now half way through the year and starting to see a brighter horizon after 18 difficult months. The vaccination ...
PRIIPS: the obstacle course
06/16/2021 - The European PRIIPs regulation adopted in November 2014 has a clear aim: standardise pre-contractual information on packaged financial products offered to ...
Securities lending at CACEIS, a solution compatible with ESG principles
06/15/2021 - Investors are getting serious about sustainable and responsible investment as people around the world wake up to increasingly complex Environmental, ...
Taking part in ESAP’s Consultation phase – Understanding Europe’s new data gathering initiative
06/14/2021 - Managing data is one of the major challenges facing the financial services industry at present. Fragmented, varying in quality and ...
CACEIS pioneers remote live voting at a General Meeting of a listed company
06/07/2021 - For the first time in France, a listed company has given its shareholders the option to attend and vote remotely ...
CACEIS Market Solutions: a fully integrated front-to-back service for optimum client support
06/01/2021 - CACEIS Market Solutions is a comprehensive, end-to-end service that covers a full range of assets and markets, and is fully ...
CACEIS News No. 64 - April 2021
03/31/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 64 - April 2021
03/31/2021 - During the extraordinary times we have experienced for over a year now, CACEIS has been working harder than ever to ...
Enhancements to the OLIS client portal
03/30/2021 - At the end of 2020, new features were integrated into OLIS to deliver a further improved client experience. CACEIS plans to ...
Successful participation of CACEIS in Spain in the FundsPeople Custody Forum
03/29/2021 - Last February, CACEIS took part in the FundsPeople event in Spain. The event coincided with the first anniversary of Santander ...
CACEIS UK Branch – A client-focused business strategy combining technology and service excellence
03/29/2021 - CACEIS’ UK business combines the long-standing fund servicing operations of the group with the UK pensions servicing side of the ...
CACEIS involved with French Central Bank’s trials of digital currency for fund unit settlement
03/23/2021 - Last summer, following a call for projects to trial a central bank digital currency (CBDC) for financial asset exchanges, France’...
Brexit: CACEIS’ governance is up to the challenge
03/17/2021 - On 23rd June 2016, a majority of British people voted to leave the EU. On 1st January 2021, the effective date of ...
CACEIS News No. 63 - January 2021
01/14/2021 - The Asset Servicing Journal
Editorial CACEIS News no. 63 - January 2021
01/14/2021 - The beginning of a year is a time to reflect on the preceding 12 months, and we can already confirm that 2020 ...
The AIFMD review: an incremental change or a major revamp?
01/14/2021 - When the Alternative Investment Fund Managers Directive (AIFMD) came into force in 2011, it had two principal objectives: to provide a ...
Migration of CANDRIAM asset servicing activities to CACEIS: Pascal Dequenne sheds light on the keys to success
01/13/2021 - In September 2019, Candriam, one of Europe's leading asset managers, launched its project to migrate the Asset Servicing activities for its ...
CACEIS in Ireland, 2021 is the year of continued growth
01/12/2021 - Interview with Isabelle Porte, Country Head and Managing Director of CACEIS Bank, Ireland Branch
Groupe Groupama: "This migration, and more broadly the choice of CACEIS, was a resounding success"
01/12/2021 - In 2018, Groupama, a major player in the French insurance sector, launched a call for tenders which resulted in CACEIS’ selection ...
CACEIS participates in FundsPeople, Italy’s first Custody Forum
01/11/2021 - On 13th October, CACEIS in Italy sponsored and took part in FundsPeople’s first ever Italian custody event. ...
The API portal: Simplifying data flows to clients’ IT systems
01/11/2021 - As part of its digital transformation plan, CACEIS is now offering clients new functions with an API (Application Programming Interface) ...
