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Broadridge launch Broadridge Investor Insights
25 March 2024
Global Reporter Jack McRae

Issuers can use built-in Artificial Intelligence on Broadridge Investor Insights to help identify opportunities for increased investor engagement in the voting process

Adapa Advisory appoints Delman
21 March 2024
UK Reporter Bob Currie

Providing advisory services for pension fund trustees and executives, Adapa indicates that Margaret Delman brings an extensive knowledge of pensions investment and operational governance to the role

Broadridge announce record number of class action securities ‘mega-settlements’
15 March 2024
US Reporter Jack McRae

Globally, 15 separate class actions valued at over US $100 million each settled in 2023

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Circulate Capital appoints SS&C as fund administrator
07 March 2024
Singapore Reporter Jack McRae

Founded in 2018, Circulate Capital aims to advance the circular economy, fight climate change and prevent the flow of plastic waste into the ocean in high-growth markets

SIX and Greenonomy launch SME sustainability solution
22 February 2024
Switzerland Reporter Lucy Carter

The launch follows the December 2023 partnership between SIX and Greenonomy, and provides global banking clients a view of their SME clients’ sustainability performances

Preqin and Impact Institute partner on ESG data solution
21 February 2024
UK Reporter Lucy Carter

The firms will provide asset-level impact data for the enhancement of deal origination workflows and insight into investment portfolio impacts in the private capital markets

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HANSAINVEST and Clarity AI partner on sustainability services
30 January 2024
Germany Reporter Lucy Carter

Through the partnership, fund managers associated with the ManCo will gain access to comprehensive analysis and regulatory compliance tools. They will also be able to choose from a curated list of ESG providers

Pat Sharman leaves Caceis
26 January 2024
UK Reporter Lucy Carter

Pat Sharman has left Caceis after a four-year tenure as country managing director for the UK

Features
Full feature search for "ESG"
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Beyond the surface

After the FCA introduced a new anti-greenwashing rule, Jack McRae speaks to members of the asset servicing industry to assess its potential impact and the future steps required for sustainability

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Asset servicing in South Africa

With elections, greylisting, and global geopolitical turmoil as its backdrop, Sifiso Ndala, Mark Kerns and Gregory Naicker discuss the impact on the South African asset services

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Keeping a record

Klea Neza sheds light on the importance of transfer agencies and explores how vital technology is to a transfer agent’s work

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Innovation is key

Jack McRae speaks to a number of European fund administrators on how they are addressing some of the challenges facing the industry

Interviews
Full interview search for "ESG"
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Noah Wortman
NRW Consulting

Looking at the trends in corporate governance, ESG regulations, and jurisdictional legislative variations, Noah Wortman, founder and CEO of NRW Consulting, talks to Justin Lawson about group claim lawsuits

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Trip Chong
Broadridge

Trip Chong, senior director for global class actions at Broadridge, speaks to Justin Lawson about the current and future trends in securities litigation

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Lelanie Marais and Julia Bricker
WTax

WTax’s Lelanie Marais and Julia Bricker discuss the obstacles and fortuity of the WHT landscape, and what the FASTER directive will mean for European participants in particular

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Robert Bluhm
Universal Investment

Following on from its ‘Best ESG Initiative’ win at AST’s Industry Excellence Awards, Universal Investments’ Robert Bluhm talks to Lucy Carter about what makes the company’s ESG offerings stand out

Country profiles
Full country profile search for "ESG"
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Europe

As the sector continues to innovate Martin Bock, Ramy El Houayek, Melanie Herbert, Michael Johnson, and David Rochford discuss the challenges and future developments facing fund services in Europe

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Channel Islands

Lucy Carter takes a look at how the Channel Islands have fared after a globally challenging year, and what the jurisdictions are doing to prepare for the future of financial services

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Guernsey

Guernsey has long been a popular destination for financial services companies to domicile funds, attract clients and conduct operations — something that looks set to continue

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Canada

The Canadian market is buoyed by its strength, stability and transparency. In addition, Canada still holds on to its fundamental character for which it is recognised globally, outlines CIBC Mellon’s Richard Anton

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