Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. Nicsa member firms include asset managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.
The Diversity Project North America promotes a diverse and inclusive asset management industry with the right talent to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability.
The Diversity Project North America seeks to drive measurable change for our member firms, and for the industry as a whole. We offer content aimed at developing and sharing tested practices and benchmarks so that, together, we can evolve toward a more inclusive asset management industry with positive business results.
Diversity Project North America
Nicsa Value PropositionFind out more about who we are and what we offer.You must log in to access content.
Diversity Project Fact SheetThe Diversity Project North America promotes a diverse and inclusive asset management industry to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability. View this fact sheet to learn more about Diversity Project North America.You must log in to access content.
Listen, Learn & Lead PodcastA recording from our popular webinar, Listen, Learn, & Lead: A Dialogue on Authentic Allyship. This important discussion about race in the asset management industry provides generational perspectives about what it means to be Black in the industry.You must log in to access content.
The Future of Financial WellnessContains 6 Component(s), Includes Credits Includes a Live Web Event on 12/16/2020 at 2:00 PM (EST)
How is the “new normal” shaping the future of financial wellness? Research shows that financial advisors are accelerating their shift to holistic financial planning, looking for support from asset managers and technology solutions. Join our panel of experts, hosted by Broadridge, for a deep dive into the latest trends in financial wellness.
Creating a Digital EcosystemContains 6 Component(s), Includes Credits Includes a Live Web Event on 12/09/2020 at 2:00 PM (EST)
Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build you digital strategy and incorporate disruptive technologies into your ecosystem.
Listen, Learn & Lead | The Latinx PerspectiveContains 2 Component(s) Includes a Live Web Event on 12/03/2020 at 2:00 PM (EST)
As 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.
Advancing Racial Equity: Executive Round Table Summary ReportContains 1 Component(s)
A best practices approach to developing tangible business policies in support of racial equity in the asset management industry.
Everyday EngagementContains 1 Component(s)
Staying inclusive and connected to colleagues has different meaning in a virtual, work-from-home environment. Intentional behavior changes aimed at keeping inclusion at the forefront can result in a more engaging and productive environment.
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