Industry disruption: It’s thrilling when your organization is causing it — and quite the opposite if your organization is lagging behind. Attendees of Nicsa’s Strategic Leadership Forum got the opportunity to stay on the cutting edge by exploring the latest tech solutions, ecosystems, and configurations during a general session moderated by Phil Andriyevsky, Partner, […]
How Industry Leaders are Transforming Challenge into Opportunity
The Great Reprioritization: How Industry Leaders are Transforming Challenge into Opportunity Replay Session Compared with the hardest-hit industries, asset management has emerged from the pandemic relatively strong — at least from a financial standpoint, according to Yariv Itah, Managing Principal at Casey Quirk, a Deloitte Business. “The industry has not managed more assets, generated […]
Nicsa Announces Events Calendar – Not Business As Usual For Spring 2009
Contact: Ellen Weinraub Marketing Director, NICSA 508-683-1613 Marlborough, MA — April 9, 2009 — As the industry copes with the challenges of doing business in touch economic times, so must NICSA, a not-for-profit trade association which has served the mutual fund industry for over 47 years. “We are responding to the times”, says NICSA president, […]
Nicsa Releases White Paper - Broker/Custodian Resignations
McLean, VA, February 13, 2017 —NICSA is pleased to announce the release of a new white paper to its member firms: Broker/Custodian Resignations, An Assessment of Firm Preparedness and Current Practices. The Department of Labor’s fiduciary rule—whether delayed, altered, or implemented in April 2017—has thrust an increased complexity onto client servicing and puts critical process […]
Making The Business Case: Why Diversity Matters To ESG Investors
As investors become aware of the sustainability and ethical implications of their decision-making processes, the conversation around diversity and inclusion (D&I) has become all the more relevant to asset managers. Nicsa members had the opportunity to explore the intersection between Environmental, Social, and Corporate Governance (ESG) investing and D&I at a bonus breakfast sponsored by […]
Nicsa Partners With NECF In Support of First-of-its-kind Online Program Through UC Berkeley
Boston - January 26, 2004. The National Investment Company Service Association (NICSA) announced today that it is partnering with New England College of Finance (NECF) to promote a new online program with UC Berkeley Extension. This innovative and timely program, entitled "Accelerated Program in Financial Services", was created under the direction of an Advisory Board […]
Nicsa Announces Election of Nine New Members to their Board of Directors
Boston, MA – October 17, 2019 – Nicsa is announcing it has elected nine new members to their Board of Directors: Brandon Anderson – SS&C Patrick Curtin – Citi Clint Harris – Invesco Chris Keller – Harris Associates Frieda Lewis – Broadridge Dan Moorman – Wells Fargo Eileen Norton – TD Ameritrade David Rosen – […]
Finally, A Complete Analysis Of The Mutual Fund Industry
BOSTON, January 8, 2001- While dozens of books have been written to tell investors how to select mutual funds for their investment portfolios, very few address the aspect of how a fund company actually works. A Purely American Invention: The U.S. Open-End Mutual Fund Industry does just that. The book-an "everything you've ever wanted or […]
