News – Calastone

Active equity funds and property were the big losers in 2019, suffering unprecedented outflows, while passive funds were the big winners

2019 saw very mixed fortunes for the UK funds industry, according to the Fund Flow Index (FFI) from Calastone, the largest global funds network. Of the four main asset classes, ...

Published / 24 Jan 2020

December 2019 sees largest ever inflow into UK equity funds thanks to Conservative Party’s landslide election victory

A dramatic turnaround in confidence saw UK investors pour more capital back into equity funds in December 2019 than at any other time in the last two years, according to ...

Published / 07 Jan 2020

Calastone builds scale for reporting solution that reconciles investor holdings across funds and platforms

OneVue connects to Calastone’s Reporting solution, enabling its 42 fund manager clients to seamlessly issue statements to platforms on the network via one single file format

Published / 09 Dec 2019

UK general election campaign drives strong inflows to UK equity funds, but Labour manifesto spooked investors

Equity funds enjoyed their strongest inflows of 2019 in November following months of pessimism, according to the latest Fund Flow Index from Calastone, the largest global funds network. UK equity ...

Published / 05 Dec 2019

Brexit deal drives flurry of optimism among investors, but sentiment remained fragile in October

A flurry of optimism meant investors hit the pause button on their flight from equity funds in October, according to the latest Fund Flow Index (FFI) from Calastone, the largest ...

Published / 06 Nov 2019

Global investment funds poised for disruption as millennials place trust in big techs

Research released by Calastone, the largest global fund network, reveals that half of millennials would, if it was offered, purchase investment products through a well-known technology company (e.g. Google, Apple, ...

Published / 23 Oct 2019

Calastone appoints Dan Kramer as Vice Chairman to lead American expansion

Calastone, the global funds network, today announces the appointment of Dan Kramer as Vice Chairman, to be based in the firm’s New York office.

Published / 16 Oct 2019

Australian millennials prioritise long term returns over ethical causes when choosing funds, Calastone study reveals

A global study released by Calastone, the largest global funds transaction network, has found that Australian millennials place greatest emphasis on long term returns and fees when choosing investment funds, ...

Published / 09 Oct 2019

Active equity funds suffer worst ever outflows in Q3, beaten hands down by index funds, and investors continue flight to safety

Active equity funds notched up a record fourth consecutive quarter of outflows in Q3, putting them comfortably on track for their worst year ever for 2019. An unprecedented £3.5bn flooded ...

Published / 03 Oct 2019

Plunging investor confidence pushes August fund flows to near three-year lows, and both equity and property funds see strong outflows

Flows into UK-based funds slumped to their second-lowest level in three years in August. Across all asset types, inflows were down, or there were outright outflows - overall UK investors ...

Published / 04 Sep 2019

Investors rush for the exit as no-deal Brexit looms, while offshore havens see strong inflows

Political upheaval in the UK and the sharply rising likelihood of a no-deal Brexit caused a dramatic outflow of capital from equity funds in July. UK investors rushed to sell ...

Published / 07 Aug 2019

Calastone study reveals Hong Kong millennials prioritise long-term returns and low fees above ethical investing

Calastone, the largest global funds transaction network, today releases a study revealing that, despite recent hype, environmental, social and governance (ESG) investing is not as significant for young investors as ...

Published / 25 Jul 2019

Calastone appoints James Donaldson as Chief Financial Officer

Calastone, the global funds transaction network, today announces the appointment of James Donaldson as Chief Financial Officer.

Published / 16 Jul 2019

Index funds celebrate record inflows, while active managers suffer record outflows

Equity index funds enjoyed record net inflows of capital in the second quarter of 2019. Meanwhile, by contrast, active funds suffered record outflows. Between March and June, a net £2.1bn ...

Published / 04 Jul 2019

Calastone study reveals returns and fees are the investment priorities for millennials not ethical investing

Research released today by Calastone, the largest global fund transaction network, reveals that investing in environmental, social and governance (ESG) causes are not as high on the agenda for the ...

Published / 18 Jun 2019

Rising global risks cause investor flight to safety, but UK equity funds buck the trend

In May, bad share prices made relatively little impact on investors, but mainly because buyers have been on strike now for months. Having shunned equity funds for six months in ...

Published / 06 Jun 2019

Calastone goes live with world’s largest financial services community on blockchain

Calastone, the largest global funds transaction network, today announces the successful go-live of its blockchain Distributed Market Infrastructure (DMI).

Published / 20 May 2019

Calastone Launches Market Insights Tool in Asia for More Timely Access to Fund Data

• Calastone launches ‘Market Insights’, as Asia fund managers seek a greater insight into rapidly changing fund markets and investor preferences. • Providing the most readily available data in the marketplace, ...

