Digitize Me: The Evolving Client Experience

Digitize Me: The Evolving Client Experience

NICSA members learned about technological trends poised to transform the asset management landscape and how they can enhance the client experience during the 2018 General Membership Meeting last month. Chuck Gallant, Managing Director at BNY Mellon, moderated the panel, which featured experts from BlackRock, DTCC, and Northern Trust. Barbara O’Malley, Senior Vice President at Northern…

Converting Data Analytics into Business Strategy

Converting Data Analytics into Business Strategy

On Oct. 24, #WebinarWednesday enthusiasts tuned in for part three of a comprehensive discussion on data analytics. The conversation picked up where NICSA’s webinar, “Adding Value with Modeling techniques,” left off. Ryan Dargis, Senior Vice President of Northern Trust, set the stage. “Today’s session follows on our earlier data-focused webinars and will concentrate on what…

GMM Attendees Invited to Join the Diversity Movement

GMM Attendees Invited to Join the Diversity Movement

NICSA members closed out NICSA’s 2018 General Membership Meeting with an intellectually honest discussion about the challenges and realities of diversity and inclusion within the industry. Dan Houlihan, Executive Vice President, Head of Global Fund Services, North America, Northern Trust, moderated the panel, which included forward-thinking representatives from Confluence, Fidelity, and Northern Trust. Houlihan began…

GMM Executive Session: Perspectives from the C-Suite

GMM Executive Session: Perspectives from the C-Suite

NICSA’s 2018 General Membership Meeting in Boston was kicked off Thursday, Oct. 11, with a peek into the minds of top asset management executives. Bob Mulhall, Partner, Wealth and Asset Management, EY, led a panel of seasoned executives from RBC Global Asset Management, State Street Global Advisors, and Eaton Vance through the discussion, which focused on…

Capital Markets Masterclass

Capital Markets Masterclass

Attendees of NICSA’s annual General Membership Meeting received a comprehensive overview focused on the sunny investment environment of today as well as clouds on the horizon. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team at J.P. Morgan, led the general session. “We are now in the 10thyear of…

UCITS Assets Could Quadruple by 2048, According to ALFI’s 30th Anniversary Report

UCITS Assets Could Quadruple by 2048, According to ALFI’s 30th Anniversary Report

Guest Author: ALFI According to the report issued today by ALFI to mark ALFI’s 30th anniversary, UCITS assets have the potential to grow at a compound rate of 5% in the next three decades, with average annual net sales flows rising from €201 billion in 2017 to €860 billion in thirty years. As long as…

Trends on the Advisor Landscape

Trends on the Advisor Landscape

Author: NICSA Asset managers gained valuable insight on how to capture advisors’ attention and leave a lasting impression during a recent #WebinarWednesday presentation on the topic. Meredith Lloyd Rice, Vice President at Cogent Reports, Market Strategies International, moderated the session. “I’ll be sharing highlights from two of our syndicated research products: our Advisor Brandscape® and our…

NICSA Recognizes Leaders in Asset Management at General Membership Meeting

NICSA Recognizes Leaders in Asset Management at General Membership Meeting

NICSA will be recognizing outstanding leadership in the global asset management industry at its GMM in Boston. Nominated by their colleagues within the asset management industry, the award winners are chosen by an independent panel of judges comprised of distinguished industry leaders. Don’t miss the opportunity to celebrate excellence in innovation! Read press release. This…

NICSA To Be Featured at ALFI Global Distribution Conference

NICSA To Be Featured at ALFI Global Distribution Conference

Author: Jim Fitzpatrick, President of NICSA NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on…

Recognizing Social Engineering: How to Build “Guardians of the Enterprise”

Recognizing Social Engineering:  How to Build “Guardians of the Enterprise”

Author: NICSA One out of every 2,500 calls into financial call centers is a fraud call.1This staggering statistic is part of a growing and evolving trend in the asset management industry. Fraudsters are on the rise, and their methods of exploitation are becoming increasingly sophisticated. “I cannot think of another topic that has captivated our…

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