Five Trends from Nicsa’s Product-Focused SLF Session
A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum, Building Tomorrow’s Portfolio, delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset Management Strategy Consulting. Panelists included Katie Fischer, Director, Equity, Fixed Income […]
The Rise of Hyperpersonalization in Wealth Management
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization. The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of […]
Stripping the Labels: Panelists Talk Operational Change
Investment management companies have had clearly-defined front, middle, and back offices for ages — but over the years, corporate culture has begun to change. Nicsa members explored how firms are breaking down the walls from an operational perspective during the second day of GMM 2020, held virtually on October 8. “Asset managers, services providers: […]
Distributors Take a Close Look at the Product Lifecycle
Nicsa members received a detailed look into product lifecycle challenges from the distributor’s point of view during the second day of GMM 2020, held virtually on October 8. Linda York, Senior Vice President of Cogent Syndicated, moderated the event, which featured diverse perspectives from Bank of America, LPL Financial, and Morgan Stanley. Robert […]
Nicsa’s Diversity Project North America Announces Release of D&I Pulse Survey Results
Boston, MA – October 28, 2020 – Nicsa is pleased to announce the release of its 2020 Pulse Survey Report: a pulse check on the perception of diversity, equity and inclusion in the asset management industry. As part of its mission to accelerate D&I in the asset management industry, Nicsa’s Diversity Project North America […]
Nicsa Announces Election of Chairman and Six New Members to its Board of Directors
Boston, MA – October 13, 2020 – Nicsa announced at its 2020 General Membership Meeting the election of Scott Brady, Head of US Product Development & Strategy at Columbia Threadneedle Investments, as Chairman of its Board of Directors. As Chairman, Mr. Brady will preside over the governing body of the Association as well as […]
Nicsa’s “Face the Membership” Session to Feature Two of the Industry’s Most Influential Women
Asset management executives from over 50 firms will gather at Nicsa’s virtual General Membership Meeting to discuss some of the most timely and pertinent topics affecting the global asset management industry. As always, the much anticipated “Face the Membership” session is expected to provide valuable insight into industry trends from the perspective of industry thought […]
Nicsa 2020 General Membership Meeting to Focus on the Path Forward for the Asset Management Industry
Boston, MA – September 28, 2020 — Nicsa’s keystone industry event, its General Membership Meeting, is going virtual this year and features some of the industry’s most influential innovators. The GMM will take place from October 7-9. The General Membership Meeting will bring together industry professionals via a virtual platform to hear dynamic and […]
