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.

NICSA Extends Reach to Distribution and BDs

NICSA Extends Reach to Distribution and BDs
Jim Fitzpatrick, President, NICSA Author: NICSA Mutual Fund Wire recently caught up with Jim Fitzpatrick, President of NICSA, on plans to extend the reach and appeal of the Association. Read article here.

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.

Challenging the paradigm | Top distribution strategy trends for 2015 and beyond

Challenging the paradigm | Top distribution strategy trends for 2015 and beyond

A panel of experts from EY, Boston Financial and Capital Group speaking on distribution trends during a recent NICSA webinar speculated that it’s only a matter of time before firms such as Apple and Google enter the financial advice business. This post examines how fund complexes can prepare to compete in these challenging times.

NICSA Industry News Digest | October 2014

NICSA Industry News Digest | October 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

“The prize is there, and it’s worth pursuing” | 4 tips for successful global fund distribution

“The prize is there, and it’s worth pursuing” | 4 tips for successful global fund distribution
As the United States becomes a smaller and smaller part of the world economy, you may be thinking about going global. Chances are, you’re toying with the idea of boosting your growth rate by a foray into the emerging economies in Asia and Latin America.

Welcome to the Wild West | Mutual fund regulation update

Welcome to the Wild West | Mutual fund regulation update

At the West Coast Regional meeting held in Los Angeles earlier this month, Mike Downer, Senior Vice President, Secretary and Chief Legal Officer
, Capital Research and Management Company, addressed the current regulatory environment for mutual funds in light of changes in the way funds are distributed. Here is a summary of his insights.

Day 1 recap | 2013 NICSA Annual Conference

Day 1 recap | 2013 NICSA Annual Conference
Despite the snowstorms that hampered travel in the northeast in recent days, the Doral and Miami, FL welcomed NICSA attendees with sun, warm temperatures, and a exciting and full conference program!

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