Published / 15 May 2019

Calastone adds OneVue, Mainstream and over 30 fund managers for faster, safer transfers processing

Calastone’s transfers participants and volumes treble over last 12 months

Published / 13 May 2019

Inflows into bonds rise as risk-averse investors shun equities for safer investments

In April, rising share prices since the beginning of the year have done little to ignite investor enthusiasm for equity funds. Investors added a mere £62.7m to their equity fund ...

Published / 09 May 2019

Brexit drives £62bn offshore as UK fund investors flee to Dublin and Luxembourg

UK investors have moved a net £62bn of their fund investments outside the UK since the Brexit referendum in June 2016, according to the latest Fund Flow Index (FFI) from ...

Published / 10 Apr 2019

Buyers of equity funds sit on their hands for fourth month, but UK-focused funds buck the trend

In March, the buyers' strike among investors in equity funds continued, with investors adding a net of just £74m to their equity fund holdings, resulting in an FFI: Equity of just ...

Published / 04 Apr 2019

Calastone appoints David Zwirn as Managing Director, Head of UK & Ireland Sales and Relationship Management

Calastone, the largest global funds transaction network, today announces the appointment of David Zwirn as Managing Director, Head of UK & Ireland Sales and Relationship Management. David joins from global ...

Published / 03 Apr 2019

Investors sell out of equity funds for the first time in over two years

This past month saw equity funds see the first net outflows in more than two years, driven by heavy selling of European funds as economic news from the eurozone deteriorated. ...

Published / 07 Mar 2019

Fund flows turn positive in January, but underlying trend is weak with ongoing uncertainty directing £57bn of funds offshore

Uncertainty over economic prospects and geopolitical events is continuing to discourage investors from committing new capital to funds and the extreme financial market volatility that also results from this uncertainty ...

Published / 11 Feb 2019

Calastone Enables China-Hong Kong Connectivity for BEA Union Investment Funds Transaction

Calastone, the global fund transaction network, today announced that it is enabling fund transactions for BEA Union Investment Management Limited (“BEA Union Investment”), under the Mutual Recognition of Funds (“MRF”) ...

Published / 09 Jan 2019

2018 sees fund inflows fall by a third, with December the worst month since October 2016

In December, high volatility in global markets kept investors away and Q4 2018 was the weakest quarter since 2016, with 2018 inflows falling by a third year-on-year.

Published / 07 Jan 2019

Fund inflows bounce back in November, but investors are skittish

November has been a good month for fund flows, but volatility is on the up and we expect this quarter to see some of the lowest fund inflows since 2016. ...

Published / 10 Dec 2018

Calastone launches world-first blockchain powered global funds marketplace in May 2019

Calastone, the global fund transaction network, today announces that its entire global network of more than 1, 700 financial organisations, across 40 global markets, will be migrated to blockchain in ...

Published / 03 Dec 2018

UK investors take fright at volatile markets, while Brexit drives surge in flow of funds offshore

UK investor confidence fell to its lowest level in two years in October as falling share prices spooked investors, according to the new Fund Flows Index (FFI) from Calastone, the ...

Published / 12 Nov 2018

Calastone wins Asset Servicing Technology Vendor of the Year at the Custody Risk Awards 2018

Calastone, the global funds transaction network, today announced that it has won Asset Servicing Technology Vendor of the Year at the Custody Risk Awards 2018.

Published / 09 Nov 2018

Calastone wins ‘Best Thought Leadership Paper’

Calastone, the global funds transaction network, has been recognised for ‘Best Thought Leadership Paper’ at the 2018 Investment Week Fund Services Awards.

Published / 03 Oct 2018

Calastone launches fully automated dividend processing solution to enhance customer and investor experience

Calastone, the global funds transaction network, today announces the launch of Calastone Dividends, the company’s automated dividend event processing solution. The solution significantly reduces the risk and inefficiency associated with ...

Published / 18 Jul 2018

Calastone donates to global IT charity Computer Aid after fundraising at Fund Forum International

Calastone, the global funds transaction network, today announces their gift of €5, 000 to charity ComputerAid.

Published / 21 Jun 2018

Calastone celebrates ten years digitising the trading of mutual funds

Calastone, the global funds transaction network, today celebrates its ten year anniversary, having also processed its 300 millionth message earlier this month.

Published / 22 May 2018

Calastone study reveals increase in technologists within FTSE executive leadership teams

Calastone, the global funds transaction network, has today announced the results of its study which examines the composition of leading UK firms in the current FTSE 100 and 250, focusing ...

Published / 18 Apr 2018

Calastone wins Tech Tour Innovation Award 2018

Calastone, the global funds transaction network, has been honoured as a leading technology innovator, having been awarded the Tech Tour Innovation Award, recognised for its technology-led innovation for the global ...

Published / 23 Mar 2018

Calastone ranked in the Tech Tour Growth 50 for fourth year running

Calastone, the global funds transaction network, today announced that it has been ranked in the 2018 Tech Tour Growth 50.

