Asset Servicing, Custody, Depositary, Fund Admin

T+1 settlement in the US and the outlook for Europe

In this two-part article, Kamel Torki, Group Product Manager, in charge of T+1 Initiative at CACEIS takes an in-depth look at the migration to a T+1 settlement cycle in the US and other countries, and Eric Derobert, Group Head of Public Affairs analyses how this migration will impact settlement cycles in Europe.

Domiciliation of ETFs: what choice of jurisdiction in Europe?

The European ETF industry is still experiencing significant growth and we have recently observed growing interest in the ‘Active’ ETF category. Promoters of traditional funds, not yet active in the ETF space due to their focus on active management strategies, have seen the US-led Active ETF trend filter over to Europe. Companies seeking to leverage a ‘first-starter advantage’ will likely attract a bigger portion of investors who show interest in this new investment product. With the current investor appetite for these products, it is important to consider the most suitable domicile from which to promote ETFs, and in particular the Active ETF variety.

CACEIS enriches its Forex solutions by launching a Best-in-Class Currency Overlay Services offer

Over the last few years, clients have had to tackle ever-changing market conditions and are now faced with rising complexity, increasing cost pressure, more investment diversity, broader distribution networks, and greater volatility across currencies. Optimising currency risk management has now become an essential task within any manager’s investment strategy, and to help clients take on these challenges and mitigate investment risk, CACEIS has enhanced its Currency Overlay services offer.

Driving long term partnership with pension schemes

CACEIS has a long track record in working with pension schemes. Today, we partner with all types of pension schemes across Europe and the UK, providing solutions such as custody, administration, securities lending, foreign exchange and reporting. At the heart of our strategy is a focus on how we can be useful to pension schemes and provide them with support on their regulatory obligations, control and oversight of their assets, reporting needs and meet their requirements not only today, but also tomorrow.

Innovation: a new business line focusing exclusively on Digital Assets

CACEIS is the first European asset servicing group to set up a Digital Assets business line. The activities run on a secure IT infrastructure, delivering digital asset custody services as a Digital Assets Service Provider authorised by France’s financial regulator. With a team of digital asset servicing experts, CACEIS provides key support services to clients looking to invest in digital assets or distribute tokenised securities via Blockchain.

Taking CACEIS’ Nordic client servicing to the next level

As a leading asset servicing group with a world-wide network of entities, CACEIS has been actively supporting clients in the Nordics for many years. However, with the recent acquisition of RBC’s asset servicing activities in Europe, the group not only gains some 40 key Nordic clients but also a professional team of sales, relationship management and operational staff who know the clients, understand the region’s business culture and are keen to further develop CACEIS’ presence in the region.