Blogs

What Leadership Means in 2021

By Nicsa posted 27 days ago
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The ongoing COVID-19 virus. Vaccine availability and adoption. Workplace flexibility. Talent recruitment and retention. Initiatives to address racial disparities. Faced with a growing volume of industry concerns, leaders of the largest asset management firms have more than enough to keep them up at night. Attendees of Nicsa’s Fearless Leadership Symposium got to hear from two of those leaders — Mandell Crawley, CHRO of Morgan Stanley, and Marc Brookman, CEO of Schroders North America — regarding the bold choices they have made to build stronger and more inclusive workforces in 2021. A RETURN TO THE WORKPLACE Brookman kicked off the ...
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C-Suite Leaders on Building Diversity, Equity, and Inclusiveness at the Senior Level

By Nicsa posted 28 days ago
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We’ve all heard that change starts at the top, but many leaders aren’t sure how to approach urgent issues centered on diversity, equity, and inclusion (DE&I). During its recent Fearless Leadership Symposium, Nicsa brought together a panel of forward-thinking C-suite executives who helped demystify the process of integrating DE&I into organizational culture. The session, moderated by Jun Li, Co-Leader of the Americas Wealth & Asset Management Sector at EY, also featured executives from Amundi, BMO Asset Management, and Janus Henderson Group. “At EY, diversity, equity, and inclusiveness are core to who we are and how we work,” Li said. “We ...
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Northern Trust President Talks Leading with Your Heart

By Nicsa posted 28 days ago
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On June 1, 2020, Northern Trust President Shundrawn Thomas published an open letter to the industry detailing his personal experience with racial profiling during an encounter with police in a Chicago suburb. At Nicsa’s Fearless Leadership Symposium approximately a year later, Thomas met virtually with CNBC's Sharon Epperson to further the conversation on diversity in financial services. “When I candidly share what it means to be racially profiled — or what it means to show up as the headline presenter at a conference and be assumed to be part of the staff — it’s because these kinds of things make the experience more tangible,” Thomas said. “And here's ...
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Powerful Ways to Further DE&I in the Asset Management Space

By Nicsa posted 29 days ago
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Client expectations are shifting the paradigm on diversity, equity, and inclusion (DE&I) across the asset management industry. While plenty of work remains to be done, investment managers and other stakeholders know that ethnic, racial, and gender diversity is fundamental to the success of their firms — and they’re eager to effect real change. Attendees of Nicsa’s Fearless Leadership Symposium took a deep dive into this topic during a recent session moderated by Kim Hyland, Managing Director and Head of the U.S. Relationship Management Team at MFS Investment Management. “DE&I is foundational to the work that we do as asset managers and to ...
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Financial Services Leadership Unites to Support LGBT+ People

By Nicsa posted 29 days ago
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From our Partners at LGBT+ Great: Thursday 24 June 2021 -- LGBT Great has launched the 2021 Global Top 100 Executive Allies initiative to mark Pride and spotlight executives from across the financial services industry who have demonstrated excellent leadership on the diversity and inclusion agenda. The 2021 Global Top 100 represent senior leaders who influence the diversity agenda, support the LGBT+ community and demonstrate a commitment to future action. All executives were nominated by industry employees and are engaged in support of equality and inclusion within their firm. This year ten executives have also been awarded an Ally Award for their sustained ...
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Nicsa’s Diversity Project North America Announces Rising Stars

By Nicsa posted 06-16-2021
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Boston, MA – June 16, 2021 – Nicsa is pleased to announce the winners of its Rising Star Program , a new mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry. Read “ Nicsa’s Diversity Project North America Launches DEI Mentorship and Awards Program .” Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders by creating a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry. ...
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Nicsa’s Diversity Project Spurs Industry Dialogue on the AAPI Community Experience

