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.
- Contains 1 Component(s), Includes Credits Recorded On: 06/15/2022
Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.
- Contains 4 Component(s), Includes Credits
Get best-practice insights on talent search and onboarding tactics that lead to diverse candidate slates. Hone your firm’s recruitment and retention strategies with expert guidance from our panelists.
- Contains 1 Component(s)
A Time for Understanding is a program developed by founding members of Diversity Project North America. The program is intended to facilitate frank conversations and help bridge cultural divides inside and outside of the workplace. It is designed to include and to benefit all associates, regardless of race, gender, cultural or religious affiliation. The program can be customized and personalized for any firm wishing advance allyship among their employees.
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