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:
- Discussion and sharing of leading practices to support and enable industry efficiency
- Formal education and knowledge programs
- 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.
Code of Ethics
NICSA is committed to adhering to the highest ethical standards.
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.
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