Guest Blogger | Jack Tierney on Closed-End Fund Discounts

Guest Blogger | Jack Tierney on Closed-End Fund Discounts
NICSA member Jack Tierney, Head of Product Development, Management and Investment Research at Invesco, shares his latest blog: Closed-end funds: Discounts widen, yields increase pending rate rise.

Part II | Actively Managed ETFs | The “Next” big thing?

Part II | Actively Managed ETFs | The “Next” big thing?
A product with all the cost and tax efficient advantages of an ETF that is also actively managed and can maintain portfolio management trading confidentiality?  This rare combination of attributes has (nearly) arrived.

Part I | Actively Managed ETFs | No, that’s not an oxymoron.

Part I | Actively Managed ETFs | No, that’s not an oxymoron.
A product with all the cost and tax efficient advantages of an ETF that is also actively managed and can maintain portfolio management trading confidentiality?  This rare combination of attributes has (nearly) arrived.

NICSA Industry News Digest | March 2015

NICSA Industry News Digest | March 2015
Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

Day 2 Highlights from the 2015 NICSA Strategic Leadership Forum

Day 2 Highlights from the 2015 NICSA Strategic Leadership Forum
Welcome to day 2 of the 2015 NICSA Strategic Leadership Forum! This morning kicked off bright and early in the resource center with breakfast, exhibitors and roundtable discussions. Led by the NICSA Technology Committee, attendees ate and discussed a variety of topics including: SDLC-Agile, data analytics, robo advisors, speech analytics, eDelivery, CRM and strategic management of data.

MME Feature | Ops, tech in spotlight in 2014

MME Feature | Ops, tech in spotlight in 2014

In this Money Management Executive opinion editorial, Theresa Hamacher, President, NICSA shares her thoughts on what we can expect to see in 2014, and what type of operations and technology issues will be at the top of every fund managers' priority list.

Unclaimed property | What you need to know

Unclaimed property | What you need to know
As budgetary shortfalls hit, states are aggressively focused on unclaimed property (UP) as a source of revenue. Many are hiring private audit firms to track down entities that hold property owned by others for a set abandonment, or dormancy, period.

Customer service in a hyper-connected world: Google vs. Zappos

Customer service in a hyper-connected world: Google vs. Zappos
Two icons of the Internet age — Google and Zappos — with two very different approaches to interacting with customers: self-service vs. super-service. Representatives of the two companies contrasted their philosophies at a recent conference in Washington, DC sponsored by audit and advisory firm PwC.

10 things you need to know about today’s mutual fund boards

10 things you need to know about today’s mutual fund boards
Today’s mutual fund boards are more sophisticated than ever. They’re asking more questions about a broader range of topics — and looking for more detailed answers. How mutual fund managers can work with today’s directors was the topic of one session at NICSA’s East Coast Regional Meeting, which was held on Friday, June 3rd in New York.

Ready, set. . . exercise. Preparing for the next crisis.

Ready, set. . . exercise. Preparing for the next crisis.
Crisis management and business continuity planning became priorities for NICSA member firms in Kansas City this week as tornadoes moved through their area. We’re relieved that everyone is safe.

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