Distribution & Sales
Learning programs are listed below. Visit our blog for additional content on this topic.
Nicsa Insights: Product and Distribution - Nicsa 2020 General Membership MeetingContains 1 Component(s)
Insights on Product and Distribution from multiple sessions at Nicsa's 2020 General Membership Meeting.
Sales and Asset Forecasting: Modeling in an Evolving Global EconomyContains 1 Component(s)
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
Next Wave DistributionContains 2 Component(s), Includes Credits Recorded On: 11/12/2020
Join us for a thorough exploration of recent research conducted by EY around asset managers’ distribution strategies. Members of the Nicsa Product & Distribution Committee participated and provided valuable contributions to this distribution research. A not-to-be-missed program for Nicsa members interested in learning about the key distribution trends identified during the research:
Sales and Asset Forecasting: Modeling in an Evolving Global EconomyContains 2 Component(s), Includes Credits Recorded On: 10/22/2020
Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs.
Reg BI: Implementation & ImplicationsContains 1 Component(s) Recorded On: 05/27/2020
Gain insights into the best practices on implementing Reg BI rules. Our panel of experts will explore what best practices broker-dealers, registered investment advisers, and dual registrants are developing in order to enhance transparency and investor relationship quality.
Invesco's Nate Dierkling on the Evolving FA PracticeContains 1 Component(s)
Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
Fidelity Investments' Tricia Haskins on Distribution DisruptorsContains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
Merrill Lynch's Sandy Bolton on Leading Trends in DistributionContains 1 Component(s) Recorded On: 12/06/2019
Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models
BlackRock's Eve Cout on the Evolution of Model PortfoliosContains 1 Component(s) Recorded On: 11/25/2019
BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.
Client Journey MappingContains 1 Component(s) Recorded On: 11/20/2019
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.
Trends in the Advisor MarketContains 1 Component(s) Recorded On: 07/31/2019
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors.
Building Deeper Advisory Relationships with DataContains 1 Component(s) Recorded On: 03/06/2019
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.
Live From GMM: Building Better Advisor RelationshipsContains 1 Component(s) Recorded On: 10/31/2018
PIMCO's Mary Hoppe on what asset managers can do to build better business relationships with the industry's top advisors.
Best Practices in Aligning Sales and Marketing GoalsContains 1 Component(s)
Utilizing analysis-driven insights to support cross-function alignment. (04/01/2018)
Live from SLF: Distribution EvolutionContains 1 Component(s) Recorded On: 03/28/2018
Hear Brinker Capital's CEO and Columbia Threadneedle's National Sales Manager discuss product rationalization, fee pressures and other hot topics in the product distribution arena.
Effective Intermediary Governance | Evolving Best PracticesContains 1 Component(s)
Summarizes the discussions of Nicsa's Intermediary Discussion Forum regarding omnibus accounts and includes 5 suggested practices for fund managers. (09/01/2012)
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