About NICSA

Mission and Vision

Collaboration to develop, share and advance leading practices

 

NICSA is a nonprofit association that connects global investment management industry participants to help identify leading operating practices.

 

Our purpose is to align and educate the industry through:

  1. Discussion and sharing of leading practices to support and enable industry efficiency
  2. Formal education and knowledge programs
  3. Content development and information dissemination

 

Our vision is to provide a platform through which broad industry participants can collaborate to develop, share and advance leading operating practices that enable and improve industry efficiency.

 

Click here for more information about membership.

Code of Ethics

NICSA is committed to adhering to the highest ethical standards.

 

Click here to read the NICSA Code of Conduct and Business Ethics.

History

NICSA was founded in 1962 as an informal forum for operations and shareholder service professionals in the mutual fund industry, under the name National Investment Company Service Association.

 

Richard L. Casey of State Street Bank & Trust Company in Boston was its founder and first president. Edward D. Windsor of Fidelity Fund (now Fidelity Investments) served as its first secretary, while John R. Vaughn, Jr. of Old Colony Trust Company (now part of the Columbia Management family of funds) was its first Treasurer.

Additional Information

For more information about NICSA, click one of the links below:

 

  • NICSA Member Portal Login
Click below to sign into the NICSA member portal.

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Upcoming Events


  • NICSA 2017 East Coast Regional Meeting
    April 6, 2017 | Boston, MA

    Click here to register...


  • IBA's Globalisation of Investment Funds Conference
    April 23-25, 2017 | New York, NY

    More information and registration...


  • NICSA 2017 General Membership Meeting (GMM)
    October 5-6, 2017 | Boston, MA


    More information...

  • NICSA 2018 Strategic Leadership Forum (SLF)
    (36th Annual Conference)
    February 28 - March 2, 2018 | Miami, FL


  • NICSA 2018 General Membership Meeting (GMM)
    October 10-11, 2018 | Boston, MA


  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)
    February 27 - March 1, 2019 | Ponte Vedra Beach, FL


  • NICSA 2019 General Membership Meeting (GMM)
    October 16-17, 2019 | Boston, MA


  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)
    February 26 - 28, 2020 | Ft. Lauderdale, FL