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.
If this topic is of interest to you, please contact us directly and we will be happy to provide more information.
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 looking forward to participating in next year’s funds excellence congress 2022 as a sponsor and exhibitor. The congress will focus on the three forums Multi Asset, Digital Solutions and Liquid Alternatives & Absolute Return. The format guarantees direct knowledge transfer to decision-makers from the professional asset management sector and close contact with visitors, both virtually and analogue.
Visit us at our booth.
We are looking forward to meeting you!
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 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:
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.
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.
Following our webinar on how to implement the new Cost Transparency Initiative (CTI) template framework, we held a highly practical half-day workshop in London. Together with the PLSA and The Investment Association (THEIA), we provided an update of the current status of CTI to the industry. We also showed an implementation approach based on the “arep” regulatory reporting platform and demonstrated how to develop a strong CTI reporting strategy. If you were not able to attend, please contact us to learn more on how to gather and produce the new CTI/ICT data standard templates agreed with FCA, PLSA and THEIA.
Um an unserem Webinar <Webinar Titel> am <XX. Monat >dabei zu sein, melden Sie sich einfach über dieses E-Mail-Formular an: