
Operations
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: 01/13/2021AI 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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Nicsa Insights: Product and Distribution - Nicsa 2020 General Membership Meeting
Contains 1 Component(s)Insights on Product and Distribution from multiple sessions at Nicsa's 2020 General Membership Meeting.
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Sales and Asset Forecasting: Modeling in an Evolving Global Economy
Contains 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
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Nicsa Insights: COVID-19 and the Asset Management Industry - Nicsa 2020 General Membership Meeting
Contains 1 Component(s)Insights on COVID-19 response and the asset management industry's future from multiple sessions at Nicsa's 2020 General Membership Meeting.
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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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Modernizing Vendor Management and Strategic Partnership Models
Contains 6 Component(s), Includes Credits Recorded On: 10/21/2020Industry conversations regarding vendor governance continue to take a front seat as strategic partnership trends continue on an upward trajectory. To what extent are diversity and inclusion policies and metrics factored into due diligence processes? Learn what industry leaders are doing to ensure their vendor governance and oversight models are modernized, effort-efficient, and effective in 2021 and beyond. How has COVID19 impacted outsourcing trends and vendor oversight?
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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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The Future of the Transfer Agency
Contains 1 Component(s) Recorded On: 07/28/2020FIS and other industry thought leaders discuss lessons learned from COVID19 and how to enhance immunity of the transfer agency in the event of future crises.
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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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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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Automation Adoption: What We're Learning
Contains 1 Component(s) Recorded On: 05/20/2020Automation 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.
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Aligning Operational Resources in the Digital Age (podcast)
Contains 1 Component(s) Recorded On: 09/10/2019How data is impacting servicing models
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Aligning Operational Resources in the Digital Age
Contains 1 Component(s) Recorded On: 08/21/2019Transfer agencies face significant challenges with cost containment pressure while focused on delivering excellent service to maintain advisor and investor loyalty.
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New Challenges on the TA Compliance Landscape
Contains 1 Component(s) Recorded On: 05/29/2019Join Nicsa’s panel of experts as we discuss what it takes for transfer agents to stay compliant.
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Nicsa Transfer Agency Compliance Guide
Contains 1 Component(s)The Transfer Agent Compliance Guide has been prepared to assist investment companies and their various service providers by providing a comprehensive, educational resource of current compliance updates and standards as they relate to the transfer agent function within the asset management industry. (03/05/2019)
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Next Generation Proxy Voting
Contains 1 Component(s) Recorded On: 01/09/2019Learn how data-driven analytics, omni-channel delivery, and blockchain are helping mutual funds achieve their proxy goals.
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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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TA Compliance Guide 101: Getting to Know Nicsa's Essential Reference Guide
Contains 1 Component(s) Recorded On: 05/09/2018Join Nicsa for a 30-minute guided tour of the 2018 Transfer Agent Compliance Guide.
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The Confluence of Tech & Ops
Contains 1 Component(s) Recorded On: 04/11/2018The integration of tech and operations has been revolutionary, driving a fast pace of change to the asset management business model.
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