improve it or discuss these issues on the talk page . learn how and when to remove these template messages this article is an orphan as no other articles link to it . please introduce links to this page from related articles ; try the find link tool for suggestions . april 2013 this article may require cleanup to meet wikipedia s quality standards . no cleanup reason has been specified . please help improve this article if you can . march 2011 learn how and when to remove this template message learn how and when to remove this template message nicsa type 501 c 3 nonprofit industry investment management founded boston massachusetts 1962 services educational and networking programs website nicsa.org nicsa is a nonprofit trade association providing forums for the development of operational best practices in the investment management industry . contents 1 organization overview 2 activities 3 history 4 external links organization overview edit nicsa s focus is on the back office operations of the fund industry namely shareholder service fund accounting investment operations and sales support . many of its programs work to help the industry develop and codify best practices for complying with new laws and regulations . membership in nicsa is for all types of corporations playing a role in the investment management industry . members include asset managers custodian banks transfer agents audit firms broker dealers consulting firms and technology firms . activities edit nicsa organizes in person conferences featuring prominent industry executives and webinars on topics of current interest . these events are planned by committees composed of volunteers from the industry . many of these committees also review best practices for the industry particularly with regard to regulatory compliance . nicsa s transfer agent committee maintains the nicsa transfer agent compliance guide a compendium of regulatory requirements and best practices for transfer agents which keep shareholder records and provide customer service for mutual funds . the organization s blog nicsa news provides regular updates on issues of current interest in the investment industry . nicsa is also co sponsor of a text on mutual funds the fund industry how your money is managed which explains how funds are marketed regulated and invested . nicsa sponsors the robert l. gould award which recognizes outstanding achievement in the mutual fund industry . the most recent winners of the award were jennifer m. johnson laurence d. fink john f. cogan jr. john j. brennan robert reynolds and robert c. pozen . nicsa also sponsors a scholarship program for the children of associates of its member firms . history edit nicsa was founded in 1962 as an informal forum for operations and shareholder service professionals in the mutual fund industry under the name national investment company service association . richard l. casey of state street bank & trust company in boston was its founder and first president . edward d. windsor of fidelity fund now fidelity investments served as its first secretary while john r. vaughn jr. of old colony trust company now part of the columbia management family of funds was its first treasurer . external links edit nicsa website nicsa news blog on investment industry issues the fund industry how your money is managed retrieved from https en.wikipedia.org w index.php title nicsa & oldid 743310048 categories organizations based in bostonhidden categories orphaned articles from april 2013all orphaned articlesarticles needing cleanup from march 2011all articles needing cleanupcleanup tagged articles without a reason field from march 2011wikipedia pages needing cleanup from march 2011 navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 9 october 2016 at 02 04 . text is available under the creative commons attribution sharealike license ; additional terms may apply . by using this site you agree to the terms of use and privacy policy . wikipedia is a registered trademark of the wikimedia foundation inc. a non profit organization . privacy policy about wikipedia disclaimers contact wikipedia developers cookie statement mobile view