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…

Industry Leaders Outlook: Product & Marketing Roundtable

It’s no secret that the wealth and asset management industry is facing rapid evolution in terms of product development and marketing trends. As the industry continues to transform, Matt Fronczke, Director, Analytics & Consulting at SS&C Research, says future success lies in the asset manager’s ability to provide personalized investment solutions, which will require a paradigm…

The Intersection of ESG, Big Data, and Artificial Intelligence

Earlier this summer, NICSA hosted an outstanding panel on ESG in New York. Previously, in part 1 of this three-part series, we discussed how the panelists described learning about ESG as being akin to “Learning a New Language”, while in part 2, we learned about the ways in which institutional investors are thinking about ESG. …

A Glimpse at the 2019 GMM Speaker Lineup

NICSA’s General Membership Meeting will take place October 17-18, 2019 at the Royal Sonesta in Boston. NICSA is bringing together an impressive line-up of innovative leaders to discuss timely themes facing the global asset management industry and the business response to those issues. Here’s a sneak peek at the firms taking center stage at the…

Understanding Regulation Best Interest

In June, the SEC voted to adopt a package of rules and interpretations designed to increase the quality and transparency of retail investors’ relationships with financial professionals. These directives included the Regulation Best Interest (Reg BI) rule, the Form CRS Relationship Summary, and two distinct interpretations under the Investment Advisers Act of 1940. During a…

Trends in the Advisor Market

Asset managers and distributors are always looking to uncover strategies that strengthen partnerships with financial advisors — and NICSA members had a free opportunity to do so during a #WebinarWednesday event late last month. Meredith Lloyd Rice, Vice President at Cogent Syndicated, a division of Escalent, presented the webinar, in which she shared highlights from the…

The Institutional View of ESG

In June, NICSA hosted a well-attended panel on ESG in New York. This event covered a great deal of ground, and in Part 1 of this three-part series, we discussed how the panelists described learning about ESG as being akin to “Learning a New Language.”  Rosetta Stone secured, the audience was then treated to discussion…

TWO MUST-SEE KEYNOTES REVEALED FOR NICSA GMM IN OCTOBER

NICSA will be back at the Royal Sonesta in Boston this fall for its annual General Membership Meeting from October 17-18 to address the top issues facing asset managers and financial service providers.  Here, NICSA members will have the opportunity to share time with two industry powerhouses: Fidelity’s Carolyn Clancy and Morningstar’s Kunal Kapoor.  Upside & Opportunity…

“Like Learning a New Language…” NICSA Presents a Rosetta Stone for Learning to Speak ESG

In June, NICSA held its latest event, focused on “ESG Essentials for Asset Managers & Advisors.” The discussion was robust and more than filled a two-hour window, led by moderator Hannah Glover, Managing Editor with Ignites, and featuring: John Farley, Vice President – Responsible Investment Strategy, Calvert Research & Management; Mark Hays, Vice President – Sustainable Investing, J.P….

NICSA GMM Takes In-Depth Look at Growth and Innovation

NICSA members are pursuing pathways to industry growth and the 2019 General Membership Meeting in October is set to help firms navigate a crosscurrent of disruptive trends. To address these issues, tenured experts across firm types, business channels, and operating models will converge to focus on delivering better outcomes to investors. The 2019 NICSA GMM will gather…

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