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Fraud Alert: Current Trends & Prevention Techniques

The latest technological innovations are bringing enhanced customer experiences to financial organizations, but with those milestones come new cybersecurity threats. As protecting firms and clients becomes a growing and evolving concern, it’s more important than ever to stay one step ahead of cyber criminals. NICSA members tackled this topic during a breakout session on best […] read more

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NICSA Recognizes Leaders in Asset Management at General Membership Meeting

NICSA will be recognizing outstanding leadership in the global asset management industry at its GMM in Boston. Nominated by their colleagues within the asset management industry, the award winners are chosen by an independent panel of judges comprised of distinguished industry leaders. Don’t miss the opportunity to celebrate excellence in innovation! This year’s Strategic Leadership […] read more

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The Bottom Line: Exploring the Benefits of Wellness in the Workplace

The human element will become a critical asset in the workplace of the future, said David Atkinson, People and Organization Director at PwC, during a recent #WebinarWednesday on employee wellness. Atkinson moderated the event, which featured a panel of forward-thinking experts from Franklin Templeton Investments, Invesco, and MFS Investment Management. The session allowed attendees to […] read more

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GMM Executive Session: Perspectives from the C-Suite

NICSA’s 2018 General Membership Meeting in Boston was kicked off Thursday, Oct. 11, with a peek into the minds of top asset management executives. Bob Mulhall, Partner, Wealth and Asset Management, EY, led a panel of seasoned executives from RBC Global Asset Management, State Street Global Advisors, and Eaton Vance through the discussion, which focused on […] read more

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NICSA To Recognize Volunteers of the Year at Strategic Leadership Forum

NICSA is pleased to announce the winners of its 2019 Volunteer of the Year Awards. Volunteers will be honored at the NICSA Strategic Leadership Forum held from 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 members […] read more

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The Diversity Project North America

NICSA members enjoyed an update on one of the industry’s fastest-growing initiatives — the Diversity Project North America— during a recent #WebinarWednesday event. Shaelyn Otikor, Senior Vice President, Global Strategy, Corporate & Institutional Services at Northern Trust, moderated the event, which also featured forward-thinking representatives from NICSA and Aon. Jylanne Dunne, VP, Diversity Project North America at NICSA, kicked off the program […] read more

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NICSA to be Featured at ALFI Global Distribution Conference

NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on 30 years of UCITS, explore the […] read more

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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 […] read more

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Jim Fitzpatrick Recognized as Leader in Diversity, Influential LGBT Ally

LGBT Great Launches 50For50 Pride Campaign NICSA is delighted to announce that President and CEO Jim Fitzpatrick is featured in LGBT Great’s #50For50 Executives campaign. The campaign showcases 50 executive leaders across the asset management industry pioneering a diverse and inclusive environment. Jim is a proud ally of the LGBT community and has been recognized for […] read more

Posted by: Nicsa

NICSA Recognizes Innovators in Asset Management at General Membership Meeting

NICSA will be recognizing outstanding leadership in the global asset management industry at its 2019 GMM in Boston this October. The NICSA NOVA award ceremony is one of our most anticipated events, and we very much look forward to recognizing this year’s winners. Nominated by their colleagues within the asset management industry, award winners are […] read more

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