Learning programs are listed below. Visit our blog for additional content on this topic.
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.
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.
Effective Cost Forecasting and Budgeting in Asset ManagementContains 1 Component(s) Recorded On: 10/02/2019
How are fund firms making the most of advanced technology to accurately forecast costs and budget effectively?
Live from SLF 2019 - Part 2: Digitalization Brings Opportunity in AMContains 1 Component(s) Recorded On: 04/30/2019
Learn how asset managers can turn the digital transformation into opportunity.
Everyday EngagementContains 1 Component(s)
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.
Toolkit | Battling Fraudsters and Bad Actors Tip SheetContains 1 Component(s)
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.
Technology Reference Guides
Topics in Performance Appraisal Level II chapterContains 1 Component(s)
There are various performance appraisal metrics, contexts, and considerations when undertaking a performance evaluation. Chapter from the CFA Institute CIPM program.
Performance Evaluation Introduction Level I chapterContains 1 Component(s)
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.
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