NICSA Connect Newsletter : October 2018
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Your source for the latest insights into global asset management industry trends.
 
IN THIS ISSUE:
NICSA Notables
 
NICSA General Membership Meeting: Record Attendance, Record Number of Speakers! 
Over twelve hours of educational content delivered by more than 50 industry speakers, as well as a variety of networking opportunities took place in Boston from October 11-12....

Read Press Release
 
NICSA Launches Diversity Project, North America 
The Diversity Project, an initiative focused on increasing diversity within the asset management industry, was launched on October 2 in North America. The Diversity Project is sponsored by NICSA and is backed by 14 founding financial organizations, and climbing.

Read Press Release | Learn More about how your firm can get invovled 
 
NICSA Increases Focuses on Distribution, Data Analytics
Paperjam FEATURE ARTICLE: An Evolution in Distribution, by Jim Fitzpatrick
"....Product, distribution and data analytics have become high impact themes for the global asset management industry."

Read Paperjam Article (Page 32)
 
NICSA Announces Election of Seven New Board Members 
"We are very pleased to announce these new additions to NICSA's leadership. Each new Board member brings industry experience, perspective and leadership that will help shape the future of NICSA's contribution to the asset management community." said Jim Fitzpatrick, President of NICSA

Read Press Release 
UPCOMING EVENTS AND PROGRAMS
 
NICSA #WebinarWednesdays
 
Wellness in the Workplace | Register Now 
October 31 | 2:00pm - 3:00pm ET 
 
Rethinking Product Development | Register Now 
November 7 | 2:00pm - 3:00pm ET 

Summits and Workshops 
 
Fund Intelligence Fund Leaders Summit | Register Now
November 6 | San Francisco
 
Fund Intelligence US Fund Technology Leaders Summit | Register Now 
November 15 | New York 
 
NICSA Data Foundations Workshop | Inquiries & Indications of Interest 
December 5 | Boston | Open to First 35 Participants 
NICSAtalk: PODCAST SERIES
 
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Got ten minutes? Hear quick, on-the-go insights on critical business planning in the world of asset management.  It’s this simple: (1) Visit iTunes on your mobile device; (2) search “NICSAtalk”; and (3) subscribe.
 
Social Engineering in the Call Center.  Listen to the Podcast

Using Voice Biometrics to Combat Fraud.  Listen to the Podcast 
GUEST BLOG
 
Guest blogs and articles tackling the complex and technical aspects of key industry issues:
 
Title: UCITS Assets Could Quadruple by 2048, According to ALFI's 30th Anniversary Report
Author: ALFI 

"According to a report issued today by ALFI to mark ALFI's 30th anniversary, UCITS assets have the potential to grow at a compound rate of 5% in the next three decades...." Read More
 
MEMBER CORNER
 

NICSA members continue to generate valuable insight and stimulating discussions on the future of the wealth management industry. Here's a look at our top picks for the month: 

ALFI: From Big Bang to a Galaxy of Stars: An Assessment of UCITS After 30 Years of Evolution
"This report represents the accumulated wisdom and data of the many stakeholders that have contributed to the past growth of Ucits. It also sets the scene for those that will guide its health for investors in the next thirty years" Read More 
 

KPMG: Study Finds Most Firms Increasing Compliance Automation Spend 

"Study finds 90% planning to ramp up funding" Read More | Compliance Reporter Coverage of Report 

 

UMB: Key Forces Changing Fund Marketing 
"UMB Fund Services and DeSola Group explain key trends impacting asset management and how funds must adapt their marketing strategies to be successful." Read More 

Want to submit content for our Member Corner?  Info@nicsa.org

 
#ICYMI: IN CASE YOU MISSED IT
 
A look back at NICSA’s recent educational programming: 
 

Sustainable Finance 
This educational programming provides the latest thought leadership on current sustainable finance standards and practices and what they mean for the asset managers. 

Trends on the Advisor Landscape
Asset managers can learn how to strengthen their advisor partnerships with insights from Cogent on the latest advisor trends and preferences 

Webinar Replay
 
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