Published / 13 Mar 2018

Calastone forecasts over £1.9bn savings for the mutual funds market in move to blockchain

Research from Calastone forecasts more than £1.9bn worth of potential cost savings for the global mutual funds market as a result of moving to a blockchain-enabled distributed market infrastructure.

Published / 22 Feb 2018

Calastone to bring mutual funds market onto blockchain in 2019

Calastone, the global funds transaction network, today announces that the technology underpinning the core of Calastone’s global transaction network will be migrated onto a full blockchain-enabled infrastructure.

Published / 03 Dec 2017

Aberdeen Standard Investments fund offerings now live with Calastone Settlements service

Calastone, the global fund transaction network, today announces that Standard Life Investments (SLI) is live on Calastone’s innovative, automated funds settlement solution.

Published / 23 Nov 2017

Calastone named ‘Best Technology Provider’

Calastone, the global funds transaction network, has been recognised as the ‘Best Technology Provider’ at the 2017 Investment Week Fund Services Awards for the small to medium business category.

Published / 05 Oct 2017

Calastone appoints Henning Swabey as Head of Continental Europe

Calastone, the global funds transaction network, today announces the appointment of Henning Swabey as Managing Director and Head of Continental Europe. Swabey joins from RBC and will be responsible for ...

Published / 02 Oct 2017

Calastone strengthens management team with appointment of Stephen Mohan as Chief Operating Officer

Mohan will assume responsibility for managing the UK and European business as well as leading global operational functions including product development and service delivery.

Published / 18 Sep 2017

Technologists under-represented in leadership positions: Calastone study

While technologists in executive leadership roles at ASX and NZX firms have more than quadrupled in five years, they remain under-represented in over half of firms.

Published / 13 Aug 2017

Citywire beats Northern Trust 2-1 in annual Calastone charity five-a-side football trophy

In its seventh year, and thanks to the generosity of the UK asset management industry, the tournament has now raised over £82, 000 for worthwhile causes

Published / 07 Jul 2017

Calastone successfully completes first phase of blockchain distributed market infrastructure PoC for the global funds industry

Global funds transaction network and Future50 FinTech pioneer seeks to further reduce frictional cost of trading mutual funds, from fund manufacturer to end investor, by placing marketplace on a blockchain. ...

Published / 12 Jun 2017

Calastone research: Hong Kong lags behind Singapore in number of technologists in leadership positions

Calastone, the global funds transaction network and fintech company, today launched a whitepaper examining the readiness of companies in Asia to address the growing influence of disruptive new technologies such ...

Published / 11 May 2017

Calastone reaches 200 million messages milestone on transaction network

Calastone, the global transaction network, announced today the milestone that 200 million messages globally have now passed across its network. This demonstrates the fund industry’s continued adoption of automated processing ...

Published / 29 Mar 2017

Calastone ranked in the Tech Tour Growth 50 for third year running

Calastone, the global funds transaction network, today announced that it has been ranked in the 2017 Tech Tour Growth 50.

Published / 15 Feb 2017

Calastone brings faster, safer in-specie transfers to the Australian funds market

Calastone, the global funds transaction network, today announced a new automated solution to support a faster, safer and more efficient transfer of clients’ managed funds holdings across platforms.

Published / 02 Feb 2017

Calastone research shows rise of technologists at board level

Calastone, the global fund transaction network has today launched a new whitepaper, “The accelerating power of technology: lessons for the future of fund distribution.”

Published / 16 Nov 2016

Calastone strengthens China-Hong Kong market link by enabling direct connectivity with Shenzhen Securities Communications Co

A landmark step-forward in directly connecting China’s investment market to international investors and a reflection of ongoing appetite for cross-border investments.

Published / 29 Sep 2016

Calastone Transaction Network achieves 10,000 global trading links milestone

Calastone, the global funds transaction network, has today announced that it has reached a significant milestone in its global expansion, with its network now providing over 10, 000 trading links ...

Published / 21 Sep 2016

Calastone ranked in Sunday Times Hiscox Tech Track 100 programme for third year running

Calastone, the global funds transaction network, today announced that it has been listed in the Sunday Times Hiscox Tech Track 100.

Published / 11 Sep 2016

State Street Global Advisors wins annual charity five-a-side football trophy

24 teams from the UK fund management industry raise £12, 500 for Make-A-Wish® UK.

Published / 24 Jun 2016

Calastone hosts sixth annual five-a-side charity football tournament

15 June 2016 – 8am LONDON: Calastone, the global funds transaction network, today announced it is hosting the sixth annual Funds Industry Football Charity Shield in aid of Make-A-Wish® UK, ...

Published / 15 Jun 2016

Calastone expands to New Zealand, processes first transactions

Calastone, the global fund transaction network, has expanded into New Zealand, bringing critical infrastructure to support smoother transaction flow across Australasia.

Published / 16 May 2016

Hargreaves Lansdown goes live with Calastone Settlement Service

Calastone, the global funds transaction network, today announced that Hargreaves Lansdown has gone live with Calastone Settlements, its innovative funds settlement solution.

