A best-practices approach to US State Legislation in asset & wealth management.

Market turmoil has investment managers tracking and accounting for increased risks and has investors looking for timely portfolio updates. At the same time, firms are ramping up the use of data and analytics when making investment decisions. Our panel of industry experts will discuss how to strengthen your firm's measurement of investment performance, including ESG analysis, using data to make investment decisions and the impact of COVID-19.

Firms across the global asset management industry are striving to be ‘data-driven.’ Do you have a clear understanding of how your organization’s data is being used in the field? Join our panel of Business Intelligence professionals and wholesalers and discover how to utilize business analytics, data mining, and infrastructure to quickly adapt to market changes and identify valuable business opportunities.

The effective collection of diversity data is not just a talent issue, it is also a critical business and reputation issue. The purpose of this virtual event is launch the ‘Holding up the mirror: diversity data in the investment, wealth management and savings industry’ report. Find out how to get ahead, and align diversity data at the core of your organization's purpose. This is an LGBT Great & EY Report, done in partnership with the Diversity Project UK and NICSA, the Diversity Project North America.

An LGBT Great & EY Report, done in partnership with the Diversity Project UK and Nicsa, the Diversity Project North America.

Technology is changing the very nature of investing. Asset managers and asset allocators need their investment processes to be repeatable, digital, and measurable if they want to compete and succeed. It’s simply not enough for investment processes to live in spreadsheets. Digitizing the process of developing and executing investment ideas can help asset managers better measure, compare, and refine the effectiveness of those ideas. Investment Data Science (IDS) capabilities can help managers and allocators digitize, measure, and refine their investment process. Join Nicsa and Northern Trust as we explore how to leverage the power of data in 2021 and beyond.

Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs, to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies. http://www.deltadata.com

Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs.

With advanced technology and new ways to tell the story of a customer experience, client journey mapping has moved into an integrated, data-driven operational program.

Understanding and demonstrating the value that data initiatives can unlock requires in-depth understanding of business needs and pain points.

In this Guide, experienced members of Nicsa’s Data Analytics Committee reveal what takes a data analytics process from “good” to “great” – increasing the odds of success and buy-in, and turning data into actionable insights to generate desired outcomes. (10/01/2019)

How data is impacting servicing models (podcast)

Transfer agencies face significant challenges with cost containment pressure while focused on delivering excellent service to maintain advisor and investor loyalty.

GDPR considerations including governance and compliance management.

An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.

DST Systems’ Lead Data Science Manager Lyndsay Noble on the restructuring of operating models based on data analytics.

You’ve identified, sourced, and analyzed your most valuable data. Now what?

Commonalities and team building.

General Data Protection Regulation comes into force across the EU on May 25, 2018.

Looking to maximize the effectiveness of your data analytical models? From RFM segmentation to K-Means segmentation, learn how asset managers are sourcing data and measuring success.

How can asset managers jump start data analytics with data they already have? This episode of Nicsatalk addresses the use of internal versus external data, and how financial professionals can identify key sources of data streams to best inform their business decisions.

Asset managers looking to spend less time managing data streams and more time analyzing them should tune in to this episode of Nicsatalk, where we tackle how financial institutions can best position themselves for data consumption.

This white paper summarizes what the Committee sees as the “state of play” of Big Data in the fund industry today. (01/01/2014)