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.

“The prize is there, and it’s worth pursuing” | 4 tips for successful global fund distribution

“The prize is there, and it’s worth pursuing” | 4 tips for successful global fund distribution
As the United States becomes a smaller and smaller part of the world economy, you may be thinking about going global. Chances are, you’re toying with the idea of boosting your growth rate by a foray into the emerging economies in Asia and Latin America.

Mapping global fund growth | 2013 update

Mapping global fund growth | 2013 update

Time for the annual update of our charts on the fund industry. . . Here’s what global fund growth looked like 2010 through 2012.

Financial Times Feature | Accounting rule change undermines US Banks

Financial Times Feature | Accounting rule change undermines US Banks

When it comes to loan loss reserves for banks, the International Accounting Standards Board (IASB) and the Financial Accounting Standards Board (FASB) don’t see eye to eye.

Take a look at this Financial Times feature where Bob Pozen and NICSA's Theresa Hamacher discuss the accounting differences set in place by the IASB and FASB and the need for a uniform, equally transparent, accounting standard to compare the performance of banks across the world.

Time to launch an ETF?

Time to launch an ETF?

The future of ETF's is looking bright and many investment service companies want to be apart of it. At the 2013 NICSA Annual Conference, a panel of industry experts representing NICSA member firms: PwC, Foreside Financial Group, Schwab and State Street shared their observations about the growing ETF trends and how firms can get involved in this expanding market.

Time to choose | 5 options for managers under AIFMD

Time to choose | 5 options for managers under AIFMD

Red or black? Odds or evens? Alternative fund managers have to place their bets soon as the Alternative Investment Fund Management Directive (AIFMD) looms. Many have already started to assess their options as the July 22 deadline approaches.

In this featured guest blog post, Phil Davis, a freelance journalist who writes for a number of publications, including FTfm, Financial World and Hedge Week, recaps the five main choices for managers under AIFMD as discussed at the 2013 ALFI Spring Conference.

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