Published / 27 Apr 2016

Calastone ranked in the Tech Tour Growth 50 for second year running

Calastone, the global funds transaction network, today announced that it has been ranked in the 2016 Tech Tour Growth 50.

Published / 17 Mar 2016

Calastone launches Data Services – a unique global fund distribution solution

Calastone, the global funds transaction network, today announced the launch of Calastone Data Services, a global market intelligence solution offering fund managers detailed insight and transparency into their global fund ...

Published / 24 Feb 2016

Calastone targets scale and growth with new Australian Business Development Director

Calastone, the global fund transaction network, has appointed Tony Nejasmic as Director of Business Development for Australia and New Zealand.

Published / 25 Jan 2016

Calastone celebrates four years in Australia with 45 billion in funds transacted over network

Calastone, the global funds transaction network, today announced it now has over 700 funds transacting over its network in Australia with the value of funds transacted to date in excess ...

Published / 24 Nov 2015

Investec Wealth & Investment Goes Live with Calastone Transfer Service

Calastone, the global funds transaction network, today announces that Investec Wealth & Investment, one of the UK’s largest private client wealth management firms, has gone live with Calastone’s recently launched ...

Published / 24 Nov 2015

Calastone wins Asset Servicing Technology Vendor of the Year at the Custody Risk European Awards 2015

Calastone, the global funds transaction network, today announced that it has won Asset Servicing Technology Vendor of the Year at the Custody Risk European Awards 2015.

Published / 16 Nov 2015

Asgard joins the Calastone network, completing automation for BT Financial Group

Calastone, the global funds transaction network, today announced the successful implementation of Asgard, completing its services across BT Financial Group encompassing BT Wrap, Asgard and Panorama platforms.

Published / 09 Sep 2015

Calastone ranked in Sunday Times Hiscox Tech Track 100 programme for second year running

Calastone, the global funds transaction network, today announced that it has been listed in the Sunday Times Hiscox Tech Track 100.

Published / 04 Sep 2015

netwealth goes live with new Calastone tax distribution statements

Calastone, the global funds transaction network, today announced the successful implementation of its new automated distribution service with netwealth among the first adopters.

Published / 11 Aug 2015

Calastone appoints new Head of UK Business Development

Calastone, the global funds transaction network, announced the appointment of Rob Swan to lead their UK Business Development team. This senior appointment further underlines Calastone’s commitment to driving stronger and ...

Published / 15 Jul 2015

Calastone celebrates its 100 millionth message on the network

Last week, the Calastone network carried its 100 millionth message. This is a significant step for Calastone and the global funds industry. It demonstrates how successful the network has been ...

Published / 14 Jul 2015

Calastone underlines its commitment to providing global market coverage with signing of Danish life and pension company AP Pension

Recognising the exponential increase in the automation of transactions within the global funds industry, Denmark-based AP Pension has selected Calastone, the global funds transaction network, to provide its order routing ...

Published / 16 Jun 2015

Schroders signs up to the Calastone Net Payments Hub

Calastone, the global funds transaction network, today announced that Schroders, the global asset management company, is now a participant of the Calastone Net Payments Hub, the STP settlement service offering ...

Published / 02 Jun 2015

FundBPO live on Calastone’s global fund transaction network

Australia’s largest independent fund administrator, FundBPO, has joined Calastone, the global fund transaction network.

Published / 26 May 2015

Calastone celebrates five years of five-a-side football

This year’s Funds Industry Football Charity Shield to take place on 21st May

Published / 11 May 2015

Calastone expands Middle East coverage by connecting NBAD

Calastone, the global transaction network for the funds industry, today welcomed the National Bank of Abu Dhabi (NBAD) Global Asset Management to its global order routing community.

Published / 24 Mar 2015

Calastone extends coverage to Swedish market by on-boarding Wassum Securities

Calastone, the global funds transaction network, today celebrated its expansion into the Nordic market by announcing that Wassum Securities, the Swedish firm that has won the Nordic Prize of best ...

Published / 10 Feb 2015

Perpetual Corporate Trust joins Calastone’s global transaction network

Calastone, the global transaction network for the managed fund industry, is pleased to announce Perpetual Corporate Trust is now live on the global Calastone network.

Published / 28 Jan 2015

James Hay Partnership live on Calastone’s global fund transaction network

Calastone, the global funds transaction network, today announced that James Hay Partnership, the platform for retirement wealth planning, is now live on the global Calastone network.

Published / 27 Jan 2015

RARE Global Infrastructure Funds available on Calastone’s network

Calastone automates single-to-many cross-border fund messaging.

Published / 25 Nov 2014

Calastone appoints Cristóbal Conde as Chairman of the board

Cristóbal Conde takes a more prominent role in the Calastone business.

