Product & Distribution
Learning programs are listed below. Visit our blog for additional content on this topic.
- Contains 2 Component(s), Includes Credits Recorded On: 11/15/2023
Join the Delta Data and NQR team for a specialized webinar designed to equip you with essential insights for effectively managing risk throughout the intermediary oversight process.
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- Contains 2 Component(s), Includes Credits Recorded On: 09/21/2022
Join Cogent Syndicated to hear the latest insight into trends in the advisor landscape. Asset managers and distributors are invited to learn how to strengthen engagement with advisors amid an unsettled economic and market environment. This webinar will identify current advisor concerns and strategies to offer support as advisors seek to reassure their clients of the benefits of investing over the long-term.
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- Contains 2 Component(s), Includes Credits Recorded On: 09/07/2022
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.
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- Contains 2 Component(s), Includes Credits Recorded On: 02/23/2022
ESG investing has reached an important juncture following an impressive growth spurt. This webinar will discuss the key trends shaping the ESG retail and institutional landscape, and the opportunities they create for asset managers.
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- Contains 2 Component(s), Includes Credits Recorded On: 12/15/2021
Asset managers around the globe are embarking on ambitious and comprehensive strategies for addressing the transition to a sustainable economy.
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- Contains 2 Component(s), Includes Credits Recorded On: 09/15/2021
Market turmoil has investment managers tracking and accounting for increased risks and has investors looking for timely portfolio updates. At the same time, firms are ramping up the use of data and analytics when making investment decisions. Our panel of industry experts will discuss how to strengthen your firm's measurement of investment performance, including ESG analysis, using data to make investment decisions and the impact of COVID-19.
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- Contains 5 Component(s), Includes Credits Recorded On: 07/28/2021
Get the latest insight into the 2021 advisor landscape. Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
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- Contains 6 Component(s), Includes Credits Recorded On: 07/28/2021
Firms across the global asset management industry are striving to be ‘data-driven.’ Do you have a clear understanding of how your organization’s data is being used in the field? Join our panel of Business Intelligence professionals and wholesalers and discover how to utilize business analytics, data mining, and infrastructure to quickly adapt to market changes and identify valuable business opportunities.
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- Contains 2 Component(s), Includes Credits Recorded On: 07/21/2021
Alternative investments continue to attract attention from investors around the globe. To help asset managers and fund initiators plan for the future, we have assembled a panel of global experts to review the current trends, likely trend changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2021 and beyond. This webinar will focus on current market trends in alternatives such as changes in the product landscape, when and why investors and initiators decide to enter the alternatives space, and the opportunities and challenges associated with implementing and servicing alternatives.
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- Contains 6 Component(s), Includes Credits Recorded On: 06/02/2021
Environmental, social, and governance (ESG) investing is a leading driver of change within the asset management industry. Join our panel of industry experts for distribution and product insights into one of the fastest growing segments of the fund industry. Our program is designed to provide value to Nicsa members with an up-to-the-minute assessment of opportunities available for asset managers and fund providers.
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- Contains 6 Component(s), Includes Credits Recorded On: 05/05/2021
The events of the past year may have reshaped many ways in which asset managers interact with their clients and business partners. But changes in relationship management had already started pre-pandemic and the past year accelerated many trends. Clients continue to demand more custom solutions, advice driven relationships and simplicity. Asset managers have increasingly found ways to use technology to enhance and deepen relationships. Talent models for relationship managers have also evolved as have the way asset managers interact with clients. What is the future of relationship management and what trends will we see for the future and how to plan our resources to meet the changes?
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- Contains 6 Component(s), Includes Credits Recorded On: 04/28/2021
Alternative investments continue to attract attention from investors around the globe. Join our panel of industry experts, sponsored by Ultimus Fund Solutions, as we take a deep dive into the global trends that are driving the alternatives market. Hear the latest insights on the variation of product structures and the evolving opportunities on the distribution landscape.
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- Contains 2 Component(s), Includes Credits Recorded On: 03/24/2021
Join our panel of industry executives as they discuss ETF trends, and how to fully optimize your product and distribution strategy. The panel will review current trends in ETFs in terms of sales growth, demand and new product opportunities. We will discuss new products in the ETF space such as non-transparent and active ETFs and show how advisor and investor preferences are driving demand for ETFs.
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- Contains 1 Component(s)
Insights on Product and Distribution from multiple sessions at Nicsa's 2020 General Membership Meeting.
