Learning programs are listed below. Visit our blog for additional content on this topic.
Intelligent Technology: Where are the Opportunities for Global Asset Managers?Contains 2 Component(s) Recorded On: 01/13/2021
AI is driving operational efficiencies, enhancing compliance and informing investment decisions. Join a candid discussion with some of today’s leading experts on where budget dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry.
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.
A Guide to LIBOR TransitionContains 2 Component(s) Recorded On: 11/04/2020
The transition from LIBOR is gathering pace. Preparedness inquiries from clients and vendors have increased. Regulatory requirements, market dynamics, and business implications have evolved. Join our panel of industry experts to help assess your firm’s transition readiness.
The Advisor Landscape: 2020 and BeyondContains 1 Component(s), Includes Credits Recorded On: 07/29/2020
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.
A Global View on Alternative InvestmentsContains 1 Component(s) Recorded On: 07/22/2020
Alternative investments continue to attract attention from investors around the globe. To help asset managers plan for the future, we have assembled a panel of global experts to review the likely changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2020 and beyond.
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.
Automation Adoption: What We're LearningContains 1 Component(s) Recorded On: 05/20/2020
Automation can be a vital component of streamlined, efficient front- to back-office processes. Join our panel of experts—representing technology, fund admin, and operations perspectives—as they explore lessons learned during the global pandemic environment, as well as how to identify and embrace your team’s automation capabilities.
Effective Cost Forecasting and Budgeting in Asset ManagementContains 1 Component(s) Recorded On: 10/02/2019
How are fund firms making the most of advanced technology to accurately forecast costs and budget effectively?
Tax & Reporting Update: Avoiding Fund Reporting TrapsContains 1 Component(s) Recorded On: 01/16/2019
As we enter into the new year, asset managers should consider the tax legislation and reporting requirements that will affect them most drastically in 2019.
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