Published / 17 Nov 2014

Yuanta Securities go live on Calastone network

Calastone automation of funds in Taiwan continues to grow

Published / 11 Nov 2014

OneVue taps into Calastone network

OneVue is streamlining the delivery of its unit registry service in a move designed to boost efficiency, reduce risks and costs.

Published / 20 Oct 2014

Hermes funds to be distributed over the Calastone network

Calastone expands single-to-many automated cross-border fund messaging

Published / 14 Oct 2014

Invesco connects to Calastone for funds distribution

Calastone Limited, the independent cross-border transaction network for the mutual funds industry, announced today that Invesco Perpetual one of the UK’s leading fund providers, has signed an agreement to make ...

Published / 10 Oct 2014

Novia Financial and Investec go live with Calastone’s structured products service

Calastone first to introduce structured products transaction service for fund industry

Published / 23 Sep 2014

Calastone appoints industry veteran Jonathan Willis as Chief Commercial Officer

Calastone, the global funds transaction network, today announced the appointment of Jon Willis as Chief Commercial Officer starting 29th September 2014.

Published / 09 Sep 2014

Calastone hits flow milestone, replaces one million faxes per year

Calastone, the global transaction network for the managed fund industry, today announced that the firm had reached flows of 1, 000 orders per day.

Published / 09 Sep 2014

Calastone listed in Sunday Times Hiscox Tech Track 100

Calastone, the global funds transaction network, today announced that it had been listed in 42nd place in the Sunday Times Hiscox Tech Track 100 published on 7th September.

Published / 08 Sep 2014

Calastone supporting industry efficiency as RARE goes live

Calastone, the global transaction network for the superannuation and managed fund industries, today announced that RARE Infrastructure had gone live on the Calastone fund network.

Published / 02 Sep 2014

Dimensional Seeks Efficiencies with Calastone

Global asset manager Dimensional Fund Advisors has moved to streamline fund administration for its Australian and New Zealand clients by extending its global relationship and implementing the Calastone’s global fund ...

Published / 18 Aug 2014

Calastone appoints James Colquhoun as Chief Financial Officer

Calastone, the global funds transaction network, has appointed James Colquhoun former CFO of AOL’s European Operations, as their new Chief Financial Officer.

Published / 15 Jul 2014

Calastone launches distribution statement service for Australia

Calastone, the global transaction network for the superannuation and managed fund industries, today announced it is adding distribution statement message capabilities to its offering.

Published / 11 Jul 2014

Calastone extends global reach with on-boarding of State Street Global Advisors in Luxembourg and UK

Increasing cross-border automation across Europe

Published / 02 Jun 2014

Calastone celebrates success of Proquote connection with Investec Wealth & Investment

Calastone, the global fund transaction network, is pleased to announce the successful implementation of their Proquote connection. Calastone’s connection with Proquote, which is owned by the London Stock Exchange and ...

Published / 22 May 2014

Calastone kicks off Funds Industry Football Charity Shield for a fourth year running

Calastone, the global fund transaction network, is sponsoring a fourth Charity Shield five-a-side football tournament, on the 5th June this year, at the London Soccer Dome.

Published / 20 May 2014

SVM Asset Management connects to Calastone

SVM Asset Management (SVM), the boutique investment company specialising in UK, European and Global equities, has chosen Calastone, the global fund transaction network, to manage its order routing service and ...

Published / 30 Apr 2014

Aegon Poland selects Calastone’s global transaction network for cross-border Poland distribution

Aegon to benefit from switching from manual to automated cross-border transactions

Published / 31 Mar 2014

BT Financial joins global transaction network

One of Australia’s largest wrap platforms, BT Wrap, will now use Calastone to send orders to the market. This makes the traditionally manual process automatic, reducing risk and improving accuracy. ...

Published / 29 Jan 2014

May fax conveyance be forgot, and never brought to mind

Calastone’s Sarah Hinchliffe looks at the year that was in the managed fund back office, and her hopes for a brave new world where fax machines are a thing of ...

Published / 29 Jan 2014

Calastone adds Aviva and Navigator to its list of clients for routing and reconciliation support service

Calastone is now the leading provider of electronic fund order routing in Singapore with a community of fund distributors accounting for over 50% of Singapore originated fund transactions.

Published / 28 Jan 2014

Calastone appoints Cristobal Conde to its board of directors

New non-executive director Cristóbal Conde takes stake in business.

Published / 16 Jan 2014

Landbank of Taiwan, Mega International Commercial Bank and Bank of Taipei sign up for order routing

Far Eastern International Bank and Union Bank of Taiwan already went live with Calastone earlier this year

Published / 10 Dec 2013

60% of Australian market enabled for automation as IOOF joins Calastone

Calastone, the global transaction network for the superannuation and managed fund industries, today announced that IOOF had joined their Global Funds Transaction Network.

