Want to stay up to date on the latest developments in the fund industry? Check out NICSA’s resources. They'll give you both the breadth and the depth you need to keep both your firm and your career moving forward. To learn more, please select one of the links below.
NICSA's Knowledge Center is your single source for information on topics critical to operations professionals in the fund industry. New content is being added to this searchable database every week.
NICSA members have FREE access. Please note that you must be logged into the NICSA website to access materials.
NICSA White Papers
The latest thinking on the fund industry, including best practice guides from NICSA Committees and discussions of the most recent trends.
NICSA Transfer Agent Compliance Guide
Often hailed "the best single thing that NICSA produces," the NICSA Transfer Agent Compliance Guide is the definitive resource for member firms seeking insight on the practical applications of the many and varied rules affecting transfer agent operations. NICSA's reference guide provides users an easy-to-use format and language that makes these rules easy to understand.
Access to the digital version of the Guide is available to Members via the NICSA Member Portal
Unit Investment Trusts (UITs)
At the end of 2014, there were over 5,380 UITs with assets of over $101 billion. What is a UIT? Find out more in this FINRA-reviewed infographic.
Textbook | The Fund Industry
The definitive text on the fund industry by Robert Pozen, former Chair of MFS, and Theresa Hamacher, President of NICSA.
NICSA members have FREE 24/7 access to archives of webinars, presentations and videos. Please note that you must be logged into the NICSA website for access.
NICSA can help you earn the CPE credits you need for continuing education requirements.
NICSA IQ keeps operations professionals up-to-date on what's happening around the investment industry.
This monthly digest highlights popular member publications, NICSA News content, event recaps and other industry information from around the web.