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NICSA Industry News Digest | December 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month. Don't miss out on NICSA news, member publications and more in this month's issue of the NICSA Industry News Digest.

 

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The 800-pound gorilla | Floating NAV creates operational challenges for mmfS

A recent NICSA webinar, speakers from EY Global Services, BNY Mellon, Boston Financial, and Deutsche Asset & Wealth Management summarized the changes they foresee for MMFs.

 

Click here to read this featured NICSA News post.

 

 

The crazy mixed up world of unclaimed property

When it comes to unclaimed property, consistency is a hard thing to come by. At the 2014 NICSA General Membership Meeting, representatives from Georgeson, Prudential and UPRR gave attendees an inside look at the crazy, mixed-up world of unclaimed property in this NICSA News post.

 

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What the FICCA? 7 Tips for reading a service organization control report 

Speaking at NICSA’s General Membership Meeting -- in a session moderated by Eaton Vance’s Eileen Storz-Salino -- Suzanne Nersessian and Stephanie Roche of Deloitte provided an overview of the control reports used in the fund industry, including the Financial Intermediary Controls and Compliance Assessment prepared by firms providing omnibus recordkeeping services.

 

Read more in this NICSA News featured post.
New NICSA News | Demographics: The Movie

There are those — including an influential group of economists — who say that “Demographics is destiny.” And nowhere does that seem more true than in the U.S. fund industry.

This video, presented on September 23rd at the ALFI Global Distribution Conference in Luxembourg, summarizes population trends in the United States since 1900. Take a look...


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