Published / 26 Nov 2013

UK fund managers select Calastone for auto Re-Registration

Calastone’s re-registration solution now available to over 80% of fund managers through their representative third party administrators

Published / 25 Nov 2013

Calastone expands into Austria as Semper Constantia Privatbank signs up for order routing services

The Vienna-based bank, known for its exclusive customer circle, is Calastone’s first user in the country, and is responsible for over €7bn of funds under administration.

Published / 07 Nov 2013

First net settlement service to UK funds market goes live, delivered by Calastone and Barclays

Smith & Williamson and Capita Asset Services go live on Calastone and Barclays’ system to automate their funds settlement process

Published / 25 Oct 2013

Industry heavyweight Edward Glyn to join Calastone management team

SWIFT’s outgoing head of funds to join Calastone as managing director to lead global client strategy

Published / 23 Oct 2013

Calastone named Best Technology Provider at Fund Service Awards

Investment Week’s inaugural Fund Service Awards saw Calastone beat stiff competition from SunGard, BNP Paribas Securities Services and Multifonds.

Published / 18 Oct 2013

Calastone Selected for Tech City UK’s ‘Future Fifty’ programme

Fifty firms’ entrepreneurial spirit and quality of offering recognised as ‘ones to watch’ for the future of British technology

Published / 17 Oct 2013

Calastone receives $18m investment led by Accel Partners

Funding to accelerate globalisation includes participation from existing investor Octopus Investments

Published / 11 Sep 2013

Bringing funds management into the 21st century – Calastone

Calastone, the global transaction network for the managed fund industry has automated the manual process of reconciliations of managed fund holdings in Australia.

Published / 07 Aug 2013

Transact chooses Calastone’s re-registration solution

Integrated Financial Arrangements plc, the company that operates the Transact wrap service, has selected Calastone as the provider of its electronic, interoperable re-registration solution.

Published / 15 Apr 2013

Ruffer LLP and Capita join forces to launch the Calastone Trade Notification Service

Calastone, with support from key customers, continues to expand its portfolio of post-trade services, further increasing efficiency and reducing risk throughout the trade lifecycle of the funds industry.

Published / 25 Mar 2013

Calastone opens office in Switzerland

Calastone, the global fund transaction network, today announced the opening of their new Switzerland office in Zurich.

Published / 15 Mar 2013

Calastone continues Global Expansion and announces Shannon Sweeney as Managing Director, Australia

Calastone, the global fund transaction network announced today it has further cemented its expansion into the Australian managed funds marketplace with the appointment of Shannon Sweeney as Managing Director, Australia.

Published / 20 Feb 2013

NAB Asset Servicing connects to Calastone – over 40% Australian managed funds now electronic

Calastone, the global fund transaction network for the managed fund industry, now has more than 40% of Australia’s fund managers available for transacting over its electronic network, as NAB Asset ...

Published / 14 Feb 2013

Cofunds adopt the Calastone and Barclays Managed Net Settlement Service

Calastone together with Barclays continues to change and enhance the market infrastructure of the fund industry. Cofunds, the UK’s leading independent investment platform for financial services, today signed up ...

Published / 17 Dec 2012

Bravura Solutions selects Calastone as network provider for Babel SuperStream messaging solution

(ASX: BVA) – Bravura Solutions Limited (Bravura), a leading global supplier of wealth management and transfer agency software applications and professional services, is pleased to announce the selection of Calastone ...

Published / 13 Dec 2012

Goldman Sachs Australia Managed Funds Limited goes live with Calastone

Calastone, the independent cross-border transaction network is pleased to announce that Goldman Sachs Australia Managed Funds Limited is live on the network’s order routing service for its range of funds ...

Published / 19 Nov 2012

IFSAM chooses Calastone for order routing

Calastone, the global fund transaction network, is pleased to announce that IFSAM, independent specialists for investment funds, has chosen Calastone for Swift Connectivity to the market.

Published / 19 Nov 2012

PhillipCapital Singapore adopts automation for fund transactions by joining Calastone

Calastone, the global fund transaction network, is pleased to announce today that PhillipCapital have gone live with our automated funds order routing service.

Published / 13 Nov 2012

Taiwan Depository and Clearing Corporation pioneer offshore fund automation with Calastone

Calastone, the global fund transaction network today announced a pioneering new collaboration with the Taiwan Depository & Clearing Corporation (TDCC). On 5th November, TDCC will celebrate the launch of their ...

Published / 29 Oct 2012

Ashmore Investment Management goes live with Calastone

Calastone, the independent cross-border transaction network for the mutual fund industry, is pleased to announce that Ashmore Investment Management (“Ashmore”) has signed up to the network’s order routing service for ...

Published / 05 Sep 2012

Ausbil Dexia connects to Calastone via Australia’s biggest registry provider

Calastone, the independent transaction network for the managed funds industry, today announced that equity specialist fund manager Ausbil Dexia Limited had signed an agreement to commence transacting managed funds over ...