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- 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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- Contains 2 Component(s), Includes Credits Recorded On: 11/12/2020
Join us for a thorough exploration of recent research conducted by EY around asset managers’ distribution strategies. Members of the Nicsa Product & Distribution Committee participated and provided valuable contributions to this distribution research. A not-to-be-missed program for Nicsa members interested in learning about the key distribution trends identified during the research:
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- Contains 2 Component(s), Includes Credits Recorded On: 10/22/2020
Join 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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- Contains 2 Component(s), Includes Credits Recorded On: 09/16/2020
A look back at how business development has evolved over the past decade, and a focus on where it’s going.
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- Contains 2 Component(s), Includes Credits Recorded On: 09/02/2020
Get up-to-date market updates from both the demand and supply side of the equation.
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- Contains 1 Component(s), Includes Credits Recorded On: 07/29/2020
Asset 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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- Contains 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.
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- Contains 1 Component(s) Recorded On: 07/15/2020
Join 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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- Contains 1 Component(s)
Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
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- Contains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
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- Contains 1 Component(s)
A reference guide for financial advisors and their clients.
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- Contains 1 Component(s) Recorded On: 12/06/2019
Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models
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- Contains 1 Component(s) Recorded On: 11/25/2019
BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.
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- Contains 1 Component(s) Recorded On: 11/20/2019
With advanced technology and new ways to tell the story of a customer experience, client journey mapping has moved into an integrated, data-driven operational program.
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- Contains 1 Component(s) Recorded On: 09/11/2019
Our panel of industry thought leaders explores the industry’s biggest obstacles and opportunities for product differentiation and brand loyalty.
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- Contains 1 Component(s)
An introduction to the regulation and operations of unit investment trusts. (09/01/2013)
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- Contains 1 Component(s)
Nicsa presents a Rosetta Stone for Learning to Speak ESG. (09/01/2019)
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- Contains 1 Component(s) Recorded On: 08/13/2019
This webinar will discuss the adoption of Regulation Best Interest (Reg BI) and its effect on broker-dealers, investment advisors, and asset managers.
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- Contains 1 Component(s) Recorded On: 06/19/2019
Trends and opportunities on the ETF landscape.
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- Contains 1 Component(s)
Nicsa explores how financial institutions are thinking about advisor retirement trends and succession planning. (06/01/2019)
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- Contains 1 Component(s) Recorded On: 05/08/2019
Join our panel of industry executives as they discuss trends in ETF product design and distribution.
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- Contains 1 Component(s) Recorded On: 04/23/2019
A conversation with Jack Tierney, Executive Director, Product Development at Invesco.
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- Contains 1 Component(s) Recorded On: 04/15/2019
Importance And Scope Of European ESG Regulations
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- Contains 1 Component(s) Recorded On: 04/11/2019
How are firms addressing and modifying their product lineups?
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- Contains 1 Component(s) Recorded On: 03/06/2019
An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.
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- Contains 1 Component(s) Recorded On: 02/06/2019
Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client.
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- Contains 1 Component(s) Recorded On: 11/07/2018
Product development has evolved from “long only” mutual funds to innovative investment ideas in ETFs, smart beta, liquid alts, ESG and many more.
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- Contains 1 Component(s) Recorded On: 10/31/2018
PIMCO's Mary Hoppe on what asset managers can do to build better business relationships with the industry's top advisors.
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- Contains 1 Component(s) Recorded On: 10/17/2018
Sustainable Investing is moving from niche to mainstream. Sustainability considerations are becoming increasingly integrated into company processes from product development to distribution.
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- Contains 1 Component(s) Recorded On: 09/18/2018
Financial advisors are inundated with choices among asset managers, making it critical to capture advisors' attention and leave a lasting impression.
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- Contains 1 Component(s) Recorded On: 05/29/2018
An expert panel of gatekeepers walks us through the manager due diligence process.
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- Contains 1 Component(s) Recorded On: 04/25/2018
Join Nicsa for a distribution call with Foreside Financial Group, Pacific Life, Independent Financial Partners, and Massey Quick Simon.
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Utilizing analysis-driven insights to support cross-function alignment. (04/01/2018)
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Best practices for asset managers evaluating their distribution partnerships (04/01/2018)
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- Contains 1 Component(s) Recorded On: 03/28/2018
Hear Brinker Capital's CEO and Columbia Threadneedle's National Sales Manager discuss product rationalization, fee pressures and other hot topics in the product distribution arena.
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Environmental, Social and Governance (ESG) investing is bringing a new lens to the world of traditional investment management. ESG is increasingly becoming a key decision criterion within the institutional and retail channels as investors seek to ensure that their investments align with their values.
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