In the asset management industry, harnessing data correctly helps distribution teams boost productivity and improve client engagement, among other benefits. Leaders from Franklin Templeton, Allspring Global Investments, and Morgan Stanley took a deep dive into this topic during a recent session at Nicsa’s GMM moderated by Ben Doob, Head of Market Intelligence at ISS. […]
Companies like Amazon, Uber, and Airbnb have radically altered customer expectations — and in doing so, they've raised the bar for everyone. As a result, people now expect Amazon-like conveniences across all industries and areas of practice, including financial services. Members of Nicsa explored this phenomenon at their 2022 General Membership Meeting. A recent […]
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 […]
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. […]
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 […]
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 […]
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 […]
