On the Clock to Advance DEI Replay Session Nicsa’s Strategic Leadership Forum wouldn’t be complete without a deep dive into building genuinely equitable workplaces — after all, DEI has to be practiced at the top, not just on the front lines. Cassie McCarthy, Manager, EY’s Wealth and Asset Management Consulting Practice, moderated an important […]
Several CEOs spearheading the future of asset management kicked off the last day of Nicsa’s Strategic Leadership Forum with a fireside chat covering the industry’s hottest topics. The event was moderated by Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management, and featured leadership from Allspring Global Investments, BNY Mellon, and Columbia […]
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 […]
