Connecting the Global Asset & Wealth Management Community
To align and educate industry participants across all segments of the asset management industry through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.
Nicsa is an industry association where asset managers, intermediaries, and providers come together on the same playing field to address front-to-back-office job functions. Our platform provides industry executives the tools to gain insights and make informed decisions about strategic business development and best practice implementation. In addition, Nicsa allows the opportunity for individuals to develop professional leadership skills and make a meaningful impact on the industry we serve via committee volunteer work.
Guiding best practices across front-to-back-office job functions...
Our Members:
- Include asset managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance.
- Span a diverse set of professionals (product, distribution, tech, data, ops, compliance, fund & investor services, etc.),
- Encompass all employees of member firms
Our Structure
Governance Committees
- Board of Directors
- Executive Committee
- Audit Committee
- Finance Committee
- Nominating Committee
Topic Committees
- Alternative Investments Committee
- Compliance & Risk Management Committee
- Data Analytics Committee
- Fund Administration Committee
- Fund & Investor Services Committee
- International Committee
- Next Gen Committee
- Product & Distribution Committee
- Retirement Committee
- SMA and Model Portfolio Committee
- Technology & Digital Innovation Committee
- UIT Committee
- Unclaimed Property Committee
...in a neutral and collaborative environment.
- Open and collective forums
- Informal, off-the-record discussions
- Not a lobbying association
- Focused on problem solving and best practice implementation
Driving collaboration across 11K+ individual members...
- Gaining real-time industry knowledge
- Making informed business decisions
- Making a meaningful impact on the industry we all serve
With value-add content and programs:
- Formal educational programs
- Casual interactive forums
- CPE credits
- Committee engagement
- Networking opportunities
Key Initiatives
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Membership Value
Leverage the benefits specific to your business needs.
Asset Managers
- Network with platforms and distributors
- Establish thought leadership on asset classes and fund structures
- Access insights on investor demand, advisory landscapes
- Keep a pulse on regulatory issues and tech evolution
Broker Dealers
- Network with asset managers
- Connect with executives responsible for distributor relationships
- Offer thought leadership on distribution platforms
- Participate in industry research and analysis
Service Providers
- Network with fund companies and intermediaries
- Provide thought leadership on industry best practices & regulatory policies
- Build awareness for needs-based solutions
- Collaborate on front and back-office issues
How to Leverage Your Nicsa Membership
- Join a Nicsa committee to collaborate with industry peers
- Attend a Nicsa event to hear business strategy insights from industry experts
- Participate in a Nicsa webinar or conference to increase your brand awareness
Ideas for Getting Started
- Create a Nicsa account to get access to exclusive Knowledge Center content.
- Join a committee to collaborate with peers, pitch speakers for Nicsa events, and develop content to share with Nicsa members.
- Join the Nicsa Hub discussion board to pose questions and share resources with other members. (See the Nicsa Hub Instructions.)
- Add the Nicsa logo to your company website or LinkedIn page.
- Add Nicsa resources to your intranet to enhance employee engagement and education opportunities.
- Let your employees know about available CPE credit opportunities.
- Attend an in person Nicsa conference to get the latest industry insights.
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For more information please contact:
Anne De May, VP, Sales and Member Engagement
ademay@nicsa.org | 508-683-1613