News

Written by Daniel Heinisch

LPA Gruppe ist Mitglied der IDC FinTech-Rankings von IDC Financial Insights

Written by LPA

LPA Gruppe ist Mitglied der IDC FinTech-Rankings von IDC Financial Insights

LPA Group stellt neuen Partner zum Ausbau der Schweizer Beratungspraxis ein

Written by LPA

LPA Group stellt neuen Partner zum Ausbau der Schweizer Beratungspraxis ein

Written by Sandro Schmid

Point of View: Sustainable trade finance powered with Distributed Ledger Technology

Written by George Karapetyan

Point of View: Sustainable trade finance powered with Distributed Ledger Technology

Written by LPA

Written by LPA

Written by LPA

Written by LPA

Written by Maria Eneva-Olms

Demokratisierung von KI, NLP und Text Analytics: eine Chance für kleine und mittelgroße Finanzinstitute

Written by George Karapetyan

Demokratisierung von KI, NLP und Text Analytics: eine Chance für kleine und mittelgroße Finanzinstitute

LPA kündigt Partnerschaftsvereinbarung mit UnaVista an

Written by LPA

Vor kurzem hat LPA eine Partnerschaftsvereinbarung mit UnaVista, einer Tochtergesellschaft der London Stock Exchange, bekannt gegeben. Ziel der Allianz ist es, die regulatorische Reporting-Software von UnaVista zu nutzen, um Automatisierungs- und Beratungslösungen im Bereich der MIFIR-Migration und anderen Reporting-Themen anzubieten.

Written by Ayal Leibowitz

Written by LPA

What are the new standards for PRIIPs KIDs, effective July 1st 2022?

Written by LPA

What are the new standards for PRIIPs-KIDs effective July 1st 2022?

Written by LPA

EMIR REFIT: Derivatives Regulation towards harmonization and more proportionality

Written by LPA

EMIR REFIT: Derivatives Regulation towards harmonization and more proportionality

Comparison between UCITS SRRI and PRIIPs SRI

Written by Ayal Leibowitz & Christopher Garner

Comparison between UCITS SRRI and PRIIPs SRI

Intelligent Automation and its part in Financial Transformation

Written by Christopher Garner

This article is a synopsis of recent conversations with banking and asset management clients regarding the projected trajectory of digital transformation in their operations. Maybe not surprising to some is the increasing part that will be played by intelligent automation.

Tech-based capital market transformation since 1999 - Interview with CEO Peter Schurau

Written by LPA

LPA helps Banks, asset managers and other finance institutions reduce their fixed cost base by automating and digitizing their client advisory and regulatory documentation processes, thereby increasing their efficiency, scalability and achieving full compliance. At its headquarters in Frankfurt and at ten other international locations including Tel Aviv, London, Zürich, New York, Paris, Barcelona and Singapore, over 400 technology and capital market experts are now working for a portfolio of international clients.

komuno und LPA digitalisieren Förderportal der Landwirtschaftlichen Rentenbank

Written by LPA

Die beiden Frankfurter Digitalisierungsunternehmen komuno und LPA entwickeln im Auftrag der Land-wirtschaftliche Rentenbank ein Online-Portal für die automatisierte Beantragung und Abwicklung von Zuschuss- sowie Darlehensgewährung an Land- und Forstwirte.

New Whitepaper: Operational Readiness for Green Bond Issuances

Written by LPA

The market for green bonds has rapidly increased over the last years and will continue to grow because the demand for sustainable assets exceeds the supply by far. Issuers usually benefit from lower funding costs and from attracting new investor groups. In turn, green bonds come with additional challenges for issuers. A new whitepaper of our ESG experts describes the aspects of operational readiness for green bond issuances for the Treasury Divisions of banks.

CRR II: Fokus auf Transparenz und neue Standards für Investmentfonds

Written by Gerhard Jovy

CRR II: A focus on greater transparency and enhanced standards for investment funds

AAAccell/LPA und Swisscom kooperieren, um einen vereinfachten Zugang zu Investment Risikoanalysen zu ermöglichen

Written by LPA

AAAccell/LPA und Swisscom kooperieren, um einen vereinfachten Zugang zu Investment Risikoanalysen zu ermöglichen.

