Selected – Versanture

NICSA News Blog Posts

Theresa HamacherMay 1, 2015May 10, 2015

EU Securities Rulemaking

Theresa HamacherApril 1, 2015May 10, 2015

The Fund Industry | 2nd Edition

Theresa HamacherFebruary 1, 2015May 1, 2015

The Need for Active Management

February 1, 2015 The death knell of active portfolio management has been rung. But with recent studies suggesting that the costs of passive management are rising, has the bell tolled too soon? This Financial Times article (written with Bob Pozen) looks at […]

Theresa HamacherFebruary 1, 2015May 1, 2015

A Look at Money Market Reform

October 5, 2014 The SEC’s changes in July to Rule 2a-7 governing money market funds may be simple in concept – but they will require significant changes in fund operations. As speakers from BNY Mellon, Boston Financial Data Services, Deutsche Asset & […]

Theresa HamacherDecember 3, 2014May 10, 2015

Transfer Agent Guide

2013-2014 The NICSA Transfer Agent Compliance Guide makes it easy to look up and understand the many laws and regulations governing transfer agent operations. The Guide was completely updated in 2013-2014. Updates included: Standardized structure and formatting Hyperlinks to code sections Complete […]

Theresa HamacherDecember 1, 2014May 11, 2015

Demographics | The Movie

September 23, 2014 This video illustrates the dynamic changes in the U.S. demographics since 1900. It is based on the presentation on fund industry trends from the 2014 AFLI Global Distribution conference. (Be sure to check out the complete slide presentation.)

Theresa HamacherSeptember 23, 2014May 1, 2015

LinkedIn’s Phantom Employees

December 15, 2013 This Financial Times article (written Rajib Chanda) discusses the problem of “phantom employees” on LinkedIn — individuals who are listed on the social media site as an employee of a company, but who in actuality do not work there. It’s […]

Theresa HamacherDecember 15, 2013May 1, 2015