Archives news

CACEIS won the “Americas Custodian of the Year 2024” award

New rules on sustainable fund naming conventions coming into force

CACEIS wins Best Digital Asset Initiative award

GREAT, the network promoting gender equality at CACEIS

CACEIS is enhancing its digital asset services with reception & transmission of orders (RTO) for its clients on exchanges

MiCA, an opportunity for CACEIS to further develop crypto-asset services

OLIS, a fast-evolving client portal

Digital Assets innovation – A new solution for tokenisation and distribution of fund units on blockchain

Crédit Agricole S.A. third quarter 2024 results available

Private Equity: The PERES business line celebrates 10 years of success

CACEIS Bank in Spain obtains the Bank of Spain registration as Digital Asset Service Provider

CSR: building a sustainable future together

Transfer agency services – a business on its own that requires a high level of expertise

The strong growth potential of active ETFs

Hybrid Funds in 2024 : results of our survey

Crédit Agricole S.A. second quarter and first half 2024 results available

Innovation: a new business line focusing exclusively on Digital Assets

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

Taking CACEIS’ Nordic client servicing to the next level

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

Driving long term partnership with pension schemes

Domiciliation of ETFs: what choice of jurisdiction in Europe?

Digitalizing Finance: From Tokenization to AI

SDR roundtable: Evidence based standards, good data and training are key

Crédit Agricole S.A. first quarter 2024 results available

Interview with Markus Strauch, Director Digital Assets & Trading at Bitpanda

Maintaining high momentum for CACEIS in Spain & LatAm

The operational centre of excellence in Malaysia: a CACEIS entity serving clients

CACEIS' Legal Department: a key component in the Group's development strategy

Integrating CACEIS IS Finance teams into CACEIS

Bespoke service offerings created in minutes

The benefits and challenges of following a clear CSR strategy

Editorial CACEIS News no.75 - March 2024

Preparing for SDR and fund labels

Crédit Agricole S.A. fourth quarter and full year 2023 results available

CACEIS’ Market Solutions offer provides secure access to financial markets

CACEIS reworks commercial set-up to further improve client servicing

Editorial CACEIS News no. 74 - January 2024

CACEIS tackles new ‘EMIR Refit’ obligations

Leveraging AI to enhance operational efficiency

New application makes it easier to onboard new funds

Connect Store: a new PRIIPS reporting service for Private Equity clients

An award-winning team in 2023

Crédit Agricole S.A. third quarter 2023 results available

CACEIS’ Securities Lending team highly commended at Global Investor ISF awards

CACEIS UK's work on pension schemes rewarded

CACEIS’ business activities in the United States

What's the route to Net Zero?

Editorial CACEIS News no. 73 - September 2023

CACEIS, a dedicated Pensions Specialist

CACEIS Connect Store: What's new?

CACEIS consolidates its European leadership position in the private equity market

Enhanced ESG & Climate reporting

CACEIS’ Digital Asset Factory - the future of asset servicing

How should we define value?

Evolution or revolution? ESG and climate data for pension schemes

What lies ahead for pension schemes? Blockchain and digital asset technology

Pension schemes need to solve for many different challenges

Crédit Agricole S.A. second quarter and first half 2023 results available

Digital assets – what do they mean for pension schemes?

Why managing risk matters in custody

Crédit Agricole S.A. first quarter 2023 results available

CACEIS and AMUNDI announce completion of strategic partnership on fund distribution platform Fund Channel

CACEIS: Delivering on client expectations

Pilot regime for the acceleration of tokenised financial instruments in Europe

Editorial CACEIS News no. 72 - April 2023

CACEIS’ KYC360 platform digitises the client and investor identification process

CACEIS further digitises the client experience - Invoice Validation via OLIS

CACEIS further digitises the client experience - Online account opening

CACEIS Market Solutions: a fully-integrated front-to-back service to ensure optimum client support