Published / 07 Aug 2012

Cullen goes live with Calastone

Calastone, the independent cross-border transaction network is pleased to announce that Cullen Funds Plc, an Irish UCITS, has signed up to the network’s order routing service for its range of ...

Published / 23 Jul 2012

GLG sign up for Calastone’s automated settlement service

Calastone, the independent cross-border transaction network for the mutual fund industry, are delighted to announce that GLG Partners (GLG) have signed up to Calastone’s automated settlement service for their UK ...

Published / 18 Jul 2012

Calastone and Idea Group partner to improve interoperability for mutual fund transactions and flexibility for pension funds

Calastone, the independent cross-border transaction network for the mutual fund industry, and Idea Group, specialists in providing management consultancy and IT services for the institutional investment industry, partner to improve ...

Published / 10 Jul 2012

iFAST Financial, first Singapore distributor to go live for electronic fund order routing over Calastone

Calastone, the independent cross-border fund messaging transaction network is pleased to announce that iFAST Financial, Singapore’s premier financial advisor platform, has begun processing electronic fund orders via the Calastone network. ...

Published / 27 Jun 2012

Capita Financial Selects Calastone’s Daily Reconciliation Service

Capita Financial Group Limited has today signed an agreement to use Calastone’s daily reconciliation service for asset management transactions.

Published / 19 Jun 2012

Goldman Sachs Asset Management goes live with Calastone

Calastone, the independent cross-border transaction network is pleased to announce that Goldman Sachs Asset Management has signed up to the network’s order routing service for its range of SICAV funds ...

Published / 01 May 2012

Brown Advisory goes live with Calastone

Calastone, the independent cross-border transaction network is pleased to announce that Brown Advisory has signed up to the network’s order routing service for its range of US Equity Funds domiciled ...

Published / 23 Apr 2012

JHC connects FIGARO to Calastone

Calastone, the independent cross-border transaction network for the mutual fund industry, is pleased to announce that JHC , the authors of the FIGARO product has connected to the Network for ...

Published / 11 Apr 2012

Architas connects to Calastone

Architas has appointed Calastone, the independent cross-border transaction network for the mutual fund industry, to manage its order routing service.

Published / 03 Apr 2012

netwealth Investments Limited live and trading on Calastone in Australia

Calastone, the independent transaction network for the managed funds industry, today announced that investment and Superannuation platform provider netwealth had commenced transacting managed funds over the Calastone Transaction Network.

Published / 12 Mar 2012

Investors Mutual Limited live and trading on Calastone in Australia

Calastone, the independent transaction network for the managed funds industry, today announced that fund provider Investors Mutual Limited (IML) had commenced trading its funds via Calastone.

Published / 06 Mar 2012

Managed funds to be electronically traded in Australia

Calastone, the independent transaction network for the managed funds industry, today announced the company had begun processing electronic trades of managed funds for Australian clients in January 2012.

Published / 18 Jan 2012

Capita Financial Administrators becomes first UK fund administrator to achieve straight-through-processing

Capita Financial Administrators today announces the implementation of Calastone’s settlement, matching and reconciliations functionality, giving full straight through processing (STP) from deal placement through to settlement.

Published / 09 Jan 2012

Calastone successfully launches first re-registration solution

Calastone, the leading independent transaction network for the global funds industry, has successfully completed full testing on the first platform to platform re-registration solution in the UK and is set ...

Published / 19 Dec 2011

Phoenix Fund Services has connected to Calastone for order routing

Phoenix Fund Services is now able to offer its clients the ability to place orders through Calastone and get the benefits of full STP trading. Manual dealing errors will be ...

Published / 15 Dec 2011

Fidelity Investment Managers goes live with Calastone’s global order routing service

Fidelity Investment Managers, one of the UK’s largest investment managers and leading platform provider, has connected to Calastone’s global network to take advantage of the firm’s order routing services.

Published / 13 Dec 2011

Dalton Strategic Partners connects UK Melchior fund range to Calastone

Calastone, the independent cross-border transaction network for the mutual fund industry, has signed a deal with Dalton Strategic Partners (DSP) which will see DSP initially implement Calastone’s order routing service ...

Published / 12 Dec 2011

Capita Financial Administrators in Ireland selects Calastone’s order routing service

Capita Financial Administrators (Ireland) Limited has signed an agreement to use Calastone’s order routing service. Capita, one of the fastest growing fund administrators in Ireland, will now work with Calastone ...

Published / 21 Nov 2011

Calastone launches ‘market first’ cost-effective managed net settlement service

Calastone Limited, the independent cross-border transaction network for the mutual funds industry, has launched a 'market first' managed net settlement service for mutual fund transactions, facilitated by Barclays Corporate.

Published / 13 Oct 2011

Lyxor Asset Management connects to Calastone

Paris-based investment manager Lyxor Asset Management has signed up to Calastone, to enable its clients to transact electronically at zero cost into its alternative investment fund range , using Calastone’s ...

