Nicsa’s DEI Study Calls for Further Action from Industry Leaders Amid Uncertain Environment
Boston, MA – November 7, 2023 – The asset and wealth management industry has made meaningful strides on the journey to advance Diversity, Equity, and Inclusion (DEI), but needs to go the distance to deeply integrate their commitments into corporate culture and everyday business decisions according to Going the Distance: Accelerating DEI in Asset and Wealth […]
A Guest Blog by BlackRock | Diversity Project North America Member Neurodiversity in the workplace -- different ways of thinking, learning, perceiving the world, processing information, and interacting with others -- helps organizations thrive, as such an inclusive workforce can improve creativity, innovation, and problem solving. October is National Disability Employment Awareness month, and this […]
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 […]
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 […]
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 […]
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 […]
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 […]
