Next week, Delta Data will host a collection of clients and mutual fund industry leaders in Boston for a roundtable discussion that will include some of the investment community’s most influential contributors.

The invitation-only annual forum on March 28, 2023, features an agenda that includes in-depth discussions and insightful presentations addressing the key forces shaping the mutual fund industry.

We’ll be joined by industry leaders, including representatives from the Investment Company Institute (ICI), Barrington Partners, Charles Schwab, and T. Rowe Price for a day of constructive exchanges and a series of candid conversations as we share and gain insights related to our most pressing and impactful concerns.

The 2023 Delta Data Roundtable will feature moderated discussions surrounding:

  • Onboarding CITs and SMAs
  • Non- and Semi-Transparent ETFs
  • Swing Pricing: Alternatives to the 4PM Hard Close

In addition to the above topics, we will also explore the usage of ESG data and the potential impact of the current banking situation.

As the mutual fund industry continues to evolve, events like Delta Data’s Roundtable are learning opportunities to understand the challenges faced across the community, as well as valuable educational experiences to stay up on the latest trends and issues confronting clients.

Attendees are eager to hear what others share about topics spanning the challenges of transforming asset management and the investment trends shaping the fund industry.

This annual roundtable is just one of many ways Delta Data seeks to engage clients and facilitate industry thought leadership while reinforcing Delta Data’s commitment to serve the client. These roundtables are part of an industry-leading, personalized, and consistent client experience across all touchpoints.

Contact us to learn more about Delta Data’s client-centric approach.