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 […]
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 […]
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 […]
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 […]
