About Nicsa

Mission and Vision

Who We Are
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices.


Who We Serve
Nicsa member firms include asset managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance.

With broad industry participation, Nicsa serves a diverse set of industry professionals focused on a wide array of business lines including product, distribution, technology innovation, data, operations, risk management, and accounting.


Our Mission
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.

Nicsa provides industry executives the tools to gain insights and make informed decisions about strategic business development and best practice implementation. In addition, Nicsa allows the opportunity for individuals to develop professional leadership skills and make a meaningful impact on the industry we serve via committee volunteer work.

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.

VALUE PROPOSITION

Click here to view Nicsa's Value Proposition.

Click here to view a complete listing of Nicsa's member benefits.

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.

Additional Information

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

 

  • NICSA Member Portal Login
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Upcoming Events

  • Webinar: Understanding ROI: The Real Impact of Data Quality

    November 6, 2019 | 2:00-3:00pm ET

    Learn more and register...
  • Webinar: Reinventing the Client Journey

    November 20, 2019 | 2:00-3:00pm ET

    Learn more and register...
  • Webinar: Compliance Agility and Efficiency in Investment Operations

    December 3, 2019 | 1:00-2:00pm ET

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  • Webinar: Rising Cyber Risk in Asset Management

    December 4, 2019 | 10:00-11:00am ET

    Learn more and register...
  • Nicsa 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL

    Learn more and register...
  • Nicsa 2020 General Membership Meeting (GMM)

    October 8-9, 2020 | Park Plaza | Boston, MA