Increased transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a more competitive edge

Written by Gerhard Jovy

The regulatory dynamics on the capital market will remain high over the coming years. In 2022, following approval by the European Commission and the European Parliament, the new Regulatory Technical Standards (RTS) for Key Information Documents (KIDs) of Packaged Retail Investment and Insurance-based Products (PRIIPs) with a revised performance calculation and different methods for calculating transaction costs will come into force. At the same time, the second stage of the Sustainable Finance Disclosure Regulation (SFDR) will become effective with the required provision of pre-contractual and annual ESG documents. In order to meet all requirements and maintain a competitive edge in the dynamic regulatory environment despite increased reporting efforts, it is now time for asset managers and their service providers to holistically reconsider their data management and reporting.

LPA verstärkt das Consulting Leadership Team mit Veteranin im Capital Markets Business

Written by LPA

LPA verstärkt das Consulting Leadership Team mit Veteranin im Capital Markets Business

Digital banking and its biggest challenge: Cybersecurity

Written by José Rafael Monagas

It all started in 1994. Back then, Stanford Federal Credit Union became the first bank in the US (and supposedly in the world) to have a presence on the internet; they had launched their website. By then, they had recorded 4 banking transactions over the internet. 27 years later, the banking industry took an astonishing leap: going from allowing customers to pay bills through an internet portal to concentrating all payment methods in our smartphone’s virtual wallet (with the use of NFC1 and other relevant technologies).

Monkey business: Investing strategies stuck in the past

Written by Sandro Schmid

Managing retail or private wealth is woefully behind the curve on tech, says AAAccell founder By Tom Lemmon | 22 March 2021

A complex task for amendment Regulatory Technical Standards on KID approved by ESA

Written by Andrea Korte

Until year end 2021 the manufacturers of structured products, OTC derivatives and UCITS funds and AIF are facing a lot of regulatory work. They are required to identify and implement amended regulatory technical standards (RTS) on the key information documents (KID) for packaged retail and insurance-based investment products (PRIIPs) approved by the European Supervisory Authorities (ESA) on 3 February 2021.

June 2020 Amended PRIIPs RTS: Performance Scenarios for Autocallables

Written by Ayal Leibowitz

In a previous article, we described the changes in the draft amended PRIIPs RTS applicable for structured products. The amended RTS proposal was finally approved by EIOPA’s board and now it is up to the Commission to determine the next step and whether this RTS becomes active by the end of this year.

10 entscheidende Fragen, die dabei helfen können, den perfekten Partner für die digitale Transformation zu finden

Written by Christopher Garner

To digitally transform, or not to digitally transform… is no longer the question. The more noble questions are not the why and when, but the; how, where and with whom.

Neue PRIIPs RTS durch EIOPA bestätigt. Was zu beachten ist

Written by Johannes Waldheim

Nach Verabschiedung der überarbeiteten RTS (Regulatory Technical Standards) für PRIIPs durch die ESMA und die EBA wurden diese nun auch von der EIOPA gebilligt. Damit folgen zum 1. Januar 2022 neue PRIIPs-KIDs mit überarbeiteten Performance- und Transaktionskostenberechnungsmethoden. Die Berechnungsmethoden werden von acarda voll unterstützt. Zudem kann acarda die neuen PRIIPs KIDs zusammen mit den ebenfalls erforderlichen SFDR-Dokumenten erstellen. Sprechen Sie uns gerne für weitere Informationen an.

Ankündigung des Abschlussberichts und des RTS-Entwurfs zu Offenlegungen unter SFDR durch die europäischen Aufsichtsbehörden

Written by Johannes Waldheim

Am 4. Februar 2021 haben die European Supervisory Authorities (ESA) ihren Abschlussbericht zu den Regulatory Technical Standards (RTS) für SFDR veröffentlicht. Daraus ergeben sich einige Neuerungen, die im Compliance Reporting dringend zu beachten sind.

SFDR: Fund Managers must be ready for new regulations by March 10 2021. Will you be compliant?

