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.
Sales and Asset Forecasting: Modeling in an Evolving Global EconomyContains 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
Nicsa Insights: COVID-19 and the Asset Management Industry - Nicsa 2020 General Membership MeetingContains 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.
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.
Modernizing Vendor Management and Strategic Partnership ModelsContains 6 Component(s), Includes Credits Recorded On: 10/21/2020
Industry 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?
The Future of the Transfer AgencyContains 1 Component(s) Recorded On: 07/28/2020
FIS 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.
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.
Developing a “Return to the Workplace” RoadmapContains 1 Component(s), Includes Credits Recorded On: 07/01/2020
Join 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.
The Global Pandemic & Its Impact on the Future of the Transfer AgencyContains 1 Component(s) Recorded On: 06/10/2020
Learn 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.
CARES Act and the Effect on the Retirement EcosystemContains 1 Component(s) Recorded On: 06/04/2020
Learn more about the the CARES Act and its impact on the retirement community.
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.
Aligning Operational Resources in the Digital Age (podcast)Contains 1 Component(s) Recorded On: 09/10/2019
How data is impacting servicing models
Aligning Operational Resources in the Digital AgeContains 1 Component(s) Recorded On: 08/21/2019
Transfer agencies face significant challenges with cost containment pressure while focused on delivering excellent service to maintain advisor and investor loyalty.
Nicsa Transfer Agency Compliance GuideContains 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)
TA Compliance Guide 101: Getting to Know Nicsa's Essential Reference GuideContains 1 Component(s) Recorded On: 05/09/2018
Join Nicsa for a 30-minute guided tour of the 2018 Transfer Agent Compliance Guide.
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