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Nicsa | Blogs

Nicsa Elects Five New Members To Its Board Of Directors

Boston, MA – November 2, 2022 – Nicsa announced at its 2022 General Membership Meeting the election of five new members to its Board of Directors.   The new Board members are as follows: Mike Mastroianni, US Head of Relationship Management, SS&C Kelli O'Brien, Director, Citi Charles Rizzo, Chief Operations Officer, Americas and EMEA, Head of Global Fund Administration, John […]
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Nicsa | Blogs

Nicsa Honors its 2022 NOVA Award Winners

Boston, MA -- November 2, 2022 -- Nicsa, a leading asset management trade association, is proud to announce the winners of the 2022 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. The 2022 award winners are as follows: Outstanding Service to the Fund Industry - Robert L. Gould […]
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Nicsa | Blogs

Preparing for the Next-Gen Client Base

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 […]
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Nicsa | Blogs

GDPR Is Here: Are You Ready?

The General Data Protect Regulation (GDPR), in effect on May 25, has impacted funds, distributors, administrators and depositaries that come in contract with personal data of EU citizens, regardless of where they are based. NICSA members received details about the regulation, industry obligations and other practical guidance during a recent #WebinarWednesday session moderated by Nitin […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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