LGBT+ Great #50for50 Executives: Jim Fitzpatrick, President and CEO of NICSA, was recognized as an ally individual working within the asset managment industry across all levels to promote an inclusive environment. Discover the industry 50.
Pensions & Investments: Diversity Project North America Adds Vice President to Lead Group
“Ms. Dunne is the first full-time leader of the initiative, which was founded in October 2018 by NICSA…” Read Article
Fund Intelligence: Fidelity Pro Swaps Product Role for Diversity Hat at Industry Group
“Jylanne Dunne joins NICSA as first Diversity Project hire as it looks to grow manager D&I engagement…” Read Article
Ignites: You Get Out What You Put In: T. Rowe's Focus on Sales Data Quality
“”The data that you put in affects the analytics that you get out," says Shonyel Lyons, VP of distribution intelligence and data management at T. Rowe Price at the NICSA SLF.” Watch Video
NICSAtalk: PODCAST SERIES
If you've got ten minutes, we've got on-the-go, quick 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.
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.
Deloitte | Future in the Balance? How Countries are Pursuing an AI Advantage
“Insights from Deloitte’s State of AI in the Enterprise, 2nd Edition survey…” Read Report
SEI | Digitize the Investor Experience
“This paper covers how digital transformation is shaping business, who (and what) is driving change, and what it takes to go from surviving to competing…” Read White Paper
UMB | Unlisted Closed-End Funds: Market Update Amid Building Momentum
“Based on a Q3 2018 FUSE Research Network survey of senior product leaders at 37 asset management firms, product developers are increasingly looking at structures for less liquid and uncorrelated alternative investments. This white paper provides insights into financial advisor use, top investment categories, strategies and asset managers…” Read White Paper
#ICYMI: IN CASE YOU MISSED IT
A look back at NICSA's recent educational programming.
Diversity Project Town Hall Hear an update on the Diversity Project’s goals and initiatives; get an overview of new operating committees and workstreams being put into action in 2019; and, discover how your firm can get involved in one of the industry’s fastest growing initiatives. Replay Webinar
New Challenges on the TA Compliance Landscape
A deep dive into what it takes for transfer agents to stay compliant with GDPR regulations, elder abuse prevention best practices, and other top of mind compliance issues. Replay Webinar
NICSA’s breakout sessions from the Strategic Leadership Forum resulted in industry dialogue and collaboration on many of the industry’s top issues.
Is the Asset Management Industry “Data Driven” Yet?
“When it comes to data and analytics, Lyndsay Noble, Head of Advance Analytics Practice, SS&C, said asset managers should know where to channel their efforts. “When people think about data-driven companies, they often consider what is known as FAANG: Facebook, Apple, Amazon, Netflix, and Google,” Noble said during a breakout session at NICSA’s recent Strategic…” Read Blog
The Great Wealth Transfer
As we teeter on the precipice of one of the greatest wealth transfers in history — in which U.S. baby boomers are expected to pass down a collective $68 trillion to Generation X and Millennials — asset managers must plan for the future of an aging client set. To help them do so, Bill McManus,…” Read Blog
Today's NICSA has continued to evolve into a dynamic cross section of all aspects of the global asset management industry, including asset managers, broker dealers, distributors, and professional service providers.
The Diversity Project North America is a NICSA initiative that promotes a diverse and inclusive asset management industry with the right talent to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability.
This webinar will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisers, and asset managers. Our panel of experts will explain the implications and will provide practical steps that industry participants can take to ensure compliance with Reg BI.
Aligning Operational Resources in the Digital Age
August 21 | 2:00pm ET | Coming Soon!
Compliance Agility and Efficiency in Investment Operations
August 28 | 1:00pm ET | Coming Soon!
NICSA is a proud sponsor of the Bonhill Group Women in Asset Management Awards
These awards will honor exemplary and forward-thinking women working within the asset management industry across 16 categories, including Business Role Model of the Year, Bond Manager of the Year and Woman of the Year.
Midwest Regional Event | ESG Marketplace & Data Trends