Published / 08 Aug 2011

RWC Partners UCITs Funds connect to Calastone via Banque Privée Edmond de Rothschild Europe

Independent investment firm, RWC Partners, has signed an agreement to adopt Calastone’s order routing and reconciliations functionality for their RWC Funds UCITS SICAV.

Published / 05 Aug 2011

Raymond James connects to Calastone for single-point access to global funds via Advent Software’s Moxy® OMS

Raymond James, the investment services company who provide a full support package to independent wealth managers, has signed an agreement to become a member of Calastone’s independent cross-border transaction network. ...

Published / 28 Jul 2011

Calastone announces internal appointment and substantial growth in Ireland

Calastone, the independent cross-border transaction network for the mutual fund industry, names Dan Llewellyn the new Managing Director of European Business Development.

Published / 11 May 2011

Calastone advocates market wide Re-registration and Interoperability of Service

Calastone, the global messaging and settlement transaction network for the mutual fund industry, announces that it is on schedule to deliver the first solution for re-registration to market whilst at ...

Published / 11 May 2011

Calastone selected as re-registration solution

Calastone, the leading independent transaction network for the global funds industry, has been selected to provide the first re-registration solution in the UK with the Q2 2011 launch of a ...

Published / 25 Mar 2011

Calastone gives the global pension community free access to its SWIFT bureau service

Calastone, the global messaging and settlement transaction network for the mutual fund industry, announces it has extended access of its SWIFT Bureau services to the defined contribution pensions industry, free ...

Published / 14 Mar 2011

Capita Financial Managers Limited selects Calastone’s settlement service and reconciliations functionality

Capita the largest Authorised Corporate Director (ACD), through its subsidiary, Capita Financial Managers Limited, today signed an agreement to use Calastone’s settlement, matching and reconciliations functionality.

Published / 14 Feb 2011

Smith & Williamson Investment Management Limited selects Calastone for order-routing, settlement and reconciliations

Smith & Williamson Investment Management Limited, a leading independent provider of investment management, financial advisory and accountancy services to private clients and corporates, today announced it has connected to Calastone’s ...

Published / 25 Jan 2011

F&C Investments links up with Calastone to carry funds

Calastone Limited, announced today that F&C Investments is the latest fund provider to select Calastone’s cross-border transaction network to carry its open architecture range of funds.

Published / 06 Jan 2011

Transact to benefit from Calastone’s automated reconciliation service

Calastone, the global messaging and settlement transaction network today announced that Transact, the wrap platform which connected in March 2009, has elected to use Calastone’s reconciliations services. Calastone’s post-trade services ...

Published / 29 Nov 2010

BNY Mellon Asset Management goes live on Calastone’s fund transaction network

Calastone has announced the addition of BNY Mellon Asset Management to its fund transaction network, specifically for the BNY Mellon Investment Funds range.

Published / 24 Nov 2010

Allianz Global Investors selects Calastone for order-routing and settlement services

Allianz Global Investors (AllianzGI), one of the world's largest asset management companies has signed an agreement to connect to Calastone’s global network to take advantage of the firm’s order-routing and ...

Published / 22 Nov 2010

F&C Fund Management Limited goes live with Calastone’s automated messaging settlement

F&C Fund Management Limited, a leading diversified multi-specialist investment management group with a heritage spanning more than 140 years, has today signed an agreement to use Calastone’s settlement and matching ...

Published / 18 Nov 2010

Parmenion goes live with Calastone’s automated fund order-routing service and selects its settlement and reconciliations services

Parmenion, the independent investment and technology partner for IFAs, has selected Calastone’s independent cross-border transaction network to take advantage of automated order-routing and dealing efficiencies. Parmenion will also benefit from ...

Published / 15 Nov 2010

Northern Trust live with Calastone settlement service for Barings Asset Management

Calastone Limited, the only independent cross-border transaction network for the mutual funds industry, today announced that Northern Trust a leading provider of investment management, asset and fund administration, banking solutions ...

Published / 02 Nov 2010

Calastone first to launch automated trading service for hedge funds

Calastone, the global messaging and settlement transaction network today announced that it has successfully completed the first hedge fund transactions using the SWIFT SHarP (Swift Hedge Funds Harmonisation Pilot) ISO ...

Published / 27 Oct 2010

BNY Mellon Asset Servicing goes live on Calastone to offer mutual fund STP choice

Calastone, the independent cross-border transaction network for the mutual funds industry, has today announced that BNY Mellon Asset Servicing, the global leader in securities servicing, has gone live with its ...

Published / 11 Oct 2010

Brewin Dolphin Limited selects Calastone’s automated messaging settlement and reconciliation service for its UK and Irish funds

Brewin Dolphin Limited, the UK’s largest independent private-client investment management firm, today announced that it has elected to use Calastone’s messaging settlement service for the settlement of its UK and ...

Published / 28 Sep 2010

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