NICSA Welcomes ICI President at October GMM

NICSA Welcomes ICI President at October GMM
Author: NICSA One thing that makes NICSA’s 2017 General Membership Meeting a can’t-miss event is hearing from one of the biggest names in industry policy. NICSA is very pleased to feature Paul Schott Stevens, President and CEO of the Investment Company Institute (ICI), as a renowned keynote speaker at this year’s General Membership Meeting.

Part II | Distribution Trends and Best Practices for Mutual Fund Firms

Part II | Distribution Trends and Best Practices for Mutual Fund Firms
The asset management distribution landscape is undergoing rapid change. Share class definitions are shifting and use of “alternative” products is expanding. As a result, operational challenges abound.

Part I | Distribution Trends and Best Practices for Service Providers

Part I | Distribution Trends and Best Practices for Service Providers
The shifting landscape in asset management distribution is changing how managers define share class structures, leading to evolving operations and technology needs. Transfer agents and record keepers are particularly affected by shifts in service needs and pressure to reduce costs.

INFOGRAPHIC | Investing Through UITs

INFOGRAPHIC | Investing Through UITs
This FINRA-reviewed infographic provides an introduction to investing through unit investment trusts.

10 Facts About the Fund Industry

10 Facts About the Fund Industry
10 facts about the fund industry, from a recent presentation by Avi Nachmany and the Stategic Insight team.

Quick Take | The Brave New World of Asset Management

Quick Take | The Brave New World of Asset Management
At the NICSA Strategic Leadership Forum in February, in a breakout session on “‘The Dissolving Boundaries: Passive Strategies Achieve Explosive Growth, Alternatives Become Core and ETFs Mature | Forecast: Clouds Making Way for Blue Sky,” representatives from session sponsor PwC talked about the outlook for the asset management industry. Here’s the quick take from that session.

Quick Take | Financial Advisers Integrate Active and Passive

Quick Take | Financial Advisers Integrate Active and Passive
At the NICSA Strategic Leadership Forum in February, in a breakout session on “Advisor Insight: Trends and Segmentation Strategies for Growth,” representatives from Cogent, Principal Funds, Strategic Insight and session sponsor Broadridge talked about trends in adviser sales of mutual funds. Here’s the quick take from that session.

Quick Take | Responding to the Growth in Liquid Alternatives

Quick Take | Responding to the Growth in Liquid Alternatives
At the NICSA Strategic Leadership Forum in February, in a breakout session on “Liquid Alternatives: Time for Investor Education and Risk Awareness,” representatives from DST Systems and session sponsor State Street talked about the growth of liquid alternatives funds. Here’s the quick take from that session.

Financial Times Feature | Actively managed exchange traded funds

Financial Times Feature | Actively managed exchange traded funds
This Financial Times featured article takes a look at actively-managed exchange-traded funds -- with a focus on a new type of fund from Eaton Vance that has recently received SEC approval. This new fund type, branded as NextShares™, will be launched in the second half of this year.

Quick Take | 5 Tips for Making Data Drive Distribution

Quick Take | 5 Tips for Making Data Drive Distribution
At the NICSA Strategic Leadership Forum in February, in a breakout session on “Harnessing Data and Technology to Propel Your Distribution Efforts to New Levels of Effectiveness,” representatives from Acceleration Partners and session sponsor Celera System talked about the intersection of data and fund distribution. Here’s the quick take from that session.

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