Written by LPA

LPA RegTech division - acarda upgrades its reporting platform covering SFDR requirements including; scoring, classification and publication.

Automating Legal Document Workflows from Generation to Completion

Written by Christopher Garner

Digital transformation in banking and capital markets transactions is increasingly extending to legal documentation. An area seen by some, probably unfairly, as one of the last bastions resisting the onset of workflow automation. However, to the wise, complex transactions potentially involving many separate internal functions and external parties cannot continue to be manually processed.

How much to hedge and when? HedgePilot - an AI-Based FX-Hedging Tool

Written by Julian Osborne

Global financial markets are flooded with information, opinions and advice on the expected development of currency rates. Those responsible for managing FX exposures suffer from the headache that nobody can predict exchange rate movements dependably in the long-term. Consequently, FX hedging decisions frequently remain based on guesswork. This comes at the cost of forgone participation and unnecessary exposure to currency risk. What if there is a way to deal with the uncertainty of FX markets systematically and safely?

Capital Markets Digital Transformation - Stepping Up the Pace

Written by Christopher Garner

Digital transformation in Banking and Capital Markets has been a ‘thing’ now for quite some years. This article outlines a practical approach for the sector to accelerate that transformation.

acarda & LPA support CyberMentor – Germany’s largest online STEM platform for girls.

Written by LPA

Together with acarda, LPA has made a donation to CyberMentor, an online mentoring platform specifically for girls interested in STEM subjects. The leading providers of innovative SaaS solutions and financial consultancy services are now official sponsors of the online mentoring program that aims to inspire girls to study science, technology, engineering or mathematics.

The emergence of a new model of collaboration between banks and technology providers

Written by Keith O´Brien

The emergence of a new model of collaboration between banks and technology providers

Automatisierung und Effizienzsteigerung bei Back-Office-Prozessen: LPA-Cloud-Lösung unterstützt Commerzbank im Post-Trade-Bereich

Written by LPA

Automatisierung und Effizienzsteigerung bei Back-Office-Prozessen: LPA-Cloud-Lösung unterstützt Commerzbank im Post-Trade-Bereich

Lucht Probst Associates (LPA) migrates to take advantage of Azure innovation and security

Written by LPA

Lucht-Probst-Associates-LPA-migrates-to-take-advantage-of-Azure-innovation-and-security

FinSA - Investor Protection Beyond regulatory requirements of suitability and appropriateness

Written by LPA

Increasing product comparability and transparency requirements for end clients have been one of the key topics under recently revised investor protection regulations.

LPA becomes sponsoring member of Zertifikate Forum Austria

Written by LPA

The European leader in technology-based capital market solutions LPA, Lucht Probst Associates, becomes Zertifikate Forum Austria’s latest sponsoring member

LPA joins SSPA as partner

Written by LPA

The Swiss Structured Products Association (SSPA) welcomes LPA as a new partner member.

EffCom AG verschmilzt mit der LPA-Gruppe

Written by LPA

EffCom AG verschmilzt mit der LPA-Gruppe

LPA adds RegTech market leader Acarda to group

Written by LPA

Acarda, the Regtech asset management specialist for integrated, regulatory and automated data management and reporting solutions joins LPA Group

CSA Management: One of the most underrated aspects of the IBOR transition?

Written by Maximilian Beckmann

IBOR transition, collateralization amendment for OTC derivatives. PAI, implicitly discounting

Juni 2020 Entwurf: überarbeiteter RTS zu PRIIPs - Welche Aussagen über Strukturierte Produkte sind enthalten?

Written by Ayal Leibowitz

PRIIPs RTS solutions from LPA. Packaged Retail and Insurance-based Investment Products

komuno bekommt Zuwachs – Susan Niederhöfer übergibt Staffelstab an Thomas Eitenmüller

Written by LPA

komuno bekommt Zuwachs –Susan Niederhöfer übergibt Staffelstab an Thomas Eitenmüller

Buy Side-Offensive: LPA-Gruppe holt Experte Zoran Strbenac an Bord und erweitert Portfolio für Vertriebsseite im Privatkundengeschäft

