Big Data | Four must-haves for success

Big Data

There’s a lot of talk about Big Data, but using it effectively is where the rubber meets the road. The value of adopting a Big Data environment is finding ways to use data in more predictive and prescriptive ways.

Read about the four critical factors for effective use of data in an organization.

Leveraging technology for the DIY investor


The DIY investor has never had more online options. Let’s take a closer look at this ongoing evolution and consider its impact on the market, with a focus on the growing number of options and level of sophistication currently available in online advice.

National Retirement Planning Week 2014 | April 7-11


This week is National Retirement Planning Week®, which is led by the National Retirement Planning Coalition (NRPC). NICSA is among the participating financial industry, education and advocacy organizations in the NRPC. The purpose is to increase awareness of the need for comprehensive retirement planning.

NICSA Committee Spotlight | West Coast Regional Committee

NICSA Committee Spotlight

The West Coast Regional Committee has become an integral part of NICSA’s efforts to engage with our colleagues on the west coast, which is why they are the subject of the NICSA Committee Spotlight for Spring 2014!

Financial Times Feature | Surge in China internet money funds is risky

Financial Times

In this Financial Times featured article, Surge in China internet money funds is risky, Bob Pozen, senior lecturer at the Harvard Business School and senior fellow at the Brookings Institution, and Theresa Hamacher, President, NICSA provide answers to some of the questions around internet money funds, including how regulators can protect investors from this unregulated and untested investment.

What’s ahead? Liquid alts!

Among industry trends highlighted in a recent NICSA webinar featuring Lee Kowarski, partner at kasina, and Avi Nachmany, director of research at Strategic Insight, is a persistent trend toward product innovation in liquid alternatives. Webinar participants identified these new products as among the most likely to affect asset management operations in 2014.

NICSA Industry News Digest | April 2014

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

Test your knowledge | NICSA Transfer Agent Compliance Guide


Test your transfer agent compliance knowledge. How familiar are you with the regulations governing transfer agent operations? Take this short quiz to find out!

NICSA benchmarking | Low balance accounts

Low Balance Account Chart3

This NICSA News guest blog feature was written and submitted by the NICSA Compliance and Risk Management Committee members Tony D’Elia, AllianceBernstein and Kevin Seymour, OFI Global.

4 solutions for common project management problems


Projects are a fact of life. That’s why an effective, step-by-step project management process can benefit everyone. But, even with a process in place, problems can arise. Take a look at these 4 solutions to some common, everyday project management problems.

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