Retaining and Promoting Top Talent: Insights from the Diversity Project’s Education & Outreach Committee
Nicsa’s Diversity Project North America's Education Engagement & Outreach Committee is dedicated to widening pipelines of diverse, early career talent into the asset and wealth management industry. In a recent meeting, the committee focused on how to support, retain, and promote that talent. A summary of the results of that Round Table discussion follows. Nicsa’s DEI Perception […]
Building a Positive Workplace Culture: Insights from the Diversity Project North America's Next Practices Committee
Nicsa’s Diversity Project North America's Next Practices Committee is dedicated to supporting its members through best practice collaboration. In a recent meeting, the committee focused on creating healthy, thriving corporate cultures. The committee welcomed Alan Kolp, a distinguished faculty member in residence at Baldwin Wallace University and co-author of several influential works on organizational culture. […]
Nicsa’s Diversity Project North America Partners with LGBT Great on DEI Data Survey
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 […]
Nicsa’s Diversity Project North America Launches DEI Mentorship and Awards Program
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 […]
Nicsa Announces Kelly Sherrard as Executive Director, Head of Operations and Events
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 […]
If history has taught us anything, it’s that even the largest firms in the asset management industry had to start somewhere. So how can today’s smaller firms follow in their footsteps, gaining market share against the current backdrop of fewer resources and continued consolidation? Attendees of Nicsa’s Strategic Leadership Forum took a deep dive […]
A Post-Pandemic Shift in the Asset Management Landscape
Between vaccine policies, office logistics, and unique threats to mental health, those leading today’s asset management industry often find themselves grappling with serious considerations. Attendees of Nicsa’s Strategic Leadership Forum gained valuable insight on how they can support the transition to the post-pandemic workforce during a session moderated by Gayle Coluccio, Director at Aliter […]
Nicsa Empowers SLF Attendees to Deepen Relationships in a New Age
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 […]
“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 […]
Managing Client Relationships in a Virtual Environment
There’s no doubt that last year’s events caused a paradigm shift in the way we foster meaningful connections with clients and prospects. Despite the challenges, the agile professionals in our industry have found clever ways to adapt to new operating environments. “Wholesalers are leveraging technology more skillfully than they ever have,” said Jeff Duckworth, […]
Diversity Project North America 2021 DE&I Perception Survey is Live
The Diversity Project North America 2021 DE&I Perception Survey of the Asset Management industry is live! As part of the Diversity Project North America's continued efforts to advance diversity, equity, and inclusion in the asset management industry, this survey is being conducted with EY to measure the industry’s perception of key diversity, equity, and […]
Nicsa Honors Volunteer of the Year Award Recipients
Boston, MA – March 2, 2021 — Nicsa announced its Volunteer of the Year honorees at the Strategic Leadership Forum last week. Nica’s Volunteer of the Year Awards recognize the outstanding efforts of members who are especially dedicated to servicing the Nicsa community. “Each year, Nicsa recognizes volunteers who have tirelessly committed to furthering our […]