Written by LPA

LPA appoints buy-side expert Zoran Strbenac as Sales Client Director DACH driving forward #CapTech services to banks and asset managers

Geistesblitz 20/06

Written by LPA

Temporary liquidity relief in the Corona crisis using a Step-Up Swap. Geistesblitz the German for Brainstorm

Geistesblitz 20/06 DE

Written by LPA

Temporäre Liquiditätsentlastung in der Corona-Krise durch einen Zinsstufen-Swap

Shaping the future of CapTech: LPADoc turns into CAPMATIX

Written by LPA

Shaping the future of CapTech: LPADoc evolves to CAPMATIX leading workflow and document automation

PRIIPs methodology in light of COVID-19 pandemic – Does it deliver? PART 2

Written by Ayal Leibowitz

Comparing actual performances of several equity indices, equity ETFs and oil during the COVID-19 crisis with the PRIIP KIDs’ Stress Scenarios.

PRIIPs methodology in light of COVID-19 pandemic – Does it deliver?

Written by Ayal Leibowitz

PRIIPs regulation aims to help investors understand investment products behaviour and support comparison with other investment products.

Automatisierte, regulatorische Reportings für Asset Manager und Versicherungen: LPA-Gruppe kooperiert mit RegTech-Spezialist acarda

Written by LPA

Automatisierte, regulatorische Reportings für Asset Manager und Versicherungen: LPA-Gruppe kooperiert mit RegTech-Spezialist acarda

Automated regulatory reporting for asset managers and insurance companies: LPA Group cooperates with RegTech specialist Acarda

Written by LPA

Automated regulatory reporting for asset managers and insurance companies: LPA Group cooperates with RegTech specialist Acarda

Geistesblitz 20/03 DE

Written by LPA

Termingeschäft mit bedingter Kursverbesserung. Geistesblitz the German for Brainstorm

Geistesblitz 20/03

Written by LPA

Step-Up Forward. Geistesblitz the German for Brainstorm from the CapTech creators

CapTech identity: New brand identity for the LPA Group

Written by LPA

LPA unveils new brand identity positioning as a global leader in CapTech. #CapTech

Per Webportal zum kommunalen Förderkredit: Partnerschaft mit Digitalplattform komuno optimiert Vergabe von Fördermitteln für Kommunen

Written by LPA

Municipalities in Nordrhein-Westfalen receive additional digital access to development loans from NRW.BANK. Komuno

CapTech-Welle erreicht die Schweiz: LPA-Gruppe eröffnet Dependance in Zürich

Written by LPA

Nach der Akquisition des Schweizer FinTechs AAAccell Anfang des Jahres baut die LPA-Gruppe ihre Präsenz in der Schweiz weiter aus

Renommiertes Züricher FinTech/DeepTech Start-up AAAccell wird Teil der Frankfurter LPA-Gruppe

Written by LPA

LPA acquires multi-award-winning Swiss FinTech start up AAAccell (pronounced Excel)

Zinsoptimierung eines KfW-Darlehens

Written by LPA

Interest rate optimization. LPA Geistesblitz the German for Brainstorm

Capital Market Partners (CMP) Kopenhagen heißt zukünftig LPA Nordics

Written by LPA

LPA-Gruppe, Frankfurt/M., schließt Übernahme und Integration des dänischen Technologieunternehmens mit Umbenennung ab

LPA und Finance Active bündeln ihre Aktivitäten im Bereich Schuldenmanagement und gründen das Joint Venture Verifino

Written by LPA

LPA, leader in capital market technology and Finance Active, leader for optimising debt and financial risk management announce joint venture, Verifino.

