Events

The FCA are expected to publish soon the PRIIPs requirements, we will review the implications of this and also SFDR/SDR

We cordially invite you to our LPA Regulatory London Summit on 30th March in London.

In focus are current topics such as ESG / SFDR, the innovations regarding PRIIPs KIDs and efficient solutions for the automation of regulatory reporting and fund marketing document production.

The event will include a presentation from the Investment Association on SFDR implementation and SDR disclosure requirements.

Regulatory reporting has become an increasing burden for asset managers placing an increased fixed cost and risk on the business. Our solution is a fully compliant regulatory reporting platform leveraging a scalable digital technology, already proven with many leading asset managers.

Enjoy some drinks and snacks whilst our experts bring you up to date and answer any relevant questions.

Event details:

Date: March 30th, 2022

Time: 4.00 pm Welcome
4.30pm – 6:00 pm Expert Talks
6.00pm – 8.00 pm Networking

Location: The Loading Bay at Techspace, 25 Luke St, London EC2A 4DS

Register here

In focus are current topics such as ESG / SFDR, the innovations regarding PRIIPs KIDs and efficient solutions for the automation of regulatory reporting and fund marketing document production.

Regulatory reporting has become an increasing burden for asset managers placing an increased fixed cost and risk on the business. Our solution is a fully compliant regulatory reporting platform leveraging a scalable digital technology, already proven with many leading asset managers.

Register for our webinar so we can bring you up to date and answer any relevant questions.

Webinar details:

Date: April 6th, 2022

Time: 11.30-13.30(CET)

Register here

An evening to enjoy some good wine and insightful discussions and connections.

Join the launch event of LPA in London on 6th April at our location in Canary Wharf London.

This is not an evening of presentations but is an informal and casual event for making new connections across the financial sector.

We are inviting clients from the capital markets and asset management industries with selected experts in topics such as; ESG, AI, Digital Transformation, Crypto, OTC trading, Structured Products, Risk & Regulatory Compliance etc.

Event details:

Date: April 6th 2022

Time: 5.30 pm – 8.30 pm GMT

Location: 8th Floor, The Columbus Building, 7 Westferry Circus, Canary Wharf, London E14 4HD

To reserve your place on our guest list, and in compliance with Covid guidelines, please register here

Join us at the WM Summit 2021

Among many other interesting talks around ESG we will be sharing the latest status of the regulation, data, ESG/SFDR and PRIIPs KID reports and solutions. Meet us in London or Luxemburg.

Register for free via WM Datenservice.

London October 4, 2021, Hilton London Bankside
Luxembourg October 7, 2021 Chambre de Commerce

If this topic is of interest to you, please contact us directly and we will be happy to provide more information.

Despite the postponement of standardized EU ESG reporting (SFDR Level 2) to July 1, 2022, demand for ESG funds is high. Those who distribute corresponding products should align their ESG fact sheets with the SFDR standard at an early stage.

With SFDR Level 1, asset managers are now required to collect qualitative and quantitative ESG data and to disclose at company level the disclose the approach.

We support this combination with comprehensive software and best practice support.

To learn more about what you need to consider and how you can minimize the effort required to convert to SFDR at a later stage, please attend our joint webinar organized jointly with the BVI, to which we would like to cordially invite you.

We are looking forward to participating at the Global Distribution Conference 2021 again this year.

The Conference focuses on global distribution, Luxembourg’s core specialism. Hosted in partnership with Nicsa, the US National Investment Company Service Association, and HKIFA, the Hong Kong Investment Funds Association, it brings together major fund distributors and asset managers from around the globe.

The BVI Asset Management Conference is one of the most important events in the fund industry.
The program includes current developments on the capital market as well as the regulatory and strategic challenges for the industry.

We are looking forward to being part of it again!

We are happy to be a sponsor and exhibitor at the conference again this year.
The theme of the 2021 conference is ” Accelerated Transformation – Disruption and Opportunity”.

Many exciting topics are announced, such as:

• Update from Regulators (including CBI, ESMA & FCA)
• ESG – from green shoots to full bloom

Visit us at our booth

We look forward to seeing you.

Exciting panel discussion on the topic of “Fund platforms: Operational, Distribution and Usage Issues and Data Management” at Friends for Funds in Zurich. The debate focused on the current situation, problems and challenges of fund platforms. Costs and services, consolidation, the required data quality and necessary reports are discussed in the panel.

The speakers are our founder and Managing Director Gerhard Jovy [acarda / LPA][acarda / LPA], Mr Daniel Häfele [CEO of ACOLIN Holding AG, Zurich] and Karsten Illy [Country Manager Operations of Northern Trust Switzerland AG, Basel]. The discussion will be chaired by Christian Mesenholl, Head Morningstar Central Europe & Country Manager Switzerland, Zurich. The discussion panel is in German.

Watch the full talk here

The new SFDR requirements for Level 1 and Level 2 must be implemented today or by the end of 2021 at the latest. In parallel, the SFDR and also the PRIIPs KIDs are to be made available for all from 1 January 2022. – Ideally with a holistic, automated data management and reporting solution.

In the webinar, the speakers will not only present the innovations relevant to your reporting, but will also use practical examples to show how implementation could look. The event is hosted by the BVI and aimed at asset managers and fund administrators.

If you missed the webinar, feel free to contact us for more information.

In light of the upcoming changes regarding PRIIPs and SFDR, we are hosting a live webinar and we would like to invite you.

The current situation:
EIOPA’s Supervisory Board has recently adopted the revised RTS (Regulatory Technical Standards) for PRIIPs. This results in new compliance requirements and also the PRIIPs KIDs must be provided as of 1 January 2022. At the same time, the SFDR with the Level 1 and Level 2 requirements are to be implemented by 10 March and by the end of 2021 respectively.

Save the date – We are delighted to announce acarda’s participation at this year’s ALFI European Asset Management Conference in March.

We look forward to insightful content reflecting the collective views, opinions, updates and foresights of the asset management sector, including fund selectors, distributors, service providers, regulators and policy speakers, and of course the asset management community itself.

Visit our virtual booth!

Save the date on 15th January 2021

Level 1 of the Sustainable Finance Disclosure Regulation is going live 10 March 21.

Our next webinar is focusing on how acarda delivers an end-to-end turnkey solution to investment managers and insurance companies.

The practice of regulatory reporting is constantly changing. To keep you up to date with the latest developments, we would like to invite you to the first joint update event run by acarda and LPA.

We will present in a concise and practical way, upcoming innovations in regulatory reporting. In parallel working groups you will have the opportunity to take a closer look at specific topics such as MiFID II EMT, Solvency II, CSDR, ESG and SFDR
The moderation and lectures will be held in English.

Take advantage of our Client Event to ensure you start the coming year well informed, and register today.

Save the date – acarda is participating as an exhibitor in this year’s Pensions and Lifetime Savings Association (PLSA) Tech Conference.
During these exciting two days you will be able to take a look at how technology can transform the pension space for the benefiting of pension systems and eventually pension savers.

Visit our virtual booth.

In our second webinar of 2020, acarda experts present a best-practice approach to strategically conducting your regulatory reporting process through an intelligent, scalable and robust data management set-up. Watch the recording here:

In this webinar you will learn how the new CTI industry standard affects transaction cost calculation and data management. You will learn about market trends, read and implement CTI templates and assess next steps.

Financial institutions continue to face a stream of new regulations, which puts pressure on companies’ data management infrastructures. Vast amounts of unstructured data and complex calculations that originate from a multitude of sources must be processed in short time frames in order to comply with these regulations.