Insights

Clarus Risk partnership with risk management specialist SLIB goes live

SLIB, the post-trade software vendor, and Clarus Risk, an Apex Group company focused on risk management solutions, announces the roll-out of RiskMonitor within SLIB’s RMS (Risk management Solution) platform.

Tokyo-based private equity firm, J-STAR, appoints Apex Group as fund administrations provider

Apex Group has been appointed as fund administration and regulatory services provider by the J-STAR Continuation Series Funds. This is the first ever successful continuation fund transaction in Japan closing at JPY17.9bn.

Cayman regulatory update Q1 2024

Sygnum Bank, Hamilton Lane and Apex Group Expand Access to Private Markets via Blockchain Shares in USD 3.6bn Fund

Sygnum, a global digital asset banking group; Hamilton Lane (Nasdaq: HLNE), a leading global private markets investment management firm; and financial services firm Apex Group are expanding access to global private markets via new tokenised DLT -registered shares on the Polygon blockchain.

The nuances of parametric securities in the insurance-linked securities landscape

As the financial world becomes ever more dynamic, innovative solutions are constantly being developed to mitigate and transfer risk. Investors are able to obtain exposures to a variety of insurance risks that were previously not possible. The rise of insurance-linked securities (“ILS”) in recent years, of which parametric securities are a subset, has not just been a new approach to insurance but also a means to combat climate-related risks. These financial instruments represent a nuanced and sophisticated approach to risk transfer, offering a myriad of advantages and some challenges for both issuers and investors.

An overview of California's climate disclosure requirements

ESMA seeks clarity on crypto-asset regulation: reverse solicitation and classification of crypto-asset as financial instruments

The Markets in Crypto-Assets (“MiCA”) Regulation is nearing its implementation, and the European Securities and Markets Authority (“ESMA”) released two crucial consultation papers on January 29th. The first one focuses on reverse solicitation and the other on the classification of crypto assets as financial instruments in light of the Markets in Financial Instruments Directive II (“MiFID II”). This article provides an overview of the insights they offer.

Why do carve-outs thrive in high-interest economies?

Daniel Vijselaar, Global Head of Strategic Development Boudewijn Korten, North Europe Sales Director The growing popularity of carve-out transactions in a high-interest rate macro-economic environment reflects the increasing strategic relevance and effectiveness of this approach in various industries.

EU Council and Parliament strike a deal on stricter AML rules

On January 18 2024, the European Council and European Parliament reached an agreement on the final details surrounding stricter anti-money laundering (“AML”) rules in the EU, further to its AML package.

How to navigate sidecars in reinsurance and insurance-linked securities

Andrew Franklin, Vice President Insurance Fund Services Sidecars have become an integral feature in the landscape of reinsurance and insurance-linked securities (“ILS”) over the last decade. These special purpose vehicles (“SPVs”), established to enable investors to assume insurance risk in exchange for a share of the premiums and profits, have developed into an innovative method for insurers to transfer risk and raise capital while providing a lucrative investment opportunity for those with the appetite for it.

What is driving demand for greater private asset valuation frequency?

We are seeing a demand for more frequent valuations of private assets from our closed-end clients, primarily driven by greater liquidity requirements. What is traditionally a quarterly reporting cycle has now been reduced to monthly cycles, and depending on the asset class, even daily and weekly cycles are becoming a common ask.

Bermuda regulatory updates Q4 2023

Our latest report on Bermuda will bring you up to speed on relevant updates and regulatory developments that took place during the fourth quarter of the year.