Fund Service Suite

Directive on the rights of shareholders

Regulation 1286/2014 on key information documents for Packaged Retail and Insurance-based Investment Products.

Directive 2011/61/EU of the European Parliament and the European Council on alternative investment fund managers.

ETF LINK: A comprehensive range of ETF fund services Platform of tailor-made solutions and services aimed at promoting ETF distribution.

How does SGSS support asset managers? Asset managers have to deal with a full range of issues including performance analysis, optimized distribution strategy and strong regulatory constraints. Therefore there is a continual need for structuring, analytical and operational support all across the value chain.

Distribution is a critical consideration for those wishing to market their hedge funds into Europe. But regardless of whether that fund is UCITS-compliant or an AIF, the continuous evolution of European regulation means that managers have to stay one step ahead, and evaluate just how much of an impact it will have on their marketing distribution strategies. ...

For post-trade services, distributed ledger technology (DLT) is more of a promise than a reality. There are some ideas about how the technology can change the picture at the transaction and post-trade level, but so far no one has demonstrated it is a viable solution to cover the complete securities processing lifecycle.

AG2R-LA-MONDIALE has been entrusted by its stakeholders with integrating ESG criteria in its investment process, developing a range of sustainable investment solutions and with managing a growing portion of their assets according to ESG. AG2R-LA-MONDIALE’s ESG/SRI strategy is structured around seven principles and two sets of sustainable objectives adopted in...