Reference Papers

Fund Governance

A Funds Europe survey in partnership with CACEIS

Fund governance encompasses many issues including boardroom effectivity and outsourcing, and it has numerous touchpoints within ESG. This report visits many of these issues.

With the current Covid-19 pandemic, the action of fund boards has reached a high point of complexity and importance – but even before the outbreak, boardrooms were being called on to step up their level of fund governance under the FCA Assessment of Value regime in the UK.

In this survey, Funds Europe, in partnership with CACEIS, gauges perceptions on the value that independent directors bring to fund boards and how well fund infrastructures, such as delegated authorised corporate directors and third-party management companies – which play a vital role in investors’ protection – are understood.

How AI will transform investment

Analyse that: How AI will transform investment

A Funds Europe survey in partnership with CACEIS

The changing face of the funds industry

The changing face of the funds industry

From consolidation to cryptocurrencies and beyond

A Funds Europe survey in partnership with CACEIS

Fonds de Capital Investissement_MAJ_2016

Fonds de Capital Investissement

A practical guide - 2016 (in French)

The purpose of this guide is to clarify the knowledge of the specificities of FCPRs.

Social_Media_Studies_June_2016

Social Media Studies 2016

Asset Management in the Social Era

For this report, we have analysed the current state of asset management's use of social media.

Reshaping_Retail_Fund_Distribution_June_2015

Fund Distribution

Fund distribution is at a turning point. Although the status quo of the industry has been in a state of continuous metamorphosis...

OLIS Brochure

OLIS

CACEIS is pleased to introduce OLIS, an interface optimised for mobile usage, providing you with a non-stop access to all the...

Guide_OPCI_mars_2015

Guide OPCI

Les organismes de placement collectif immobilier (OPCI) sont des véhicules d'épargne collective. Les OPCI sont des fonds...

Reglementation_prudentielle_des_OPC_Juillet_2014

Réglementation prudentielle des OPC

Ces ratios s'appliquent aux différentes catégories d'OPC avec des contraintes plus ou moins souples en fonction...

Asset_management_moves_into_the_spotlight - june_2014

Asset Management moves into the spotlight

Several notable changes are disrupting the Financial services industry as it recovers from crisis and regains its footing: banks...

Fonds_communs_de_placement_a_risques_-_novembre_2012

Fonds Communs de Placement à Risques

Les fonds communs de placement à risques (FCPR) répondent à la définition d’Organismes de Placement Collectif en...

Rethinking_Distribition_June_2011

Rethinking Distribution - new fund distribution

This report présents the findings of our research and analysis over the past six months, including in-depth interviews with...

Cross border distribution of UCITS - May 2011

Cross-border distribution of UCITS

UCITS have become both a European standard and a respected global brand. The number of UCITS launched continues...