This innovative solution offers multiple benefits to insurers and asset managers, whether or not they are CACEIS clients. Insurers who sign up for TEEPI create their own network for collecting Tripartite files (TPT) from their asset managers, all within a secure environment. Meanwhile, asset managers’ TEEPI profile allows them to be visible to the institutional investors on the platform and are able to post their data, free of charge, on TEEPI.

Benoît Cuingnet, Head of Securities Back Office of AG2R La Mondiale, said: “Compliance with a market standard template is ensured through built-in controls within TEEPI. We no longer have to worry about data collection, and can now devote our resources to using the data effectively."

Pierre Baudard, Global Chief Operating Officer at Rothschild & Cie Gestion, added: “We are always on the lookout for appropriate solutions so that we can better meet the needs of our clients. By accepting the general terms and conditions, asset management companies and their institutional clients may, if they wish, avoid having to sign non-disclosure agreements. This innovative solution enables us to monitor the secure distribution of our Solvency II files.”

Joe Saliba, Deputy Chief Executive at CACEIS, commented, “TEEPI is a unique solution on the market, responding to our clients’ obligation to produce a growing number of reports required by regulatory authorities. We are especially proud to serve the interests of institutional investors and asset management companies outside our base of clients, since the platform is accessible to all players on the local market.”