Preparing for the Next-Gen Client Base

Preparing for the Next-Gen Client Base

Affluent millennials — defined as individuals born from 1982 to 2000 who have $100,000 or more in investible assets — are a nascent but quickly expanding population, and learning how to successfully engage them is of increasing importance to asset management firms. According to a recent study by Cogent Reports, more than a third of…

TAX & REPORTING UPDATE: AVOIDING FUND REPORTING TRAPS

TAX & REPORTING UPDATE: AVOIDING FUND REPORTING TRAPS

NICSA members gleaned valuable insights from a recent #WebinarWednesday primer on the 2019 tax legislation and reporting landscape. The discussion, which featured professionals from State Street and EY, provided an in-depth look at changes that will significantly impact asset managers. LAG Rule and Partnership Withholding Maria Murphy, Principal, Tax Services at Ernst & Young LLP, kicked…

Next-Generation Proxy Voting

Next-Generation Proxy Voting

As the industry continues to evolve through rapid advancements in technology, so do the tools funds can use to improve the accuracy, transparency, and efficiency of the proxy voting and solicitation system. “While mail — both hard copy and email — and phone calls are still important tools in engaging fund shareholders, we’re always striving…

A Look At NICSA’s 2019 Strategic Leadership Forum Speaker Line-Up

A Look At NICSA’s 2019 Strategic Leadership Forum Speaker Line-Up

NICSA’s Strategic Leadership Forum will take place April 3-5, 2019 at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL. Here, thought leaders within the asset management industry will convene to discuss the top issues facing today’s asset management industry. Here’s a sneak peek at the innovative firms taking the stage at…

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