Investment Management Technology: Buzz Words or Big Change?

By Dan Houlihan, Executive Vice President & Head of Global Fund Services, Northern Trust The investment management industry has always been drawn to buzz words.     Today, we are continually inundated by terms like robo, big data, cloud, cyber and the digital revolution.    

Brexit: Threats and Opportunities From a Leap into the Unknown

Author: Hermann Beythan, Partner, Head of the Investment Management Group, Linklaters Luxembourg The vote by the United Kingdom in favor of leaving the European Union on June 23 represents a step into the unknown not only for the UK but the remaining members of the EU.

Applications Now Being Accepted for the Blackwell Scholarship

The NICSA / William T. Blackwell Scholarship Fund recognizes outstanding students of the NICSA family with financial and social support for postsecondary education. The program is designed to support students pursuing degrees in the global investment management industry during their junior and senior years of college.  

Swing Pricing: What You Need to Know

On Sept. 22, 2015, swing pricing gained attention in U.S. markets when the Securities and Exchange Commission (SEC) proposed to permit its use as an anti-dilution mechanism for mutual funds.

Money Market Reform – the Future of the Prime Money Market Fund

After 6 years of discussion and deliberations the Securities and Exchange Commission issued final regulations in July 2014 consisting of 869 pages of rules and requirements aimed at reducing risk and protecting investors in money market funds, which become effective in October 2016.

NICSA Annual Conference | Review in Photos

Industry Panel | Regulatory and Compliance NICSA’s 34th annual conference, the Strategic Leadership Forum, was held January 31 – February 2 in Hollywood, Florida. The event featured: three keynote speakers, including retired four-star General John Allen, Russ Koesterich, from BlackRock, and Ken Schmidt, the former director of communications at Harley Davidson; two industry panels; and twelve breakout sessions.

NICSA Announces the Recipients of the 2015 MVP Awards

During its 34th annual conference, held in Hollywood, Florida, January 31 – February 2, 2016, NICSA announced the recipients of the 2015 MVP awards.  

Just in time for Black Friday, a Holiday Tech Guide

In anticipation of Black Friday, Cyber Monday, and the busiest shopping month of the year, I’m back with Boston Financial’s annual gadget guide. This year I have some truly unique new finds to share with you. Whether you’re starting your holiday shopping list, or perhaps your own wish list, you’re sure to find something for everyone!

Top 5 Reasons to Attend Networking Events

NICSA offers many networking opportunities throughout the year. The most heavily attended is our annual conference, the Strategic Leadership Forum – hosted in Hollywood, FL at the Diplomat Hotel & Spa.

Building Bridges | Connecting Hearts, Minds and Wallets

NICSA 2015 General Membership Meeting Keynote Speaker Darby Hobbs provides a preview of her session on: Global Trends in Social Innovation and Impact to Sustainable Living: "The investment management business has come a long way in terms of branding and marketplace engagement in today’s interconnected world. But, according to Darby Hobbs, founder and president of SOCIAL3, a disconnect remains. For individuals, that disconnect exists between understanding their value drivers—what matters most in their lives—and how to map that to their investment strategy."

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