How partnership matters in custody

Launching Your Own ETF: Considerations and Strategies for Success

CACEIS aligns its Sustainable IT strategy with its CSR commitments

Santander CACEIS in Colombia becomes S3 CACEIS

Crédit Agricole S.A. fourth quarter and full year 2022 results available

A new biodiversity framework at COP 15 amounts to the largest land and ocean conservation commitment in history

A gold standard? The UK’s proposed Sustainable Disclosure Regulation

Editorial CACEIS News no. 71 - January 2023

With Uptevia, CACEIS and BNP Paribas are putting into practice their plan to create a leader in Issuer Services

CACEIS launches global ESG platform for clients

CACEIS and RBC Investor Services: Joe Saliba discusses the stakes in the acquisition

CACEIS Connect Store: a platform to connect clients with market-leading Fintechs

Level 2 SFDR measures strengthen requirements vis-à-vis investors

Crédit Agricole S.A. third quarter and first nine months 2022 results available

Editorial CACEIS News no. 70 - October 2022

Interview with Pierre-Adrien Domon, Fund Channel CEO

OLIS: What's new?

CACEIS Connect Store: a platform to connect clients with market-leading Fintechs

Triparty collateral management: a promising solution

The security of clients' assets is the priority of CACEIS Network Management

CACEIS brings comprehensive servicing solutions to ETF market players

Crédit Agricole S.A. second quarter and first half 2022 results available

CACEIS selects leading expert Taurus to enhance the digital asset offering

CACEIS’ Medium-Term Plan goes ahead for 2025

Editorial CACEIS News no. 69 - July 2022

Interview with Waystone, a CACEIS client

ELTIF 2.0: Brussels makes progress!

Flores: New premises for CACEIS in France and a new Head office for the group

Sustainable governance comes to the forefront

Crédit Agricole S.A. first quarter 2022 results available

The UK Post-Brexit: Simple adaptation of European banking and financial regulation or a real overhaul?

Editorial CACEIS News no. 68 - April 2022

Outsourcing share class hedging to CACEIS: a turnkey solution

Controlling the Power of Technology in the Digital Banking Revolution

Interview with Fabrice Cuchet, Chief Operating Officer of Candriam

CACEIS and BNP Paribas Securities Services plan to create a new player in the specialised field of Corporate Trust Services

Crédit Agricole S.A. 2021 annual results available

Editorial CACEIS News no. 67 - January 2022

Conserving Competitiveness while committed to Compliance

CACEIS supports the ETF industry’s strong development with its comprehensive solutions

Looking at CSDR’s mandatory buy-in regime and whether it has been deferred or scrapped

Olivia Zitouni, Group Head of PERES Commercial, supports private equity clients with her teams

The ETF universe is expanding, and investors need to pay attention

Crédit Agricole S.A. third quarter and first nine months 2021 results available

Supervision and control of asset managers

Delivering sustainable governance with purpose

Dealing with climate risks in pension schemes

Editorial CACEIS News no. 66 - September 2021

CACEIS to enhance client satisfaction by leveraging survey responses

CACEIS is digitising client and investor identification using KYC 360

Online corporate action responses: a digital innovation to meet deadlines

An API Store to help clients make better use of data

The depositary's role in the long term

Rising demand for ESG financing in the private assets industry

Digitising the client experience: contracts can now be signed electronically

Digitising the client experience: open your accounts online, securely and autonomously

Is there a route to net-zero? Making sense of the recent IPCC report

Crédit Agricole S.A. second quarter and first half 2021 results available

Santander CACEIS sponsors the FIAP-Asofondos 2021 International Forum

Editorial CACEIS News no. 65 - June 2021

PRIIPS: the obstacle course

Securities lending at CACEIS, a solution compatible with ESG principles

Taking part in ESAP’s Consultation phase – Understanding Europe’s new data gathering initiative

S3 CACEIS sponsored the 30th Convention of Mexican Insurers in Mexico

CACEIS pioneers remote live voting at a General Meeting of a listed company

CACEIS Market Solutions: a fully integrated front-to-back service for optimum client support

