AAAccell/LPA und Swisscom kooperieren, um einen vereinfachten Zugang zu Investment Risikoanalysen zu ermöglichen
AAAccell/LPA und Swisscom kooperieren, um einen vereinfachten Zugang zu Investment Risikoanalysen zu ermöglichen.
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Increased transparency for PRIIPs KIDs: Holistic and automated reporting reduces costs and gives clients a more competitive edge
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.
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LPA verstärkt das Consulting Leadership Team mit Veteranin im Capital Markets Business
LPA verstärkt das Consulting Leadership Team mit Veteranin im Capital Markets Business
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Digital banking and its biggest challenge: Cybersecurity
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).
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Monkey business: Investing strategies stuck in the past
Managing retail or private wealth is woefully behind the curve on tech, says AAAccell founder
By Tom Lemmon | 22 March 2021
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A complex task for amendment Regulatory Technical Standards on KID approved by ESA
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.
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June 2020 Amended PRIIPs RTS: Performance Scenarios for Autocallables
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.
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10 entscheidende Fragen, die dabei helfen können, den perfekten Partner für die digitale Transformation zu finden
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.
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Neue PRIIPs RTS durch EIOPA bestätigt. Was zu beachten ist
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.
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Ankündigung des Abschlussberichts und des RTS-Entwurfs zu Offenlegungen unter SFDR durch die europäischen Aufsichtsbehörden
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.
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SFDR: Fund Managers must be ready for new regulations by March 10 2021. Will you be compliant?
LPA RegTech division - acarda upgrades its reporting platform covering SFDR requirements including; scoring, classification and publication.
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Automating Legal Document Workflows from Generation to Completion
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.
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How much to hedge and when? HedgePilot - an AI-Based FX-Hedging Tool
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?
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Capital Markets Digital Transformation - Stepping Up the Pace
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.
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acarda & LPA support CyberMentor – Germany’s largest online STEM platform for girls.
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.
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