By Nicsa posted 06-16-2021
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Among the many devastating effects of the ongoing pandemic is a disheartening rise in harassment and attacks on the Asian American and Pacific Islander (AAPI) community. The nonprofit organization Stop AAPI Hate — which tracks incidents of hate and discrimination against the AAPI community in the U.S. — saw an increase in reports from 3,795 to 6,603 during March 2021 alone. The healing of racial wounds begins with honest and often uncomfortable conversations. Nicsa’s Diversity Project North America fostered such a dialogue during a recent event focusing on the AAPI community’s experience within the asset management industry. Nicsa and Diversity ...
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Post-Pandemic Landscape Remains in State of Evolution

By Nicsa posted 06-01-2021
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No one could have predicted the upheaval that 2020 would bring. But organizations across the investment management industry nonetheless stepped up to ease the transition to remote workforces. Nicsa members took a deep dive into the most recent policy and process challenges that HR, operations, and client relations teams are overcoming during a recent #WebinarWednesday event on the topic, titled, “ Return to the Office - The Future of the Workforce .” Nicole Callies, Director of Business Development, Mars SalesFocus Solutions, moderated the event, which featured experts from Capital Group | American Funds, J.P. Morgan Securities Services, and Ultimus ...
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Nicsa’s Fearless Leadership Symposium Draws Industry Powerhouses to the Stage

By Nicsa posted 06-01-2021
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Nicsa’s Fearless Leadership Symposium – the first and only national conference focusing solely on Diversity, Equity and Inclusion (DEI) issues specific to the global asset management and fund industry – is set to take place June 16-17. The program will bring together senior business executives to explore how inclusive leadership can enhance productivity, promote growth, and impact the bottom line. \ Attendees will hear from industry visionaries via powerful keynotes, interactive panel discussions, and succinct “Lightning Talks” aimed at empowering business leaders to “own” DEI issues and embed inclusion into the day-to-day fabric of how they run their ...
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Nicsa Adds International Committee to Line-Up of Industry Networking Groups

By Nicsa posted 05-25-2021
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Boston, MA – May 25, 2021 – Nicsa, a leading trade association dedicated to fostering dialogue and connecting all aspects of the global asset management industry, today announced the launch of a new committee as it further expands its reach across all business lines of the global industry: the Nicsa International Committee. The Nicsa International Committee will provide a forum for discussion, and presentation of programs on, global issues affecting the fund industry and Nicsa’s membership. The committee will focus on issues such as distribution, regulation, trading and fund structures in both the U.S. and international markets and will provide support ...
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George Gatch and Shundrawn Thomas to Headline at Nicsa's Fearless Leadership Symposium

By Nicsa posted 05-18-2021
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Boston, MA - May 19, 2021 - Two of the industry’s most dynamic thought leaders will address attendees of Nicsa’s Fearless Leadership Symposium . The event, sponsored by Nicsa’s Diversity Project North America , is the first and only national conference focused on Diversity, Equity and Inclusion (DEI) issues specific to the asset management and fund industry and will take place virtually June 16-17. Shundrawn Thomas, President of Northern Trust Asset Management, will open the event with a call to action for business leaders across the asset management industry to move beyond the talk and into the type of action that will drive the industry forward on the ...
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Nicsa Welcomes New Committee Chairs and Recognizes Past Service

By Nicsa posted 05-11-2021
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Boston, MA – May 11, 2021 – Nicsa announced the election of thirteen new Committee Chairs who will each help support the nonprofit’s work to advance leading practices within the global asset management industry. Nicsa supports a variety of committees that are open to all employees of member firms, providing an excellent opportunity for all divisions, all departments, and all levels of management to participate in the development of industry solutions across myriad business lines. View full list of Nicsa Committees here. Committee Chairs are the visionaries responsible for establishing and tracking the mission of Nicsa Committees, as well as presiding over ...
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FAQs About Our New Rising Star Program

By Nicsa posted 05-05-2021
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Nicsa’s Rising Star Program , a new mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry, is underway! Members of Nicsa’s Diversity Project North America are currently selecting nominees for consideration, and winners will be announced at the Fearless Leadership Symposium in June. To watch a video outlining the program, click here . And, here’s a quick look at some frequently asked questions about this new and exciting program: FAQs How can my firm participate? Participation in this program is a membership benefit available to Diversity ...
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Nicsa Announces Inaugural Fearless Leadership Symposium

