Diverse Perspectives from Industry Experts
Our popular #WebinarWednesday series offers practically-focused programs on top-of-mind industry topics.
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The Future of Financial WellnessContains 6 Component(s), Includes Credits Includes a Live Web Event on 01/20/2021 at 2:00 PM (EST)
How is the “new normal” shaping the future of financial wellness? Research shows that financial advisors are accelerating their shift to holistic financial planning, looking for support from asset managers and technology solutions. Join our panel of experts, hosted by Broadridge, for a deep dive into the latest trends in financial wellness.
Investment Data Science: A World Outside of SpreadsheetsContains 2 Component(s) Includes a Live Web Event on 01/27/2021 at 2:00 PM (EST)
Technology is changing the very nature of investing. Asset managers and asset allocators need their investment processes to be repeatable, digital, and measurable if they want to compete and succeed. It’s simply not enough for investment processes to live in spreadsheets. Digitizing the process of developing and executing investment ideas can help asset managers better measure, compare, and refine the effectiveness of those ideas. Investment Data Science (IDS) capabilities can help managers and allocators digitize, measure, and refine their investment process. Join Nicsa and Northern Trust as we explore how to leverage the power of data in 2021 and beyond.
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.
Creating a Digital EcosystemContains 2 Component(s), Includes Credits Recorded On: 12/09/2020
Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build you digital strategy and incorporate disruptive technologies into your ecosystem.
Town Hall | Diversity Project North America 2020 UpdateContains 2 Component(s) Recorded On: 12/08/2020
Join Nicsa's Diversity Project North America for a Town Hall Meeting on the growing momentum behind the Diversity Project North America. You’ll hear a first-hand update on the Project’s goals and recent initiatives, including the 2020 Pulse Survey Report, a benchmark for DEI progress in the asset management industry. Our leadership panel will outline the new operating committees and workstreams being put into action in 2021 and share how your firm can get involved in one of the industry’s fastest growing initiatives. Don’t miss this opportunity for members and potential members to ask questions of Diversity Project North America’s leadership, and see what's on the horizon for 2021 and beyond. All participants will receive a complimentary copy of our 2020 Pulse Survey Report.
Listen, Learn & Lead | The Latinx PerspectiveContains 2 Component(s) Recorded On: 12/03/2020
As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Join us for actionable guidance on how to reach young Latinx talent and create a support system that allows people the opportunity to develop and grow in an inclusive environment.
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.
Vendor Selection in the New NormalContains 2 Component(s), Includes Credits Recorded On: 10/28/2020
Join leaders from Ultimus and a panel of industry experts, including trustee, operating officer and general counsel perspectives, for a look at best practices for vendor selection in our new normal. From navigating virtual site visits to enhancing due diligence processes, explore how industry professionals are maximizing the advantages and minimizing disadvantages of virtual vendor selection.
Sales and Asset Forecasting: Modeling in an Evolving Global EconomyContains 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.
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?
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