Pensions, population and policy | 2014 update

Retirement savings have been a key driver of the growth of the investment industry over the past 3 decades – but what drives retirement savings? Is it demographic trends or public policy or something else?

In this post we update our graphic look at some of the factors that may determine the level of pension assets.  We compare a small group of countries, primarily in the developed world, using data from Towers Watson’s recently-released 2013 Global Pension Assets Study.

UCITS V | Remuneration, what’s your function?

The new UCITS V directive was prompted in part by the Madoff scandal, which affected those invested in UCITS with exposure to Madoff feeder funds. As a result, EU regulators have focused greater attention on investor protections, including performance-linked compensation of asset managers.

Financial Times Feature | Fight against short-termism is misdirected

This Financial Times featured article makes the argument that companies and their executives put too much emphasis on short-term performance (profitability) and not enough on making the investments and decisions necessary to create and sustain long-term growth.

NICSA Industry News Digest | July 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

Regulatory Parallel Play

An update on worldwide regulatory trends at the 25th annual Globalisation of Investment Funds Conference, organized by the International Bar Association and co-sponsored by NICSA.

ALFI Roadshow | The AIFMD: 1 year on

The most recent ALFI Roadshow, held in New York City on June 5, 2015, focused on the imminent AIFMD deadline and address key considerations for US fund managers.

UCITS V | 6 steps to meet new depositary requirements

The EU’s new UCITS V directive will have a significant effect on money manager operations. Among most notable areas of change are new rules concerning liability, delegation and eligibility of entities that may act as depositaries. In a recent NICSA webinar sponsored by ALFI, experts from State Street and Foley & Lardner discussed what US fund managers need to do to comply with the new directive.

NICSA Industry News Digest | June 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

NICSA and IRI | Beneficiary Designation Practices Survey

Don't forget to participate in the NICSA and the Insured Retirement Institute's expanded survey on best practices in beneficiary designations!

Tackling the 6 greatest challenges of IBOR

A panel of experts from Beacon Consulting Group, State Street, Eagle Investment Systems, Citigroup and SunGard recently addressed the challenges and best practices for incorporating IBOR during a Broadridge sponsored NICSA seminar.

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