Product & Marketing
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
Next Wave DistributionContains 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:
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.
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.
The Future of Marketing and Regulatory CommunicationsContains 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.
Fidelity Investments' Tricia Haskins on Distribution DisruptorsContains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
Invesco's Nate Dierkling on the Evolving FA PracticeContains 1 Component(s)
Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
Client Journey MappingContains 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.
Industry Leaders Outlook: Product & Marketing RoundtableContains 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.
An In-Depth Look at the Nuance Practices of ESG InvestingContains 1 Component(s)
Nicsa presents a Rosetta Stone for Learning to Speak ESG. (09/01/2019)
Unit Investment Trusts: An Introduction for Investment Industry ProfessionalsContains 1 Component(s)
An introduction to the regulation and operations of unit investment trusts. (09/01/2013)
Invesco's Jack Tierney on Product Development Trends and UITsContains 1 Component(s) Recorded On: 04/23/2019
A conversation with Jack Tierney, Executive Director, Product Development at Invesco.
Innovation in Sustainable FinanceContains 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.
Best Practices in Aligning Sales and Marketing GoalsContains 1 Component(s)
Utilizing analysis-driven insights to support cross-function alignment. (04/01/2018)
Alts: Choosing The Right Structure and Asset ClassContains 1 Component(s) Recorded On: 12/01/2017
Experts weigh in on how to choose the right fund structure for alternative asset classes.
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