Distribution Trends Across the Globe

Distribution Trends Across the Globe
“Glocalization,” or the conceptual intersection between global and local markets, has been gaining increasing attention in recent years—and when discussing the trends shaping today’s asset management industry, the term is more relevant than ever.

CTO Roundtable: Re-Imagining Asset Management

CTO Roundtable: Re-Imagining Asset Management
Author: NICSA Jib Wilkinson, Deloitte On Thursday October 5, during NICSA’s 2017 General Membership Meeting in Boston, attendees received guidance on leveraging technology to power growth in the asset management industry.

NICSA To Honor Leaders in Asset Management Industry at October GMM

NICSA To Honor Leaders in Asset Management Industry at October GMM
Author: NICSA Don’t miss the opportunity to celebrate excellence in innovation at NICSA’s General Membership Meeting in early October. As we do each year, NICSA will be recognizing outstanding leadership in the global asset management industry at its GMM in Boston.

Jump Start Analytics with Data You Already Have

Jump Start Analytics with Data You Already Have
Author: NICSA On #WebinarWednesday, NICSA members had the opportunity to learn how firms are taking advantage of data to improve all levels of their organizations. Jackie Noblett, Senior Reporter, Ignites, led experts from Albridge Analytics, DST Systems, Inc., Franklin Templeton and SalesPage Technologies LLC through the in-depth discussion (NICSA members can access the replay here).

GMM Planning Underway: New Location and a Nod to Tech

GMM Planning Underway: New Location and a Nod to Tech
Spring is finally emerging, and so are plans for the next General Membership Meeting (GMM) event. NICSA is looking forward to seeing a new location and the development of rich programming help to create a productive meeting experience for its members.

Lessons Learned at the Strategic Leadership Forum

Lessons Learned at the Strategic Leadership Forum
Allison Lovett, VP, NICSA Content Manager NICSA gathered over 300 financial services executives at our Strategic Leadership Forum at the end of January to discuss some of the most timely and pertinent topics affecting our industry.

NICSA’s GMM is Coming to Boston

NICSA’s GMM is Coming to Boston
Beyond the Basics Learn how industry leaders are putting plans into practice at the 2016 GMM  We know your time is valuable. That’s why NICSA has set out to make the most of this year’s General Membership Meeting (GMM), taking place September 19-20, with content that is meant to inform and inspire, and that includes actionable items for you to take back to your home teams.

Jim Fitzpatrick Named President of NICSA

Jim Fitzpatrick Named President of NICSA
Jim Fitzpatrick has been named the new president of NICSA. Jim brings over 30 years experience to the position, including being a former NICSA board member. Most recently was President of Executive Business Coaching, Inc. where he specialized in corporate strategy and executive development. Previously, Jim was a Managing Director within Goldman Sachs Asset Management at the time of his retirement in 2011.

Part II | Distribution Trends and Best Practices for Mutual Fund Firms

Part II | Distribution Trends and Best Practices for Mutual Fund Firms
The asset management distribution landscape is undergoing rapid change. Share class definitions are shifting and use of “alternative” products is expanding. As a result, operational challenges abound.

Part I | Distribution Trends and Best Practices for Service Providers

Part I | Distribution Trends and Best Practices for Service Providers
The shifting landscape in asset management distribution is changing how managers define share class structures, leading to evolving operations and technology needs. Transfer agents and record keepers are particularly affected by shifts in service needs and pressure to reduce costs.

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