Cerulli Associates and Nicsa Host Round Table Among Product & Distribution Asset Managers
The roundtable discussion provided insights into various aspects of the asset and wealth management industry, including market trends, investment vehicles, advisor distribution, and the growth of RIA channels. The discussion explored projected market share of different investment vehicles like ETFs, CITs, and SMAs. Also discussed were alternative investments and platform demand, product development, and the […]
Nicsa Unveils New Asset & Wealth Management Summit
Boston, MA – July 10, 2024 – Nicsa, a trade association connecting all facets of the global asset and wealth management industry, is evolving to better serve the changing needs of its clients by introducing a new Fall event. Nicsa is launching the Asset & Wealth Management Summit in October of 2024, featuring this year's theme: […]
Diversity Project North America Member Firms Hold Round Table on Advancing Racial Equity.
Racial equity is a critical topic for the asset management industry with a renewed sense of urgency sparked by the death of George Floyd in Minneapolis earlier this year and the events that followed. The industry has acknowledged a shared responsibility to address inequity, as well as its impact to employees, investors, and the communities […]
Regulatory Outlook Reveals Impact to Asset Managers
Nicsa members received a generous dose of regulatory oversight during a panel event moderated by Frank Maresca, Vice President of Broadridge. “The SEC has been very busy this year, both proposing and enacting rules that impact reporting,” Maresca said. “It is interesting to examine how these rules converge in making information for investors more digestible and […]
Political and Economic Uncertainty in the Asset Management Industry
Uncertainty has been the name of the game in 2020 — and that trend that will likely continue as we head into 2021. But with uncertainty comes opportunities for competitive differentiation. To that end, panelists gathered to present a bird's-eye view of political and economic trends affecting the industry and during the final day of […]
Workplace Wellness and Inclusion Amid Social Change
Between a global pandemic impacting the physical and mental health of employees across the globe and a national reckoning with racial injustice, a focus on workplace culture has never been more important. Nicsa members explored these transformative forces through the lens of inclusion and wellness during the first day of GMM 2020, held virtually […]
Exploring the Asset Management Industry’s Return to Office
A forward-thinking virtual panel kicked off Nicsa’s 2020 General Membership Meeting October 7 by addressing the question on nearly every professional’s mind: What will it take for the asset management industry to reopen offices safely? Justin Hall, Partner at PwC, who moderated the session, said that over the past six months, he’s seen the […]
As we inch closer to 2021, seasoned product leaders from American Century, John Hancock, and Nationwide shared their future product priorities during the second day of GMM 2020 (held virtually on October 8). Dan Beckman, Head of U.S. Product, Columbia Threadneedle, moderated the panel, which focused on the current landscape for alternative investments, interval […]
Stripping the Labels: Panelists Talk Operational Change
Investment management companies have had clearly-defined front, middle, and back offices for ages — but over the years, corporate culture has begun to change. Nicsa members explored how firms are breaking down the walls from an operational perspective during the second day of GMM 2020, held virtually on October 8. “Asset managers, services providers: […]
Distributors Take a Close Look at the Product Lifecycle
Nicsa members received a detailed look into product lifecycle challenges from the distributor’s point of view during the second day of GMM 2020, held virtually on October 8. Linda York, Senior Vice President of Cogent Syndicated, moderated the event, which featured diverse perspectives from Bank of America, LPL Financial, and Morgan Stanley. Robert […]
Nicsa’s Diversity Project North America Announces Release of D&I Pulse Survey Results
Boston, MA – October 28, 2020 – Nicsa is pleased to announce the release of its 2020 Pulse Survey Report: a pulse check on the perception of diversity, equity and inclusion in the asset management industry. As part of its mission to accelerate D&I in the asset management industry, Nicsa’s Diversity Project North America […]
Nicsa Announces Election of Chairman and Six New Members to its Board of Directors
Boston, MA – October 13, 2020 – Nicsa announced at its 2020 General Membership Meeting the election of Scott Brady, Head of US Product Development & Strategy at Columbia Threadneedle Investments, as Chairman of its Board of Directors. As Chairman, Mr. Brady will preside over the governing body of the Association as well as […]
