Nicsa’s recent webinar, The Pulse on Tailored Shareholder Report Implementation, brought together over 290 attendees, highlighting the growing importance of this regulatory change. Moderated by Michael Donowitz, VP of Regulatory Affairs at Broadridge, the webinar focused on the experiences and lessons learned by industry experts as they navigated the first wave of tailored shareholder report […]
Introducing Nicsa's Diversity Project North America 2024 Impact Report: A Tool for Growth and Engagement
Nicsa's Diversity Project North America 2024 Impact Report is now available! This comprehensive report captures our ongoing efforts to promote diversity, equity, and inclusion across the asset and wealth management industry. It highlights key engagements with members, industry leaders, and stakeholders, while showcasing major initiatives that have driven change and impact since our inception. The […]
C-Suite Leaders Share Insight on Innovation, Inclusion in a Post COVID-19 Era
“Our jobs are never boring, because our industry is always changing,” Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management, said during Nicsa’s 2021 General Membership Meeting (GMM) October 6-8. Mahn was one of three executive-level panelists who shared perspectives on boosting client value in a rapidly evolving asset management […]
Leaders Talk Enhancing Advantage and Creating Value
The ongoing evolution of asset management is an important industry topic — and was a frequent point of discussion throughout Nicsa’s recent GMM. “It is no longer a question of ‘if’ asset management needs to change; but rather of what that transformation should look like and how it can create long-term value for all […]
Relationships Matter: How Asset Managers are Evolving Interactions with Business Partners and Clients
Half of advisors are saying they will not meet an asset manager sales representative in person under any circumstances, and only 29% say they will only meet remotely, according to recent research conducted by SS&C in association with Horsesmouth. “This speaks to the importance of understanding the behaviors and preferences, of the different audiences […]
Boston, MA – November 1, 2021 – Nicsa announced the election of seven 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, […]
Nicsa’s Annual DEI Perception Study, Prepared with EY, Identifies Authenticity Gaps and Offers Actionable Tips
Nicsa’s Annual DEI Perception Study, Prepared with EY, Identifies Authenticity Gaps and Offers Actionable Tips Asset management industry participants perceive high adoption of DEI importance; however, navigating path to measurable results presents challenges and opportunities. Boston, MA – October 12, 2021– Despite a high level of acceptance of the importance of diversity, equity, and inclusion […]
Nicsa Appoints Six New Members to Board of Directors at 2021 GMM
Boston, MA – October 6, 20201 – Nicsa announced at its 2021 General Membership Meeting the election of six new members to its Board of Directors. The new Board members are as follows: Ryan Burns | Northern Trust Ken Cawley | Goldman Sachs Lisa Goulemas | Fidelity Kirsten Pickens | FS Investments Steve Rueschhoff | […]
Nicsa Announces Keynote Speaker For 2021 General Membership Meeting
Boston, MA – September 20, 2021 – Nicsa, leading provider of education and networking forums to professionals in the global asset management industry, announces the keynote speaker for its 2021 General Membership Meeting to take place on October 6-8. “High-caliber, dynamic speakers are a critical component of Nicsa’s national conferences, providing attendees a tremendous opportunity for new information on […]
Diversity Project North America Named WIAM DEI Initiative of the Year
Boston, MA – September 8, 2021 – The third-annual Women in Asset Management Award Series (US Edition), presented by DiversityQ, has chosen Nicsa’s Diversity Project North America as 2021 DEI Initiative of the Year. Contestants for this award category were judged based on their initiative’s commitment to promoting diversity, equity and inclusion, its impact on […]
Nicsa 2021 GMM Agenda Highlights Industry Innovation
The Nicsa 2021 General Membership Meeting (GMM) will take place virtually October 6-8 to explore what the next few years will look like as we seek out new ways to drive innovation in the global asset management industry. As we collectively return to a new normal and reset our expectations, our goals, and our business […]
Founding DPNA Member, CFA Institute, Seeks Public Comments on DEI Code
In July, CFA Institute, a founding member of the Diversity Project North America, published a draft if its voluntary Diversity, Equity, & Inclusion Code for the Investment Profession in the US and Canada for public comment. We’ve now entered the last two weeks of the public consultation period. If you have not already done […]
