The Power of AI Awakens in Asset and Wealth Management
A recent panel discussion at Nicsa's 2023 General Membership Meeting, Unveiling the Power of AI, delved into the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry and the unique dynamics at play, giving rise to this technological wave. The panel was moderated by Matt Labovich, US Data Analytics and […]
Strategies for Effective Governance Explored at GMM
A recent panel discussion at Nicsa's 2023 General Membership Meeting, A Confident Board, delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust, Joanne Kane, […]
Pearls of Wisdom from Morgan Stanley’s Carla Harris
Industry powerhouse Carla Harris, Managing Director and Senior Client Advisor at Morgan Stanley, shared “hard earned and hard learned” pearls of wisdom from her 32-year career on Wall Street during NICSA’s Strategic Leadership Forum this month. “I dare say that I’ve learned a few things about not only surviving, but more importantly, thriving, in the […]
NICSA’s General Membership Meeting will take place October 17-18, 2019 at the Royal Sonesta in Boston. NICSA is bringing together an impressive line-up of innovative leaders to discuss timely themes facing the global asset management industry and the business response to those issues. Here’s a sneak peek at the firms taking center stage at the […]
UCITS Assets Could Quadruple by 2048, According to ALFI’s 30th Anniversary Report
According to the report issued today by ALFI to mark ALFI’s 30th anniversary, UCITS assets have the potential to grow at a compound rate of 5% in the next three decades, with average annual net sales flows rising from €201 billion in 2017 to €860 billion in thirty years. As long as certain risk factors […]
Aligning Your Organization to Meet Changing Client Needs
As new product solutions, distribution strategies, and technologies transform the asset management industry, organizations must evolve to keep pace. “We are facing a lot of industry transformation on an ongoing basis,” Moderator Scott Smith, Director, Cerulli Associates, told attendees during a breakout session on the topic at NICSA’s Strategic Leadership Forum in Miami this month. […]
Effective Cost Forecasting and Budgeting in Asset Management
Fund firms want to make the most of advanced technology for cost forecasting and budgeting — and for good reason. By automating the process of budgeting, accruing, and validating fund expenses, firms can increase accuracy, provide more frequent reporting and analytics, and minimize risk, among other benefits. Nicsa members got the scoop on best practices […]
Best Practices in Building a Global Compliance Program
In an increasingly globalized economy, investment firms must embrace a global perspective when it comes to compliance with regulations worldwide. But doing so is no easy task. “When implementing a compliance program in a global environment, there’s a number of challenges that organizations face, from standardization issues in terms of contractual agreements and practices to […]
Industry Leaders Outlook: Product & Marketing Roundtable
It’s no secret that the wealth and asset management industry is facing rapid evolution in terms of product development and marketing trends. As the industry continues to transform, Matt Fronczke, Director, Analytics & Consulting at SS&C Research, says future success lies in the asset manager’s ability to provide personalized investment solutions, which will require a paradigm […]
Morgan Stanley’s Carla Harris to Keynote at the NICSA SLF in April
NICSA members will have the opportunity to hear the unique perspective of an industry powerhouse in an intimate setting during the Strategic Leadership Forum at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL this April. Carla Harris is the Vice Chairman, Managing Director and Senior Client Advisorat Morgan Stanley. Carla will […]
November 1, 2019 marked the inauguration of Ursula von der Leyen, the 13th president of the European Commission elected by the European Parliament. In the weeks preceding, Nicsa brought together a panel of global regulatory experts for a #WebinarWednesday event on the EU’s priorities for financial services. Gerard Gilsenan, Senior Director, Regulatory and Investor Communications at FundAssist, moderated the discussion, which […]
Affluent millennials — defined as individuals born from 1982 to 2000 who have $100,000 or more in investible assets — are a nascent but quickly expanding population, and learning how to successfully engage them is of increasing importance to asset management firms. According to a recent study by Cogent Reports, more than a third of […]
