Five Critical Dimensions of Data: A Primer for Asset Managers
Thought leaders from Citi and Capital Group shared their perspectives on how to consume big data, manage its governance, and deploy comprehensive management solutions during a recent Nicsa GMM session moderated by Brad Mahaney, Managing Consultant at Aliter Investment Services. "The amount of information available to us has grown exponentially, and that's a function […]
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. […]
Asset managers gained valuable insight on how to capture advisors’ attention and leave a lasting impression during a recent #WebinarWednesday presentation on the topic. Meredith Lloyd Rice, Vice President at Cogent Reports, Market Strategies International, moderated the session. “I’ll be sharing highlights from two of our syndicated research products: our Advisor Brandscape® and our Advisor Touchpoints® […]
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 […]
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 […]
