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Fee Management Too Crucial to Rely on Inefficient Manual Processes By Jason Davenport, Delta Data  Intermediary fee payments are one of the top expenses in the mutual fund industry, accounting for as much as 40 percent of a firm’s total annual expenses. The complexity and the volume of these fees continues to increase, which means it’s...

Intermediary fees make up a significant amount of a mutual fund company’s annual expenses, with some totaling as high as 40%. Maintaining such a major part of a Profit & Loss Statement isn’t something firms take lightly, so as the complexity and volume of the fees have increased, operations teams are looking for new ways...

The relationship between a mutual fund company and its mutual fund sub-advisor is an important one. These trusted partners are relied upon for their expertise in managing strategies and products critical to the success of a fund company. The advantages of subadvisor relationships are well established. They allow fund companies to bring best-of-breed management to...

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