Trends in the Advisor Market

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

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

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

“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….

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