Services
All article related investor services in asset management
Regulation
Regulation,
March 2021
The latest episode in the PRIIPs saga
The application of PRIIPs has been mired in controversy. Our view remains that the latest attempts to address problems with the regulation are a step forward but fail to remedy the fundamental flaws. The analysis of Anastasia Petraki, Head of Policy Research at (...)
Regulation,
November 2020
ESMA tells fund managers to improve readiness for future adverse shocks
The European Securities and Markets Authority (ESMA), the EU’s securities markets regulator, has published a Report on the preparedness of investment funds with significant exposures to corporate debt and real estate assets, for potential future adverse liquidity and (...)
Regulation,
March 2020
ESMA requires net short position holders to report positions of 0.1% and above
The European Securities and Markets Authority (ESMA) has issued a decision temporarily requiring the holders of net short positions in shares traded on a European Union (EU) regulated market to notify the relevant national competent authority (NCA) if the position reaches or (...)
Regulation,
December 2019
Will climate risks be incorporated into cost of capital calculations under Solvency 2?
ESG and climate risks appear to be a real source of concern for most of those who responded to the request for information that the EIOPA conducted in order to prepare its opinion. The EIOPA rendered its opinion on 30th September; at this stage it advises undertakings to (...)
News,
October 2019
ESMA prepares for new responsibilities in 2020
The European Securities and Markets Authority (ESMA), the EU’s securities markets regulator, has published its 2020 Work Programme (WP), setting out its priorities and areas of focus for the next 12 months in support of its mission to enhance investor protection and promote (...)
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Operational Support
Strategy,
November 2012
Philippe Aurain: "The choice of flexibility is not trivial"
According to Philippe Aurain, CEO of Fédéris MANAGEMENT, given the diversity of processes called Flexible Management; we should probably define a typology helping investors to find themselves in a multi-faceted (...)
Operational Support,
April 2012
SGSS In ITALY mandated by Metropole Gestion
Societe Generale Securities Services in Italy (SGSS S.p.A.) has been appointed by Metropole Gestion to act as its local Transfer Agent in Italy, providing it with paying agent and investor relations management (...)
Operational Support,
March 2012
SGSS in Italy mandated by Hermes Linder Fund Sicav
Societe Generale Securities Services in Italy (SGSS S.p.A.) has been appointed by Hermes Linder Fund Sicav Plc to act as its local Transfer Agent in Italy, providing it with paying agent and investor relations management (...)
News,
February 2012
SGSS in Italy mandated by BSI Wealth & Family SIM S.p.a.
SGSS in Italy (SGSS S.p.A.) has been appointed by BSI Wealth & Family SIM S.p.A. (BSI SIM) to provide personalised custody and settlement services.
News,
December 2011
SGSS et Oddo Services mandated by Convictions AM
Societe Generale Securities Services (SGSS) and Oddo Services have been mandated by Convictions Asset Management to provide custody account-keeping services for the launch of its new discretionary management activity.
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