Corporate Brochure 2017 USD

AN ORGANISATIONAL STRUCTURE DESIGNED TO SUPPORT YOUR GROWTH PLANS

In order to support clients’ growth plans to their best interests, CACEIS has designed its service model through the centralisation of high value services in dedicated centres of excellence combined with a single platform by activity and common processes performed in mutualised operating centres. It ensures clients have access to expert operational support and services across its global network. Each geographic zone has a dedicated team of sales persons and operational experts who seek to develop a close business relationship with their clients and have a full understanding of all local market issues. CACEIS enjoys a reputation based on the values of its organisational model: innovation, rigor and stability.​ The Group provides consistent, reliable services to all clients, regardless of their geographical location, operating with a follow-the-sun workflow to ensure 24-hour coverage. THE POWER TO INNOVATE CACEIS invests heavily in its information systems, constantly developing innovative solutions adapted to each client. Management Companies now benefit from our new Data Analytics services and our WebInvestor platform which allow investors to benefit from an online view over their holdings, past and pending transactions and AML/KYC status. Furthermore, our TEEPI file exchange platform offers key Solvency-related solutions for institutional investors. CACEIS has also broadened its service range with a securities class action offer and SFTR compliant reports. For corporate clients, we offer a set of issuer services and market access solutions designed to suit their needs, and clients operating in the agro-industrial sector now have access to execution and clearing solutions for commodity futures. Finally, in March 2017, CACEIS’s creativity was recognised for the development of the OLIS Funds mobile app, named “best innovation of the year”, which provides real time views on inflows as well as NAV monitoring/validation. A SOCIALLY RESPONSIBLE PARTNER CACEIS is participant to Crédit Agricole Group’s Corporate Social Responsibility (CSR) initiative through which it has adhered to the ten principles of the UN Global Compact. We establish transparent client relationships in compliance with ethical standards in place, and offer solutions tailored to their needs. It pursues a responsible and innovative social policy that is respectful of employment and concerned with professional development and diversity. It is committed to reducing any negative impacts it may have on the environment while seeking to enhance positive aspects. In 2017, CACEIS was again awarded a Gold rating from the French CSR rating platform EcoVadis, and today ranks among the top 1% of companies. This evaluation is the result of an analysis of CACEIS’s environmental, social, ethical and purchasing policy, actions and results as well as its CSR management.