16th May, 2023

The latest edition of the Global Investor/ISF Beneficial Owners Guide is now available for download. This issue features both the US and EU Beneficial Owners Roundtables along with the much awaited survey results. As a bonus, the guide also hosts articles from Equilend, BNY Mellon, Deutsche Bank, RBC Investor & Treasury Services, Caceis, and S&P Global Market Intelligence.
This year's Beneficial Owners Guide hosts the EU Beneficial Owners' Roundtable moderated by Andy Dyson, Chief Executive of ISLA, and sponsored by EquiLend, where participants from across the market discuss topics including technology, collateral and relationship management.
Additionally, the Guide also includes the US Beneficial Owners' Roundtable which was also supported by EquiLend and held in New York. The roundtable featured distinguished speakers examining recent trends, developments, and challenges in the securities finance landscape.
The guide incorporates the results of the 2023 Beneficial Owners Survey. Additionally, the guide includes insightful articles from Equilend, BNY Mellon, Deutsche Bank, RBC Investor & Treasury Services, Caceis, and S&P Global Market Intelligence.
Click here to download the 2023 Beneficial Owners Guide.
15th May, 2026
UK regulators highlighted growing concerns over operational resilience, third-party dependencies and cyber risks linked to increasingly powerful artificial intelligence models.
Zak Jakubowski

15th May, 2026
Industry respondents highlighted concerns over regulatory transparency, coordination and competitiveness in PRA survey.
Zak Jakubowski

15th May, 2026
The Singapore regulator has concluded that retail investors will no longer be required to seek mandatory financial advice before purchasing complex investment products.
Narayani Srinivasan
