Doing business in Asia | What’s driving Asian fund passport schemes?

Doing business in Asia | What’s driving Asian fund passport schemes?

A recent NICSA webinar sponsored by ALFI, the Luxembourg fund industry association, reviewed initiatives to create a UCITS-style cross-border fund sales regime in Asia. Experts from Elvinger, Hoss and Prussen and Dechert discussed the Asian market environment that has given rise to three proposed schemes. Take a look...

Regulatory Parallel Play

Regulatory Parallel Play

An update on worldwide regulatory trends at the 25th annual Globalisation of Investment Funds Conference, organized by the International Bar Association and co-sponsored by NICSA.

ALFI Roadshow | The AIFMD: 1 year on

ALFI Roadshow | The AIFMD: 1 year on

The most recent ALFI Roadshow, held in New York City on June 5, 2015, focused on the imminent AIFMD deadline and address key considerations for US fund managers.

UCITS V | 6 steps to meet new depositary requirements

UCITS V | 6 steps to meet new depositary requirements

The EU’s new UCITS V directive will have a significant effect on money manager operations. Among most notable areas of change are new rules concerning liability, delegation and eligibility of entities that may act as depositaries. In a recent NICSA webinar sponsored by ALFI, experts from State Street and Foley & Lardner discussed what US fund managers need to do to comply with the new directive.

Financial Times Feature | Surge in China internet money funds is risky

Financial Times Feature | Surge in China internet money funds is risky

In this Financial Times featured article, Surge in China internet money funds is risky, Bob Pozen, senior lecturer at the Harvard Business School and senior fellow at the Brookings Institution, and Theresa Hamacher, President, NICSA provide answers to some of the questions around internet money funds, including how regulators can protect investors from this unregulated and untested investment.

Debunking 5 global outsourcing myths

Debunking 5 global outsourcing myths
This guest post was submitted by Shan Dagli of Envision, who moderated a panel at the 2014 NICSA Strategic Leadership Forum entitled “Globalization of the Mutual Fund and Subaccounting Back Office.” What do you believe to be true about business process outsourcing?

NICSA Strategic Leadership Forum 2014 | [Watch] Opening session roundtable discussion

NICSA Strategic Leadership Forum 2014 | [Watch] Opening session roundtable discussion

Watch this rountable discussion where 2014 NICSA SLF opening keynote presenter Jeffrey Rosensweig, Global Economics Forecaster and Expert on International Finance, digs deeper into topic of globalization with a few industry experts. Panelists representing NICSA member firms EY, Janus Capital Group and BNY Mellon discuss the driving changes within the operations world and some of the top, upcoming priorities for the industry.

How not to go global | Insights from Carlos Gutierrez

How not to go global | Insights from Carlos Gutierrez
Going global can have tremendous rewards, but managing a global firm is not easy, as keynote speaker Carlos Gutierrez explained at the opening of Day 2 of the NICSA Strategic Leadership Forum.

New! AIFMD remuneration | Overview and reference guide

New! AIFMD remuneration | Overview and reference guide
The Alternative Investment Fund Managers Directive changed the landscape for hedge fund managers with clients in Europe. These two slide presentations from NICSA and ALFI, the Luxembourg fund industry association, bring fund managers up to speed on the new guidelines on compensation policy from the European Securities and Markets Authority, which take effect July 1, 2014.

What is strategic cost management?

What is strategic cost management?

The intersection of globalization and cost containment was the topic of a recent NICSA webinar. Representatives from EY, SSgA, and Envision Financial Systems discussed cost management strategies that are helping firms optimize operating models and compete in the global economy.

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