Crédit Agricole S.A. first quarter 2021 results available

Brexit: how fund managers can continue to operate in the UK and Europe

Enhancements to the OLIS client portal

Editorial CACEIS News no. 64 - April 2021

Successful participation of CACEIS in Spain in the FundsPeople Custody Forum

CACEIS UK Branch – A client-focused business strategy combining technology and service excellence

CACEIS enhances its portfolio look-through capabilities

CACEIS involved with French Central Bank’s trials of digital currency for fund unit settlement

Brexit: CACEIS’ governance is up to the challenge

Crédit Agricole S.A. fourth quarter and full year 2020 results available

EMIR: possible solutions for difficulties mandatory clearing

EMIR: mandatory clearing poses difficulties for PSA

How CACEIS in Ireland can assist clients within the Irish Investment Limited Partnerships (Amendment) Bill 2020?

The AIFMD review: an incremental change or a major revamp?

Editorial CACEIS News no. 63 - January 2021

CACEIS in Ireland, 2021 is the year of continued growth

The API portal: Simplifying data flows to clients’ IT systems

CACEIS participates in FundsPeople, Italy’s first Custody Forum

Migration of CANDRIAM asset servicing activities to CACEIS: Pascal Dequenne sheds light on the keys to success

Groupe Groupama: "This migration, and more broadly the choice of CACEIS, was a resounding success"

AI Revolution: How CACEIS is accelerating innovation through Artificial Intelligence?

SIBOS 2024

AM Tech Day 2024

Artificial intelligence at the service of asset servicing: optimisation of middle-office process at CACEIS

FundForum International 2024

Securities Lending 2024: how the industry is adding value to end investors throughout a period of regulatory and market change

PRIIPs Reporting: CACEIS is on the move!

Getting deals done - 2024, the potential for an outstanding vintage?

Third Master Trust Roundtable

ESG risk reporting and analysis: What's new?

IPEM 2023

The Network Forum - Americas Meeting 2023

Navigating the path to recovery: securities class action claims for institutions

What you need to know about the private equity market before IPEM

Debunking the myths around securities lending: performance, regulation & opportunities in 2023

FundForum International 2023

II Conferencia Post-Contratación

PLSA Investment Conference 2023

ISLA 30th Annual Securities Finance & Collateral Management Conference

CFO Forum 2023

The Network Forum - Annual Meeting 2023

CACEIS holds SDR roundtable in the UK

Irish Funds - Boston Breakfast Seminar

Manage your multi-asset class portfolios with Osmoze

Analyze and optimize your equity portfolios with SISMO

Private Assets Conference

OPTIC 2022

On the road to IPEM 2022

IPEM 2022

The Network Forum - Americas Meeting 2022

Assisting your transition from UCITS KIID to PRIIPS KID

Do fund boards have sufficient oversight of ESG and climate risk?

CFO Forum 2022

FundForum International 2022

Simplify your regulatory data exchange with TEEPI - The Funds Network

Facilitate your cross border fund distribution

AM Tech Day 2021

The Network Forum - Virtual Americas Meeting 2021

Securities Lending, An Activity Compatible with Your ESG Policies

Reassessing regulation in times of recovery

The post-pandemic landscape in asset management

TEEPI: addressing fund industry challenges in the digital era

FundForum International 2021

Crédit Agricole S.A. has signed an agreement for the acquisition of Santander’s 30.5% stake in CACEIS, its asset services provider, aiming to bring its ownership to 100%

CACEIS strengthens digital asset servicing offer in Luxembourg

CACEIS records client subscriptions in Spiko’s tokenised money-market funds on public blockchain

CACEIS integrates Nephelai’s AI with its Middle-office offer

CACEIS reveals the results of the XXI Monitor on Real Estate Finance

CACEIS expands clearing options by connecting to ARTEX Global Markets

CACEIS has completed the integration of CACEIS IS (ex RBC IS) European entities

CACEIS has created a Digital Assets business line with a dedicated service offering

CACEIS renews key partnership with GemCap UCITS Platform

CACEIS adds a new PRIIPs reporting service via the Connect Store for clients of its Private Equity Real Estate Solutions business line

