“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.

AIFMD 101 | An introduction for U.S. managers

AIFMD 101 | An introduction for U.S. managers
The Alternative Investment Fund Managers Directive is changing the regulatory landscape in Europe for anyone marketing private funds to investors there. To help U.S. investment managers understand the new rules, Luxembourg fund industry association ALFI and NICSA have collaborated to produce this guide: [slideshare id=15878089&doc=aifmdintro-130106150122-phpapp01]

Learning to love the AIFMD | Get ready for new private fund regulation in Europe

Learning to love the AIFMD | Get ready for new private fund regulation in Europe
This blog post is co-authored by Marc Saluzzi, Chairman of fund industry association ALFI in Luxembourg  New rules that will affect many alternative funds in Europe will come into effect next year – and U.S.

Mapping global fund growth | 2012 update

Mapping global fund growth | 2012 update
With the recent publication of the 2012 edition of the Investment Company Fact Book by the Investment Company Institute, I thought it was a good time to update our charts on trends in the fund industry around the globe.

5 Trends shaping today’s fund industry

5 Trends shaping today’s fund industry
I was honored to be invited to give the keynote address at RR Donnelly’s user conference last week, to give an overview of themes in the fund industry. Here are the 5 trends I focused on and my predictions on where they’re headed: 1.  

Global pensions in 5 charts

Global pensions in 5 charts
What determines the size of a country’s pension assets? Here are 5 graphs that examine potential determining factors. They’re based on data on 13 countries from Towers Watson’s recent Global Pension Assets Study 2012.

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