Five Trends from Nicsa’s Product-Focused SLF Session
A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum, Building Tomorrow’s Portfolio, delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset Management Strategy Consulting. Panelists included Katie Fischer, Director, Equity, Fixed Income […]
The Rise of Hyperpersonalization in Wealth Management
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization. The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of […]
BlackRock’s Robert Kapito to Headline at Nicsa SLF
A leader of one of the world’s premier providers of global investment management, risk management and advisory services, Robert Kapito is an industry innovator and thought leader on best practices in investment management. He was the recipient of the 2009 Joseph Wharton Leadership Award, the Marine Corps-Law Enforcement Foundation’s 2010 Semper Fidelis Award. Mr. Kapito […]
Strategic Leadership Forum Planning Underway: Relationships Take Center State
Nicsa has been hard at work shaping the agenda for this year’s Strategic Leadership Forum. Planning is well under way and a terrific program full of rich, value-added content is taking form. Nicsa encourages all members to join us in tackling 2021: The Year of the Relationship at the Nicsa SLF from February 24 - […]
A Continued Conversation on Race in the Global Asset Management Industry
Nicsa launched its Diversity Project America in late 2018 to provide the industry with a bold pathway for action in the diversity and inclusion (D&I) space. Amid the current movement to end systemic racism, the association recently presented the second installment of the webinar series Listen, Learn, and Lead, sponsored by Northern Trust. This […]
Nicsa Honors Industry Leaders With 2020 NOVA Awards
Boston, MA – December 15, 2020— Nicsa, a leading asset management trade association, today announced the winners of the 2020 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. The 2020 award winners are as follows: Lifetime Achievement Award Paul Schott Stevens, President & CEO, Member of the Executive […]
Nicsa members received an in-depth look at current distribution trends during a Webinar Wednesday event moderated by Lesley Keefe, Managing Director at EY. The session, held early November, featured panelists from EY’s wealth and asset management business consulting practice. During the second half of 2019 and early 2020, EY conducted research focused on two […]
Former Nicsa Chairman Dan Houlihan Weighs in on Industry Tech Transformations
The COVID-19 pandemic has highlighted the potential of technology and why it could reshape the asset management landscape. With a spotlight on digital client interaction and resiliency, asset managers are adapting to the increasing importance of technology, but the industry has a way to go in terms of intervention and innovation. Former Nicsa Chairman of […]
