
General Industry Trends
Learning programs are listed below. Visit our blog for additional content on this topic.
Investment Data Science: A World Outside of Spreadsheets
Contains 2 Component(s) Includes a Live Web Event on 01/27/2021 at 2:00 PM (EST)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.
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Intelligent Technology: Where are the Opportunities for Global Asset Managers?
Contains 2 Component(s) Recorded On: 01/13/2021AI 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.
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Town Hall | Diversity Project North America 2020 Update
Contains 2 Component(s) Recorded On: 12/08/2020Join Nicsa's Diversity Project North America for a Town Hall Meeting on the growing momentum behind the Diversity Project North America. You’ll hear a first-hand update on the Project’s goals and recent initiatives, including the 2020 Pulse Survey Report, a benchmark for DEI progress in the asset management industry. Our leadership panel will outline the new operating committees and workstreams being put into action in 2021 and share how your firm can get involved in one of the industry’s fastest growing initiatives. Don’t miss this opportunity for members and potential members to ask questions of Diversity Project North America’s leadership, and see what's on the horizon for 2021 and beyond. All participants will receive a complimentary copy of our 2020 Pulse Survey Report.
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Listen, Learn & Lead | The Latinx Perspective
Contains 2 Component(s) Recorded On: 12/03/2020As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Join us for actionable guidance on how to reach young Latinx talent and create a support system that allows people the opportunity to develop and grow in an inclusive environment.
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Reel Insights | DEI Themes at the 2020 Nicsa GMM
Contains 1 Component(s)Insights on Diversity & Inclusion from multiple sessions at Nicsa's 2020 General Membership Meeting. Featuring: Jamie Dimon, Soledad O'Brien, Mellody Hobson, Jenny Johnson, Tyler Matheson, and more.
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Listen, Learn & Lead | Black Voices
Contains 2 Component(s) Recorded On: 11/05/2020Join us for a continued discussion about race in the global asset management industry.
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A Guide to LIBOR Transition
Contains 2 Component(s) Recorded On: 11/04/2020The 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.
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Vendor Selection in the New Normal
Contains 2 Component(s), Includes Credits Recorded On: 10/28/2020Join leaders from Ultimus and a panel of industry experts, including trustee, operating officer and general counsel perspectives, for a look at best practices for vendor selection in our new normal. From navigating virtual site visits to enhancing due diligence processes, explore how industry professionals are maximizing the advantages and minimizing disadvantages of virtual vendor selection.
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Sales and Asset Forecasting: Modeling in an Evolving Global Economy
Contains 2 Component(s), Includes Credits Recorded On: 10/22/2020Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs.
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Nicsa 2020 General Membership Meeting Recap
Contains 1 Component(s)A look back at more highlights from every session of Nicsa's 2020 General Membership Meeting.
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Nicsa 2020 General Membership Meeting Highlights
Contains 1 Component(s)A compilation of the highlight videos originally released at the end of each day of Nicsa's 2020 General Membership Meeting.
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Listen, Learn & Lead | Authentic Allyship
Contains 1 Component(s) Recorded On: 08/13/2020Join us for an important discussion about race in the global asset management industry.
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The Advisor Landscape: 2020 and Beyond
Contains 1 Component(s), Includes Credits Recorded On: 07/29/2020Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors.
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A Global View on Alternative Investments
Contains 1 Component(s) Recorded On: 07/22/2020Alternative 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.
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The Future of Marketing and Regulatory Communications
Contains 1 Component(s) Recorded On: 07/15/2020Join our panel of experts, sponsored by Broadridge, as they dive into the current regulatory environment guiding marketing communications, as well as leading oversight and tracking techniques. Learn from different industry perspectives how firms are approaching and managing their communications strategies.
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Developing a “Return to the Workplace” Roadmap
Contains 1 Component(s), Includes Credits Recorded On: 07/01/2020Join us for an open discussion around the development of policies and processes for returning to the workplace in a post-lock-down landscape. Our panel of senior executives in the asset management industry will talk candidly about challenges, solutions, and lessons learned around return to work policies.
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SEC Proposed Rule 2a-5: What you need to know.
Contains 1 Component(s) Recorded On: 06/25/2020Learn more about the SEC's Proposed Rule 2a-5 and its impact on the asset management industry.
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The Global Pandemic & Its Impact on the Future of the Transfer Agency
Contains 1 Component(s) Recorded On: 06/10/2020Learn more about the industry in motion and how TAs can prepare for the post-crisis recovery period. Join our panel of experts to learn how the COVID-19 crisis has impacted the future of the TA and explore best practices for enhancing the immunity of the transfer agency in the event of another crisis.
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CARES Act and the Effect on the Retirement Ecosystem
Contains 1 Component(s) Recorded On: 06/04/2020Learn more about the the CARES Act and its impact on the retirement community.
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Global FinReg Outlook 2020
Contains 1 Component(s) Recorded On: 03/11/2020Asset managers from both sides of the Atlantic are offered a timely view on global legislative timelines for 2020, including updates and action plans from regulatory experts.
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Industry Leaders Outlook: Product & Marketing Roundtable
Contains 1 Component(s) Recorded On: 09/11/2019Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty.
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Transformative Technology in Asset Management
Contains 1 Component(s) Recorded On: 04/02/2019A look at what’s trending in the asset management industry.
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Industry Leaders Outlook 2019
Contains 1 Component(s) Recorded On: 03/07/2019The global asset management industry is facing rapid evolution, sparking changes to existing business models.
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Confluence of Tech and Ops
Contains 1 Component(s) Recorded On: 05/10/2018Technologists and operations executives from leading asset management firms discuss the integration of these distinct yet inter-dependent business lines.
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China Capital Markets -- Index Inclusion
Contains 1 Component(s) Recorded On: 01/31/2018How will index inclusion impact foreign investment into China
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Global Distribution Trends
Contains 1 Component(s) Recorded On: 12/22/2017New dynamics in distribution with a focus on the European landscape.
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