NICSA is proud to be part of a coalition of organizations supporting National Retirement Planning Week®. We have posted material and resources to our website, and we hope you’ll have a chance to check them out at http://www.nicsa.org/default.asp?contentID=295.
In an op-ed co-authored by Theresa Hamacher of NICSA, Robert Pozen discusses why European UCITS funds are outgunning their rivals in the United States. Read more here (registration required).
NICSA members are telling us that one of the most challenging directives to come along recently is SEC Rule 206(4)-5. This new regulation — better known as “pay to play” — makes it very difficult for employees of investment advisers to both make contributions to political candidates and manage money for the governmental entity that they are elected to.
A review of The Fund Industry: How Your Money is Managed by Robert Pozen and Theresa Hamacher ran online and in the print version of The New York Times yesterday, April 10. The review ran in the Mutual Funds Supplement in the Business Section.
Mark your calendars for these upcoming spring-summer NICSA events, and watch our conferences page for program and registration details.
West Coast Regional Meeting
Offices of The Capital Group, Los Angeles
FATCA: Why You Should Care
Luncheon Presentation and Book Signing Featuring MFS’ Robert C.
New for 2011, NICSA’s Transfer Agent Compliance Guide has gone virtual. Reasonably priced site licensing is available to firms, enabling an individual or an entire compliance department to access the NICSA Transfer Agent Compliance Guide right from the NICSA website.
Read the full review in Pensions & Investments here.
Will Europe soon become the world leader in mutual funds, bumping the United States out of its long-held top spot? Bob Pozen and Theresa Hamacher, authors of The Fund Industry: How Your Money is Managed, think that it’s likely, unless the U.S.
Robert Pozen and Theresa Hamacher, authors of The Fund Industry: How Your Money is Managed, write about bond fund investing in an article appearing in today’s Washington Post.
Hear Bob Pozen talk with Emily Rooney of WGBH about how events in Japan, in Libya and on Capitol Hill may affect the economy at www.wgbh.org/emilyrooney.
With Theresa Hamacher, CFA and President of NICSA, Bob is the author of The Fund Industry: How Your Money is Managed.