Five Steps to Prepare for Mutual Fund Dividend Season

For banks, record keepers, broker dealers, insurance companies, and financial professionals in the pooled investment fund industry, the periodic distribution events in December, as well as those scheduled through the rest of the year, can make for an overwhelming process to track.

As we previously discussed, Dividend Calendar tools can help mitigate the deluge of distribution events around the dividend season. There are also several proactive initiatives that can be taken to prepare for dividend season and offset even more of the havoc that this time of year can wreak.

Below are five crucial steps that a data operations team can take in advance to reduce the likelihood of encountering any missteps during the busy mutual fund dividend season.

Interested in learning more about how Delta Data can streamline your busy mutual fund dividend season? Contact us today.