Asset servicing, Custodia, Depositaría, Administración de fondos

CACEIS lanza plataforma global ESG para clientes

¿Pueden nuestros clientes de gestión de activos y planes de pensiones evaluar con confianza los riesgos ESG y climáticos, así como cumplir los requisitos reglamentarios de información? Sus expectativas en este ámbito son muy variadas y CACEIS puede ayudarles con la formación adecuada y datos completos y fiables.

Enhanced ESG & Climate reporting

The Sustainable Finance Disclosure Regulation (SFDR) has defined new European rules for investment classification as well as standards for sustainability reporting. In this ever-changing regulatory environment, clients need a partner who can help them keep up to date with the regulatory and business challenges they face. This is why CACEIS is offering a new type of ESG reporting service in addition to the already extensive reporting available on OLIS, the client portal.

CACEIS tackles new ‘EMIR Refit’ obligations

In 2012, EMIR came into force as a European regulation to increase transparency in the over-the-counter (OTC) and exchange-traded derivatives (ETD) markets and to reduce credit and operational risks. A decade on, EMIR Refit strengthens the obligations rules for derivatives processing, clearing and contract risk management, reporting and the operation of clearing houses and trade repositories.

El Reino Unido después del Brexit: ¿Simple adaptación de la regulación bancaria y financiera europea o una verdadera revisión?

En 2022, el gobierno de Reino Unido, a través de su primer ministro Boris Johnson, reveló su clara intención de liberarse progresivamente del marco legislativo europeo en materia financiera, proponiendo un nuevo conjunto de medidas más flexibles. ¿Cuáles son las perspectivas para el Reino Unido y la UE?

New application makes it easier to onboard new funds

Every year, CACEIS creates around 2,000 funds for clients, and to boost the speed and efficiency, CACEIS is further automating the fund onboarding process.

An award-winning team in 2023

For CACEIS, partnership is simply about making sure we are always attentive to the needs of our clients, taking standard services like custody that already address their needs, and finding proactive ways to help them further improve the efficiency, accuracy and security of their business. It’s therefore encouraging to receive independent recognition of the effort we put into client servicing excellence.