Retirement has become the hot topic of discussion on both the legislative and regulatory sides of the industry.
In this NICSA webinar recap, Chad Breunig, Senior Vice President and Director of Fiduciary Services for Wells Fargo Institutional Retirement and Trust gave attendees an inside look at the current state of the retirement industry and what we can expect to see in 2014.
Scrubbing data isn’t a glamorous job – just an essential one.
It’s so important that Tech Republic ranked it #2 in their recent list of 10 things you should do when building your Big Data strategy, right after “understand your business objectives.”
No wonder, then, that data management is getting a lot of attention in the investment industry.
NICSA is pleased to announce the following enhancements to the Transfer Agent Compliance Guide, which are available immediately to subscribers to the online Guide. Learn more about the latest updates…
Assessing the risks associated with mutual fund investments have become a challenge for today’s investor.
With the introduction of non-traditional securities and investment techniques, traditional investments have started to take a back seat. However, when it comes to risk assessment, investors are forced to rely on outdated, confusing information about their investments.
In this Financial Times feature, Complex funds need better risk disclosure, Bob Pozen, senior lecturer at the Harvard Business School, and Theresa Hamacher, President, NICSA, suggest that funds establish standardized, quantitative measures to help investors understand and evaluate overall investment risk better than the traditional method.
The month of April brought us spring showers, tax day and bad allergies, but most importantly great content.
News around the industry was buzzing around retirement, AIFMD, social media, and other hot topics that we captured in the May 2013 issue of NICSA News Monthly.
Hurricane Sandy wreaked havoc across the Eastern US and caused the New York Stock Exchange to close for two days—a weather-related closing unprecedented since 1888. The week of October 29, 2012 also marked the beginning of a renewed focus on ensuring the financial services industry is operationally ready for future events of this magnitude and beyond.
The investment management industry is constantly evolving to adapt to the changing needs of investors, new regulation and technological innovation.
At the recent “NICSA in the Middle” Conference, focusing on middle office issues, Dick Taggart, Senior Vice President, Investment Management, at State Street reviewed the evolution of the structure of the industry. Here’s what he had to say…
Big Data is a hot topic in many industries including financial services. Emerging out of large Internet companies, Big Data only recently became applicable to other businesses. It addresses data and analytics challenges too complex for traditional, relational database engines to handle in a cost-effective way.
The bottom line? Big Data is faster, cheaper and easier to program than traditional platforms. In this NICSA News webinar highlight, we share answers about Big Data from Paul Barth and Prithwi Thakuria of NewVantage Partners.
The 2013 NICSA Annual Conference was jam-packed with speakers, presentations and discussions covering all of the most-talked about topics around the industry.
Take a look at the video highlights from this year’s event, where you can watch the recap of the best presentations right from your desktop.
At the 2013 NICSA Annual Conference in Miami, keynote speaker, Daniel Burrus, delivered a thought-provoking presentation centered around strategic foresight and certainty.
With your help, we have separated some specific “hard trends” and their corresponding opportunities to better illustrate what’s in store for the future of the industry.
Take a look at the results in this NICSA News post and let us know the “hard trends” affecting your business.