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.

Given fast-evolving technology applications within the asset management industry, data protection remains a critical business imperative.

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.

How are fund firms making the most of advanced technology to accurately forecast costs and budget effectively?

This webinar will be focusing on the buzzword "blockchain,"  and its use in cryptocurrency.

Eric Johnson of DFIN shares insights on evolving customer and regulatory demands

Learn how asset managers can turn the digital transformation into opportunity.

A look at what’s trending in the asset management industry.

Hands on applications of machine learning in today’s asset management industry.

The current state of AI in Asset Management.

Staying inclusive and connected to colleagues has different meaning in a virtual, work-from-home environment. Intentional behavior changes aimed at keeping inclusion at the forefront can result in a more engaging and productive environment.

Nicsa’s Compliance & Risk Management Committee and TA Committee explore best practices for battling fraud during the time known as COVID-19, which brings with it its own trends and nuances.

Nicsa’s Compliance & Risk Management Committee and TA Committee explore best practice tips for cybersecurity compliance in a work-from-home environment.

One of the greatest business challenges the asset management industry faces in a competitive environment is retaining diverse talent.

Launched in 2018, Aon’s Diverse Sponsorship Program is part of the company’s broader Diversity & Inclusion goals and objectives.

A detailed explanation of debt securities from the CFA Institute's Investment Foundations program.

An overview of the financial services industry from the CFA Institute's Investment Foundations program.

There are various performance appraisal metrics, contexts, and considerations when undertaking a performance evaluation. Chapter from the CFA Institute CIPM program.

Performance evaluation is an integral part of the investment management decision process because it provides feedback on the effects of investment activities and the decisions on the performance of portfolios. Chapter from the CFA Institute CIPM program.

A glossary of commonly used terms in financial services from the CFA Institute Investment Foundations program.