Data Analytics: The Value of Business Intelligence Reporting

Firms across the asset management industry are increasingly focused on transforming into customer-centric, data-driven organizations. NICSA members discussed this movement and gained a deeper understanding of trends in business intelligence during a breakout session at the 2018 GMM. Lyndsay Noble, Lead, Analytics Consulting Practice, DST Systems, moderated the panel, which featured experts from BNY Mellon,…

Protecting the Franchise: Managing Risk in the Global Economy

NICSA members learned strategies for surviving and thriving in uncertainty during a session on the topic at last month’s General Membership Meeting. Antonio Crombie, Strategic, Regulatory and Operational Risk Management Leader at Deloitte, lead a panel of experts from Foreside, Putnam, and SEI through the discussion, which was centered on best practices. TRENDS IN RISK MANAGEMENT…

Advisor Feedback: Success Strategies from Top Performers

“There’s no better way to up your game than to listen to your clients,” said Mary Kralis Hoppe, CIMA, Senior Vice President, Field Sales, US Global Wealth Management at PIMCO Investments, during a panel on advisor feedback during the NICSA GMM last month. “Oftentimes, there are a lot of disconnects as to what we think…

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…

Innovation in Sustainable Finance

If you’re wondering what effects population growth has had on the environment, take a look at side-by-side photos of Alaska’s Muir Glacier taken in 1914 and 2014. The snapshots provide alarming visual evidence that the dense ice has retreated significantly over the last century. Hakan Lucius, Head of Corporate Responsibility at European Investment Bank, displayed these…

Digitize Me: The Evolving Client Experience

NICSA members learned about technological trends poised to transform the asset management landscape and how they can enhance the client experience during the 2018 General Membership Meeting last month. Chuck Gallant, Managing Director at BNY Mellon, moderated the panel, which featured experts from BlackRock, DTCC, and Northern Trust. Barbara O’Malley, Senior Vice President at Northern…

Converting Data Analytics into Business Strategy

On Oct. 24, #WebinarWednesday enthusiasts tuned in for part three of a comprehensive discussion on data analytics. The conversation picked up where NICSA’s webinar, “Adding Value with Modeling techniques,” left off. Ryan Dargis, Senior Vice President of Northern Trust, set the stage. “Today’s session follows on our earlier data-focused webinars and will concentrate on what…

GMM Attendees Invited to Join the Diversity Movement

NICSA members closed out NICSA’s 2018 General Membership Meeting with an intellectually honest discussion about the challenges and realities of diversity and inclusion within the industry. Dan Houlihan, Executive Vice President, Head of Global Fund Services, North America, Northern Trust, moderated the panel, which included forward-thinking representatives from Confluence, Fidelity, and Northern Trust. Houlihan began…

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…

Capital Markets Masterclass

Attendees of NICSA’s annual General Membership Meeting received a comprehensive overview focused on the sunny investment environment of today as well as clouds on the horizon. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team at J.P. Morgan, led the general session. “We are now in the 10thyear of…

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