Q4 2021 Product & Distribution Snapshot

Nicsa | www.nicsa.org
Nicsa Connect Newsletter
A Message from Nicsa | 4Q 2021
Justine Phoenix, Vice President - Distribution & Broker Dealer Engagement
Justine Phoenix headshot
We hope that you have been tuning into Nicsa’s programs and initiatives over the past quarter – which included initiatives focused on ESG, Alts, and data analytics. We are proud to offer timely insights from innovative thought leaders that help our members build strong product and distribution business models. Please check out the links that follow for highlights, replays, and recaps of our most popular content.
In October, Nicsa hosted its annual General Membership Meeting. This year’s GMM showcased over 35 thought leaders sharing unique perspectives on critical business pathing for the global asset management industry. Our video section below features clips and tips from our most well-attended product and distribution sessions. Registered participants may now view the full on-demand content for both the GMM and the Digital Innovation Summit. 
Be on the lookout for registration details for our next national conference, the Strategic Leadership Forum, taking place March 30 - April 1, 2022 in Ponte Verde Beach, Florida.
Thank you,
Justine Phoenix
VP of Distribution & Broker Dealer Engagement

Optimizing Investment Performance Data

Market turmoil has investment managers tracking and accounting for increased risks and has investors looking for timely portfolio updates. At the same time, firms are ramping up the use of data and analytics when making investment decisions. Our panel of industry experts will discuss how to strengthen your firm's measurement of investment performance, including ESG analysis, using data to make investment decisions and the impact of COVID-19.


The Rise of MRBs

Marijuana Related Businesses may be one of the fastest growing industries in the United States. This webinar will evaluate MRBs as underlying holdings in RICs and other investment products. Industry participants with MRB offerings provide timely insights on this evolving topic.


Trends in the Advisor Landscape

Get the latest insight into the 2021 advisor landscape. Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.


Operationalizing Data For Wholesalers

Firms across the global asset management industry are striving to be ‘data-driven.’ Do you have a clear understanding of how your organization’s data is being used in the field? Join our panel of Business Intelligence professionals and wholesalers and discover how to utilize business analytics, data mining, and infrastructure to quickly adapt to market changes and identify valuable business opportunities.


A Global View of Alternative Investments 2021

Alternative investments continue to attract attention from investors around the globe. To help asset managers and fund initiators plan for the future, we have assembled a panel of global experts to review the current trends, likely trend changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2021 and beyond. This webinar will focus on current market trends in alternatives such as changes in the product landscape, when and why investors and initiators decide to enter the alternatives space, and the opportunities and challenges associated with implementing and servicing alternatives.


ESG: Transforming Asset Management and Fund Distribution

Environmental, social, and governance (ESG) investing is a leading driver of change within the asset management industry. Join our panel of industry experts for distribution and product insights into one of the fastest growing segments of the fund industry. Our program is designed to provide value to Nicsa members with an up-to-the-minute assessment of opportunities available for asset managers and fund providers.

Recordings from the 2021 General Membership Meeting are available to registrants here

1. Update Your Member Profile

Ensure your contact information is up-to-date in the Nicsa member portal. An account on the portal means access to real time distribution-related content.   Create or update your profile.


2. Spread the Word

Share this email with colleagues to help build awareness of Nicsa’s growing dedication to the distribution and product business lines.


3. Engage with Nicsa Committees

Nicsa has myriad committees aligned to today’s top business lines.   Talk to our staff  about engaging with the Product & Distribution Committee, a great way to establish connections with industry peers, share ideas and build best practices.

Review a complete list of Nicsa Committees here .

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