Looking at alternatives | The great convergence

Mutual funds are mutual funds — and hedge funds are hedge funds – and never the twain shall meet? Not! Speakers at recent NICSA conferences in Los Angeles and Philadelphia highlighted the steadily increasing convergence between the two fund types.

National Beneficiary Designation Awareness Day

Quick! What do you think of when someone says “estate planning?” “Wills,” definitely. “Trusts,” maybe. But probably not “beneficiary designations.” Those are odds that speakers on a recent NICSA webinar would like to change.

The state of compliance 2 | The bad news

Less misconduct, more reporting, bigger budgets, increased staff — all good news for the state of compliance, as we discussed in the first post in this 3-part series. So why are compliance professionals so stressed?

The state of compliance | The good news

Several recent studies have taken a look at the state of corporate compliance. In this first post of a 3-part series, we’ll take a look at the good news for compliance professionals in these reports.

News Bites | A few facts about money market funds

As the debate about money market regulation rages, we thought we’d recap some of the statistics that have been bandied about in recent weeks. Money market funds play an important role in cash management.

What we’re reading now | Scams never change

Some things never change. The tools that fraudsters use to deceive us may change with the latest technology – but their scams are age-old. In a white paper published by the Financial Security Project of Boston College, The Rise of Financial Fraud: Scams Never Change but Disguises Do, writer Kimberly Blanton tells us that there’s “nothing new under the sun” when it comes to financial fraud.

And the winner is. . . | Social media in the fund industry

So much is changing in social media. Even though it’s only been 8 months since we last did a survey of social media by NICSA members, we thought it was time for an update. Here’s our assessment of which channels are leading and which lagging: Most active channel.

A practical guide to Twitter | Part III: Using Twitter

You’ve read Part I and Part II of this series, and you know how to decode a Twitter stream. Let’s turn to some tips on how, as an investment industry professional, you can use Twitter to stay up to date.

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.

A practical guide to Twitter | Part II: Twitter etiquette

It’s easy to forget that Twitter is a social medium. Many organizations use Twitter as a one-way communication tool for publicizing their latest activities. But Twitter has many features and conventions that allow users to interact with each other.

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