Tips for striking the right balance in investment ops

Tips for striking the right balance in investment ops
The mandate for today’s investment operations teams has 3 components: Operate efficiently and Provide a high level of client service and Provide 24/7 coverage around the globe. Speakers at NICSA’s third Investment Operations Seminar, held yesterday in Boston, talked about how they strike the right balance among these often competing objectives.

Investment operations: a critical link

Investment operations: a critical link
An investment operation area deals with a high level of complexity on a daily basis — arguably more complexity than any other area in a fund management company. It provides a critical link between the front office and the back office and interacts regularly with all the service providers to a fund, from the transfer agent to the pricing services, from the independent auditor to the prime broker.

Spring has sprung at NICSA

Spring has sprung at NICSA
Mark your calendars for these upcoming spring-summer NICSA events, and watch our conferences page for program and registration details. April 21 West Coast Regional Meeting Offices of The Capital Group, Los Angeles April 27 FATCA:  Why You Should Care Webinar May 10 Luncheon Presentation and Book Signing Featuring MFS’ Robert C.

NICSA: 8400 Westpark Drive, 2nd Floor McLean, VA 22102 • Tel: 508.485.1500 • Fax: 508.485.1560