Ravit Levanon Named As Geo Lead Of The Israel Office

Written by LPA

Ravit Levanon leads LPA in Israel. Modelity is part of the LPA Group CapTech shalom

komuno – Die digitale Plattform für Kommunalkredite jetzt auch für Österreich

Written by LPA

FRC – Finance & Risk Consult GmbH und komuno GmbH starten Partnerschaft

Update on the Swiss regulation FinSA (FIDLEG)

Written by LPA

Swiss Financial Services Act KID, Prospectus, Cost Reporting. CapTech LPA

Internationale Auszeichnungen: CapTech-Lösungen der LPA Gruppe gewinnen Innovations- und RegTech-Awards in Skandinavien und Asien

Written by LPA

LPA wins awards for “Best RegTech Solution” in Asia, “Best KIDS and PRIIPs Provider” and “Best Pricing and Risk Analytics Provider” in Scandinavia

Bündnis für digitale Fördermittel-Beantragung: komuno und IKOR vereinfachen Antragsstellung für Kommunen und Förderbanken

Written by LPA

Die komuno GmbH und die IKOR AG arbeiten bei der Digitalisierung von Fördermittel-Anträgen über die Kommunalplattform komuno eng zusammen.

LPA: robo-advisory is the missing piece of the puzzle to grow the pie

Written by LPA

LPA interview with SRP. Stefan Lucht captech founder discusses; structured products, capital markets knowledge, Mifid 2

CFA Lecture: IBOR Transition

Written by LPA

CFA Lecture

Geistesblitz 09/19

Written by LPA

Forward-Swap with flexible notional: “Flexi-Swap”. Geistesblitz the German for Brainstorm

Gemeinsam für die digitale Transformation der Kapitalmärkte: EffCom AG wird Teil der LPA-Gruppe

Written by LPA

Lucht Probst Associates (LPA) akquiriert traditionsreiches baden-württembergisches Technologieunternehmen

CapTech-Zukauf in Tel Aviv: LPA übernimmt Modelity Technologies

Written by LPA

Lucht Probst Associates (LPA) erwirbt 100% der Anteile an Modelity, einem führenden israelischen Tech-Unternehmen für die Finanz- und Kapitalmarktindustrie

Seminare der LPA Academy 2019

Written by LPA

IBOR Transition. Thought Leadership from LPA group the CapTech creators

Geistesblitz 07/19

Written by LPA

USD interest optimization “Cancellable Double-Swap”. Geistesblitz the German for Brainstorm

LPA setzt seine Wachstumsstrategie fort – Ausbau des Skandinaviengeschäfts durch Übernahme des dänischen Unternehmens Capital Market Partners (CMP)

Written by LPA

Lucht Probst Associates continuous to implement its CapTech growth strategy

LPA eröffnet Büro in Paris und verpflichtet Thomas Geist, ehemals Leiter der Geschäftsentwicklung der Deutschen Bank

Written by LPA

LPA opens office in Paris. Thomas Geist LPA CapTech Createur et Innovateur

Geistesblitz 05/19

Written by LPA

Shout Forward. Geistesblitz the German for Brainstorm from the CapTech creators

Der neue europäische Overnight-Zinssatz

Written by LPA

A complicated transition of the new European Overnight rate. LPAPerspectives

Geistesblitz 03/19

Written by LPA

USD interest hedge with “CombiSwap” Geistesblitz the German for Brainstorm

Seminare der LPA Academy 2019

Written by LPA

IBOR-Reform Seminar. Thought Leadership from LPA the #CapTech creators

Benchmark-Reform: Der Weg in eine neue Zinswelt

Written by LPA

Benchmark reform into a new interest world. LPA Advisory and Consulting

Vertrags- und Fallback-Management

Written by LPA

Die IBOR-Reform und die daraus resultierende Umstellung auf ein neues System von Referenzzinssätzen

Geistesblitz 02/19

Written by LPA

5-jährige Sicherung eines Höchstzinssatzes durch den „Zinscap mit bedingter Prämie“

Swiss perspective on IBOR Transition

Written by LPA

IBOR Transition in Switzerland, Suisse, Schweiz. LPA beratend, advisory

Verschiebung der EU BMR Deadline 31.12.2019

Written by LPA

LIBOR und EURIBOR - Werden die jüngsten Entwicklungen das Ende bedeuten?

Geistesblitz 01/19

Written by LPA

3-jährige Durchschnittssicherung durch ”Serien-Devisensicherung mit beschränktem Mindestkurs”

Kommunalkreditplattform komuno nun für alle Bankinstitute verfügbar

Written by LPA

Kommunalkreditplattform komuno nun für alle Bankinstitute verfügbar. From LPA Group