Nicsa Announces Final Speaker Lineup for Annual Fearless Leadership Symposium
Nicsa’s Diversity Project North America, an initiative that champions DEI as a strategic business priority within the asset and wealth management industry, is pleased to announce its impressive speaker lineup for its upcoming Fearless Leadership Symposium. The event will be held in NYC on June 12 and is an ideal opportunity to hear from asset […]
Nicsa’s committees are at the heart of our mission to connect all facets of the asset and wealth management industry to advance leading practices. Creating synergies among our various Diversity Project North America committees is one way to maintain positive momentum toward our mission of championing DEI as a business priority. Take a look at […]
Nicsa Honors Volunteers of the Year at the 2020 Strategic Leadership Forum
Boston, MA –February 27, 2020— Nicsa announced the recipients of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26 - 28, 2020 at the Marriott Harbor Beach Resort and Spa in Fort Lauderdale, Florida. Nica’s Volunteer of the Year Awards recognizes the […]
Nicsa 2020 Strategic Leadership Forum to Focus on the Asset Management Industry’s Top Business Issues
Event will highlight technology trends, distribution evolution, and top-tier client service and investment management strategies Boston, MA–February 20, 2020 — One of the most important events on the asset management industry conference calendar, Nicsa’s 2020 Strategic Leadership Forum, is just days away. Taking place in Ft. Lauderdale, FL from February 26th through the 28th, […]
Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020
Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020 Nicsa is pleased to announce the winners of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26-28, 2020 in Fort Lauderdale, Florida. “We look forward to honoring Nicsa committee members who […]
Compliance Agility and Efficiency in Investment Operations
For the past four years, registered investment companies in the U.S. have largely been focused on the reporting modernization regulations adopted by the SEC, such as Forms N-PORT and N-CEN. Now, after meeting those requirements, including a significant N-PORT filing in 2019, Gary Casagrande, Vice President of Global Market Strategy at Confluence, said it’s […]
Technological advancement in the asset management industry is undoubtedly a double-edged sword. Used strategically, it can bring forth better visibility, streamlined workflows, and higher returns. When mismanaged, the results can be harder to swallow, presenting increased risk in terms of data privacy and security. Nicsa members explored this issue in depth during a recent […]
Advancing Diversity in the North American Fund Industry | Article by Paperjam
“As asset management professionals looking to best support the distribution of our products and services, we have to understand who our clients are and ask ourselves if the industry’s workforce is reflective of the society we serve,” said Jim Fitzpatrick, President and CEO of Nicsa as he reviews the rewards, challenges, and the road ahead […]
A Look at Who’s Taking the Nicsa Stage at 2020 SLF
Thought leaders from around the nation and around the globe will convene at Nicsa’s Strategic Leadership Forum from February 26-28 at the Marriott Harbor Beach Resort in Fort Lauderdale. Here’s a look at our lineup, including experts from a diverse set of asset management firms, broker dealers, and extensive group of technology, law, and service […]
Architects of Innovation: Product Creation in Asset Management
If you look back at the history of asset management, investors are better off today than ever before — at least according to Kunal Kapoor, Chief Executive Officer at Morningstar. Kapoor explored the latest product development trends in the asset management industry during Nicsa’s 2019 General Membership Meeting in Boston. The presentation was followed by […]
Nicsa Kicks Off 2020 with a Fresh Brand and a New Technology Platform
Washington, D.C.– January 13, 2020 – Today, leading asset management trade association NICSA is announcing it is rebranding to “Nicsa” and is upgrading its technology tools to better serve its members. The enhancements bring a fresh new look and improved engagement functionality as it further expands its presence in the global asset management space. “We […]
Nicsa’s SLF Features Hot Topics to Warm Up Your Winter
Join us in Fort Lauderdale from February 26-28 to address the industry’s most important issues head on. Solidify your 2020 business plans with timely insights from a diverse set of perspectives—asset management firms, broker dealers, and an extensive group professional service firms. Nicsa has over twelve hours of educational content lined up with an impressive […]