Faced with the slowdown in the growth of Article 9 funds classified under the Sustainable Finance Disclosure Regulation (SFDR), CACEIS is positioning itself as a strategic ally for the sustainable manager/investor community. Since January 2025, the Group has waived all CACEIS fees for the creation of a fund or sub-fund classified under Article 9 of SFDR or any equivalent category in other jurisdictions.
CACEIS has a strategic objective of becoming the European leader in asset servicing for sustainable assets, where we aim to innovate in order to meet the needs of ESG-focussed investors. The decision to waive CACEIS fees for one year marks a major step in our group’s commitment to responsible finance.
A financial incentive to support the launch of impact funds
Funds set up under SFDR’s Article 9, must be principally focussed on sustainable investment. They have to meet strict criteria which demonstrate that their investments contribute to the achievement of environmental or social objectives. However, these funds are today experiencing a slowdown in their growth, in part due to potential regulatory updates.
“We firmly believe in the transformative potential of Article 9 funds to accelerate the transition to a more sustainable economy. With this fee waiver, we want to encourage managers who have not yet done so, to support the growth of the impact solutions marketspace,” explains Géraldine Valentini, Group Head of Corporate Social Responsibility and ESG.
This strategic decision eliminates any fees charged by CACEIS associated with the creation and launch of these tightly-regulated investment products.
By doing this, CACEIS is affirming its commitment to helping to redirect financial flows towards truly sustainable projects. This commitment goes beyond the basic service offer: it is about being an active participant in the transformation of the sustainable finance market, by making such investment products easier to create for asset managers and more attractive to investors.
“With this initiative, CACEIS is sending a strong message to the asset management industry: we can leverage innovation and our corporate responsibility framework to overcome the challenges faced by sustainable finance. By waiving fees on Article 9 funds, we are inviting managers to take the initiative and seize an opportunity to contribute to a more sustainable financial future,” says Géraldine Valentini.
Tools to enhance financial transparency
In addition to this fee-related incentive, CACEIS offers a full range of Climate & ESG solutions such as the OLIS-ESG offer integrated into the OLIS client portal and the Clarity AI solution from the CACEIS Connect Store. These tools allow our clients to produce regulatory-compliant reports while benefiting from precise analyses to assess ESG and climate impacts and risks within their portfolios.
“Together, let’s make a difference and encourage more capital to move in the direction of sustainable investments.” concluded Géraldine Valentini
