NICSA Industry News Digest | December 2014

NICSA Industry News Digest | December 2014

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

Morningstar: What Drives Alternatives Funds Ratings?

Morningstar: What Drives Alternatives Funds Ratings?

How does Morningstar’s rating process work? How are funds categorized? With the advent of liquid alternatives funds, the answers have become more complex. At the NICSA General Membership Meeting earlier this month, Josh Charlson, head of alternatives fund analysis for Morningstar, gave attendees a peek under Morningstar’s hood.

NICSA Industry News Digest | June 2014

NICSA Industry News Digest | June 2014

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

What are liquid alternatives?

What are liquid alternatives?

With current market forces leading to alternatives adoption in the mutual fund space, the definition and classification of what exactly constitutes a liquid alternative has become a much-discussed question in the fund industry. Learn more about some of the characteristics that define liquid alternatives from this year's NICSA Liquid Alternatives Workshop in Jersey City.

Liquid Alternatives | Not what I expected…

Liquid Alternatives | Not what I expected…

Miss out on NICSA's Liquid Alternatives Meeting held last month in Jersey City? Not to worry!

In this Boston Financial blog post, Phil Blake, East Coast Committee member and next generation mentee, discusses the main themes of the conference pertaining to liquid alternatives, and how his attendance at this NICSA event has given him a different outlook on this new investment vehicle.

What’s ahead? Liquid alts!

What’s ahead? Liquid alts!

Among industry trends highlighted in a recent NICSA webinar featuring Lee Kowarski, partner at kasina, and Avi Nachmany, director of research at Strategic Insight, is a persistent trend toward product innovation in liquid alternatives. Webinar participants identified these new products as among the most likely to affect asset management operations in 2014.

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