CNP Assurances renews mandate with CACEIS

HV Capital engages CACEIS as depository on four additional private equity structures

Blue Sky Group Selects CACEIS' Full Oursourcing Model

CACEIS selected by Ardian and Eight Advisory as custodian for the Booster Fund

CACEIS and Royal Bank of Canada complete acquisition of RBC Investor Services’ operations in Europe and Malaysia

CACEIS Bank is the first custodian in France to obtain the PSAN registration

CACEIS handles Kepler Cheuvreux’s Clearing & Settlement activities

CACEIS launches Biodiversity Guide in collaboration with Zoological Society of London

CACEIS selected as servicing partner for new Investlinx ICAV UCITS ETF

CACEIS adds OSMOZE, a front-office supervisory and decision-making tool, to its Connect Store

CACEIS handles Clearing and Settlement for SideCaps’ SME secondary-line stocks matching platform

CACEIS strengthens its client-first ETF capabilities by selecting ULTUMUS

Jean-Pierre Michalowski is appointed CEO of CACEIS

BNP Paribas and CACEIS create Uptevia, a new specialist provider of issuer services

CACEIS adds Sismo’s analysis and investment decision-making support tool to its Connect Store

CACEIS hosts Clarity AI on its Connect Store

CACEIS and Royal Bank of Canada sign a MoU on the proposed acquisition of RBC Investor Services operations in Europe

CACEIS wins £2.9 billion Bedfordshire Pension Fund custody mandate

CACEIS extends cost transparency partnership with Nest

AMUNDI and CACEIS accelerate Fund Channel’s growth

Directa to offer investment funds to Italian investors in partnership with Clearstream and CACEIS

CACEIS selects Taurus’ solution to enhance its digital asset offering

CACEIS and Crédit Agricole CIB provide equity bridge financing to Antin for NextGen infrastructure fund

BNP Paribas Securities Services and CACEIS plan to create a new specialist provider of issuer services

CACEIS assists ARDIAN and FiveT Hydrogen in setting up the world’s largest Green Hydrogen infrastructure fund

CACEIS’ middle-office leverages Cardabel’s innovative machine learning tech

CACEIS extends its range of services using FundGlobam’s all-in fund distribution support solutions

Utopia, the first SIS launched in Italy, selects CACEIS as full outsourcing provider

Épopée Gestion chooses CACEIS as asset servicing partner for its investment funds

CACEIS completes migration of KAS BANK clients

CACEIS launches first carbon metrics reporting tool to help UK pension schemes assess and meet climate targets

Lifetri selects CACEIS for outsourcing asset management middle and back-office

CACEIS selected by Theoreim to service its first two Real Estate funds

Implementing artificial intelligence in the asset servicing industry

CACEIS – industry consolidator and key servicing partner for global markets

Growth trajectory

Transforming together

A compelling jurisdiction for private equity

Tokenised Financial Assets are Bringing New Opportunities to Industry Stakeholders

Luxembourg's Leading Asset Servicing Provider

In conversation with Arnaud Misset

Understanding your sustainability risks: Nature and biodiversity loss

Boosting Biodiversity

CACEIS on securities lending in 2023: So far, so (very) good

Putting a regulatory structure on sustainable finance

Leveraging technology for clients through efficient partnerships with FinTechs

TNFD: The challenging and critical path ahead

Focus on the Regulation on the DLT Pilot Scheme

Service providers must keep pace with ETF evolution

CACEIS multiplie les partenariats avec les fintechs

If there’s one regulation to watch for this year, it’s this one

We have to get comfortable feeling uncomfortable

Puzzle pieces

Why volatility means opportunity for clients

The New Andean Market: Chile, Colombia And Peru Take A Step Forward

ESG: Much More Than a Trend

Change is coming

Fireside Friday with… CACEIS’ Arnaud Misset

Digital banking is no longer a digital topic

ESG criteria, a key element in the Private Equity activity of CACEIS and the Crédit Agricole Group

The Master Trust Agenda

The great postponement

CACEIS looks ahead

Securities finance: pushing for market harmonisation