Nicsa’s ETF Share Class Toolkit

Nicsa’s new ETF Share Class Toolkit helps firms evaluate the emerging dual share class model—offering mutual fund and ETF share classes in a single portfolio.

Explore key strategic, operational, and regulatory insights to support informed decision-making and internal discussions.
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A Letter to Members from Jim Fitzpatrick, 2025

To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]

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