Doing business in Asia | What’s driving Asian fund passport schemes?

Doing business in Asia | What’s driving Asian fund passport schemes?

A recent NICSA webinar sponsored by ALFI, the Luxembourg fund industry association, reviewed initiatives to create a UCITS-style cross-border fund sales regime in Asia. Experts from Elvinger, Hoss and Prussen and Dechert discussed the Asian market environment that has given rise to three proposed schemes. Take a look...

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.

Financial Times Feature | Surge in China internet money funds is risky

Financial Times Feature | Surge in China internet money funds is risky

In this Financial Times featured article, Surge in China internet money funds is risky, Bob Pozen, senior lecturer at the Harvard Business School and senior fellow at the Brookings Institution, and Theresa Hamacher, President, NICSA provide answers to some of the questions around internet money funds, including how regulators can protect investors from this unregulated and untested investment.

Ignites Feature | Simplified Omnibus oversight framework helps COOs

Ignites Feature | Simplified Omnibus oversight framework helps COOs
The quick transition to omnibus accounting has caused a major shift within the fund industry for over two decades. And the rapid change has caused confusion on how fund directors and managers should oversee omnibus recordkeepers.

Survival of the fittest | 5 challenges fund platforms face today

Survival of the fittest | 5 challenges fund platforms face today

This guest post was submitted by SunGard which sponsored a panel at the 2014 NICSA Strategic Leadership Forum entitled “Survival of the Fittest: Adapting Your Service Platform in a Rapidly Evolving, Multi-Product, Global Fund World.”

Fearless Forecast | What’s ahead for the fund industry in 2014?

Fearless Forecast | What’s ahead for the fund industry in 2014?
Two well-known industry experts offered their “fearless forecast” in a recent webinar.  Lee Kowarski, partner at kasina, and Avi Nachmany, director of research at Strategic Insight, discussed the industry trends most likely to endure in 2014.

Derivatives 101: The devil’s in the details

Derivatives 101:  The devil’s in the details

There’s no easy answer to that question, because it depends on how they’re used. Rather than treat all derivatives with a broad brush, it’s important to understand the nuances. This NICSA News post outlines a recent NICSA-hosted webinar featuring Philip Sindel of Olmstead Associates, who explained the “devil” in the details of derivatives.

Wall Street Journal feature | Analysis of SEC’s money market fund proposals

Wall Street Journal feature | Analysis of SEC’s money market fund proposals
How will the SEC’s proposals for changes in money market fund regulation affect the average investor? The SEC has suggested exempting retail funds from any requirement for a floating net asset value, but those same funds would still need to adopt restrictions on redemptions, if those become mandatory.

What’s new in the NICSA Transfer Agent Compliance Guide | Regulation S-ID, hyperlinks and more!

What’s new in the NICSA Transfer Agent Compliance Guide | Regulation S-ID, hyperlinks and more!
NICSA is pleased to announce the following enhancements to the Transfer Agent Compliance Guide, which are available immediately to subscribers to the online Guide. Learn more about the latest updates...

Financial Times feature | Complex funds need better risk disclosure

Financial Times feature | Complex funds need better risk disclosure

Assessing the risks associated with mutual fund investments have become a challenge for today's investor.

With the introduction of non-traditional securities and investment techniques, traditional investments have started to take a back seat. However, when it comes to risk assessment, investors are forced to rely on outdated, confusing information about their investments.

In this Financial Times feature, Complex funds need better risk disclosure, Bob Pozen, senior lecturer at the Harvard Business School, and Theresa Hamacher, President, NICSA, suggest that funds establish standardized, quantitative measures to help investors understand and evaluate overall investment risk better than the traditional method.

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