Overview: Nicsa’s 2023 General Membership Meeting kicked off with an eye-opening keynote: Mutual Funds 2030: Rising Expectations, led by PwC’s Peter Finnerty and Declan Byrne, Mutual Funds Practice Leader and Research & Analytics Leader, respectively. The session explored how expectations from investors, employees, regulators, and society as a whole have drastically increased through the pandemic, […]
Nicsa's 2023 General Membership Meeting offered a look into the advisor landscape and the shifting intermediary marketplace. Broadridge’s Tim Kresl and Columbia Threadneedle Investments’ Jim Bumpus, Head of Intermediary Markets, discussed key trends. With the increasing product complexity and evolving investor expectations, advice models are being reshaped. The session’s audience included executives from across the […]
Nicsa Announces Investment Industry’s First “transparent” Conference
Marlborough, Massachusetts – September 8, 2008 – NICSA (The National Investment Company Service Association) announced today that it has launched the mutual fund industry’s first “transparent” conference. For the first time ever, the trade association will offer online access to session content for a highly-regarded industry conference, as well as the opportunity to interact with […]
McLean, VA, January 29, 2017—NICSA announces the launch of its Strategic Leadership Forum, Disruptors Facing the Asset Management Industry. Leading financial services companies, including asset managers, mutual fund companies, broker dealers, as well as service providers and professional services firms that support the industry converge in Hollywood, Florida to share their insights on shifting paradigms […]
Nicsa Honors Industry Leaders with NOVA Awards at 2019 General Membership Meeting
Washington, D.C. – September 12, 2019— NICSA, a leading asset management trade association, today announced the winners of the 2019 NICSA NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. Award winners are showcased each year at the NICSA General Membership Meeting and this year will be honored on October […]
NICSA Announces Election of Seven New Board Members
McLean, VA – October 15, 2018: NICSA announces that it has elected the following new members to its Board of Directors: Stacy Bernstein – American Century Investments; Cliff Poirier – Fidelity Investments; Bethany Hendricks – Franklin Templeton; Mark Lavan – Legg Mason; Kirk Reid – OppenheimerFunds; Rachel Schnoll – Goldman Sachs Asset Management; and Sasha […]
Leading Asset Management Firms Launch Initiative to Improve Diversity of Financial Services Industry
BOSTON, MA – OCTOBER 2, 2018 – “The Diversity Project,” an initiative focused on increasing diversity within the asset management industry, was launched today in North America by 14 leading financial organizations. NICSA, a non-profit trade association for the global asset management industry, is the sponsor of the Project. The goal of the Diversity Project […]
NICSA Honors Volunteers of the Year at 2019 Strategic Leadership Forum
Washington, D.C. – April 4, 2019—NICSA announced the recipients of its 2019 Volunteer of the Year Awards. Honorees will be celebrated at the NICSA Strategic Leadership Forum held April 3-5, 2019 at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL. “NICSA’s Volunteer of the Year Awards recognize the outstanding efforts of […]
Nicsa Partners With Diversified Management Resources For Compliance Practices Survey
Boston - August 18, 2004. The National Investment Company Service Association (NICSA) announced today that it is partnering with Diversified Management Resources (D.M.R.) to conduct a survey to confirm the state of the securities industrys preparation for federal securities regulations that require mutual funds and investment advisers to adopt and implement a Compliance Program and […]
Nicsa Adds New Committees on Alternatives & Separately Managed Accounts
Washington, D.C. – May 21, 2019—NICSA, a leading trade association dedicated to fostering dialogue and connecting all aspects of the global asset management industry, today announced the launch of two new committees as it further expands its reach into the product and distribution business lines of the industry: the Alternative Investments Committee and the Separately […]
Nicsa Announces The Election Of Vice Chairman, Four New Members To The Board Of Directors
Wellesley, MA—June 29, 2005—The National Investment Company Service Association (NICSA) announced at the trade-association’s annual General Membership Meeting the election of a new officer, Vice-Chairman, and the election of four Directors to its Board. Peggy Schooley, President of Evergreen Service Company was elected to the new office, Vice Chairman. Peggy joined Evergreen in 2005 from […]
Miami, Florida - February 18, 2008 - The National Investment Company Service Association (NICSA) announced today that Theresa Hamacher, CFA has been named President of the association, effective March 3, 2008. "NICSA is very fortunate to have Theresa joining the organization," said Peggy Schooley, President of Evergreen Service Company and Chairman of NICSA. "We are […]