By Nicsa posted 04-28-2021
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Event will highlight bold business practices that are changing the face of Diversity, Equity & Inclusion (DEI) initiatives Boston, MA – April 28, 2021 — Nicsa , a leading global asset management trade organization, will be hosting its inaugural Fearless Leadership Symposium virtually on June 16-17 . The Fearless Leadership Symposium is the first and only national conference focusing solely on DEI issues specific to the global asset management and funds industry. This pivotal two-day event will bring together senior business executives to explore how inclusive leadership can enhance productivity, promote growth, and impact the bottom line. ...
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Long-term Conviction Over Short-Term Yields

By Nicsa posted 04-26-2021
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Guest Blog by ALFI, a Nicsa partner. The Association of the Luxembourg Fund Industry (ALFI) represents the face and voice of the Luxembourg asset management and investment fund community. The following article was written by Michael Maldener, Managing Director & Conducting Officer at Nordea Investment Funds S.A. Nordea Asset Management is a member firm of ALFI. For several years, sustainability and ESG-tilted investing has been seen as niche, but now it has entered mainstream. What was potentially seen as a predominantly European crusade, has become a global and performance theme, fostered by the pandemic, social and environmental crisis awareness, ...
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Nicsa’s Diversity Project North America Partners with LGBT Great on DEI Data Survey

By Nicsa posted 04-24-2021
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Boston, MA – April 22, 2021 – Nicsa ’s Diversity Project North America has partnered with LGBT Great on the release of Holding Up the Mirror: Diversity Data in the Investment, Wealth Management and Savings Industry , a survey of investment, wealth management and savings industry organizations on the collection and usage of DEI data (supported by EY). As part of its mission to accelerate DEI in the asset management industry, Nicsa’s Diversity Project North America partnered with LGBT Great to deliver a comprehensive report of the survey findings to the global asset management industry. The report seeks to evaluate the current state of diversity data ...
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Nicsa’s Diversity Project North America Launches DEI Mentorship and Awards Program

By Nicsa posted 04-20-2021
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Boston, MA – April 20, 2021 – Nicsa is pleased to announce the launch of its Rising Star Program , a new mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry. Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders by creating a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry. One Rising Star will be nominated by each member firm of Nicsa’s Diversity Project North America ...
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Nicsa Announces Kelly Sherrard as Executive Director, Head of Operations and Events

By Nicsa posted 04-20-2021
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Boston, MA – April 1, 2021 – Nicsa announced the hiring of Kelly Sherrard as Executive Director and Head of Operations and Events. 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. 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, ...
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Nicsa Empowers SLF Attendees to Deepen Relationships in a New Age

By Nicsa posted 03-09-2021
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Those who joined together in Fort Lauderdale for Nicsa’s 2020 Strategic Leadership Forum had no way of knowing they would be attending the last industry conference before lockdown. Soon after returning home, they — along with the rest of the industry — would rise to an unexpected challenge, implementing home office arrangements while working to deliver the most streamlined client experiences possible. Come February 2021, attendees again convened for SLF, this time in a virtual manner open to all employees of corporate-registered firms. The three-day experience, set against the backdrop of a global pandemic and an era of social unrest, highlighted ...
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The Interplay Between Data and Technology

By Nicsa posted 03-09-2021
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“Transformation is a popular term these days, and data and technology are certainly foundational to doing it successfully,” EY’s Senior Manager of Wealth and Asset Management Cheryl Boyd told attendees during a panel discussion held virtually for Nicsa’s recent SLF. “As we’ve seen financial services evolve, we’ve seen the leadership positions in the data and technology spaces do the same.” Boyd moderated the panel, which detailed how leaders are working to move their firms forward through the power of innovation in today’s ever-changing tech environment. Hans Brown, Global Head of Enterprise Innovation and CIO for Corporate Technology at BNY ...
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