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.

2014 Surprises and 2015 Predictions | Using Data More Effectively

2014 Surprises and 2015 Predictions | Using Data More Effectively
The NICSA webinar series kicked off 2015 with a look at the big picture.  Experts from kasina and Strategic Insight glanced back at the most surprising operational developments of 2014 and predicted the biggest disrupting trends in store for 2015. Here is a quick look at the highlights of the conversation.

UITs continue to surge ahead in 2014 as assets exceed $100 billion

UITs continue to surge ahead in 2014 as assets exceed $100 billion
This NICSA News feature was originally published for SmartTrust and was written by NICSA Member, Kevin Mahn, President & Chief Investment Officer, Hennion & Walsh Asset Management.

Challenging the paradigm | Top distribution strategy trends for 2015 and beyond

Challenging the paradigm | Top distribution strategy trends for 2015 and beyond

A panel of experts from EY, Boston Financial and Capital Group speaking on distribution trends during a recent NICSA webinar speculated that it’s only a matter of time before firms such as Apple and Google enter the financial advice business. This post examines how fund complexes can prepare to compete in these challenging times.

The 800-pound gorilla | Floating NAV creates operational challenges for MMFs

The 800-pound gorilla | Floating NAV creates operational challenges for MMFs

A recent NICSA webinar, speakers from EY, BNY Mellon, Boston Financial Data Services, Deutsche Asset & Wealth Management, and EY Global Services summarized the changes they foresee for MMFs.

Demographics | The movie

Demographics | The movie
There are those — including an influential group of economists — who say that “Demographics is destiny.” And nowhere does that seem more true than in the U.S.

Mega Trends in the Fund Industry Part 1 | Liquid Alternatives

Mega Trends in the Fund Industry Part 1 | Liquid Alternatives

What’s top of mind for mutual fund and ETF managers today? Many firms would say that liquid alternatives and Big Data are very high on their agendas.

In this 2 part NICSA News series, we will break down these two priorities covered at this year’s at NICSA workshop “Megatrends in the Fund Industry” which was held in Los Angeles on May 7th.

What are liquid alternatives?

What are liquid alternatives?

With current market forces leading to alternatives adoption in the mutual fund space, the definition and classification of what exactly constitutes a liquid alternative has become a much-discussed question in the fund industry. Learn more about some of the characteristics that define liquid alternatives from this year's NICSA Liquid Alternatives Workshop in Jersey City.

Liquid Alternatives | Not what I expected…

Liquid Alternatives | Not what I expected…

Miss out on NICSA's Liquid Alternatives Meeting held last month in Jersey City? Not to worry!

In this Boston Financial blog post, Phil Blake, East Coast Committee member and next generation mentee, discusses the main themes of the conference pertaining to liquid alternatives, and how his attendance at this NICSA event has given him a different outlook on this new investment vehicle.

What’s ahead? Liquid alts!

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.

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