Delta Data Research InstituteDelta Data Provides Access to New Forecasting Tool to Aid in Pandemic Relief

April 21, 20200

Following on the heels of Delta Data’s offer to make our Data as a Service corporate action data available to registered broker dealers, bank trusts, and record keepers, we are now providing complimentary access to our newly released macro-economic model driven IntelliCaster forecasting tool. The tool allows users to input and track economic models that provide a baseline for asset managers to forecast asset flows and their associated expenses.

With Delta Data’s IntelliCaster, complex forecasting is as easy as 1,2, 3.

  • Asset manager’s economists input macro-economic based models either into the interface or via upload, which form the basis for scenarios.
  • Adjustments from sales by region, dealer or product; and by finance that adjusts by share class, fee waivers, and other proprietary inputs are input into the system
  • IntelliCaster yields forward looking composite analysis of projected distribution fees, expenses, and profit for each macro-economic scenario. Fee agreements input into the system provides a monthly expense calculation that is then applied against the future AUM models.

The tool officially launched at the annual NICSA Strategic Leadership Forum and is already in use by a major investment management firm. For more information, check out our webinar: Moving from Manual to Automated Macro-Economic Driven Modeling.

As of April 21, Delta Data will be making IntelliCaster available, free of charge, through the duration of the COVID-19 crisis.

We have set up a concierge service to walk your company through the process of accessing this powerful tool. Just follow this link to begin the process.

Delta Data Staff

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