With a focus on global growth and client success, the 2024 Client Conference wrapped up last week in Miami, giving attendees a glimpse of what’s ahead for Delta Data.

For intermediaries, control report requests from fund families can be a significant time drain. Delta Data's Intermediary Partnership Program aims to solve this problem, offering a streamlined solution that benefits both intermediaries and fund companies.

Delta Data's new enhancements aim to modernize and simplify the relationship between fund distributors and asset managers through the introduction of flexible, automated workflows.

Artificial intelligence (AI) is revolutionizing the asset management industry, with significant implications for the future of fund distribution.

The practice of embedding distribution retrocessions in fund management fees has become the target of increased scrutiny from legislators and regulators across Europe

Delta Data was present at IMpower FundForum June 24-26, 2024 in Monaco. A top networking event in the fund industry, this year's conference brought together some of the most forward-thinking asset and wealth management professionals to explore the new global investment landscape.

The practice of embedding distribution retrocessions in fund management fees has become the target of increased scrutiny from legislators and regulators across Europe

Delta Data team members and other top minds in the mutual fund industry gathered in Washington, D.C. in late May for the 2024 ICI Leadership Summit. The third year of the conference did not disappoint.

Learn how Delta Data helped a leading investment management firm address the inefficiencies surrounding its intermediary oversight program.

In March, the Delta Data team joined nearly 1000 other attendees gathered at InvestOps USA 2024, the world’s leading Investment Operations conference for Buy Side firms.

Delta Data attended and exhibited at the 2024 Nicsa Strategic Leadership Forum (SLF) March 13-15 Orlando to discuss the most pertinent topics affecting financial professionals worldwide.

Learn how Delta Data helped a leading brokerage firm address the data complexities surrounding mutual funds and other pooled investment products.

Delta Data attended and exhibited at the inaugural Investment Company Institute (ICI) Innovate 2024 in San Diego, exploring how emerging technologies are shaping all aspects of the fund industry.

Learn how Delta Data's Fee Management solution helped a leading investment management firm overcome their operational challenges.

Delta Data is set to attend and exhibit at the Investment Company Institute’s (ICI) Innovate conference in San Diego, California February 6-8, 2024, the premier conference for the intersection of technology and the asset management industry.

Many financial services firms are reexamining their data management processes and adopting more comprehensive approaches as part of a wider technological transformation.

A fund’s ongoing intermediary oversight will vary in frequency, content, and scope, based on the type of intermediary, its business model, and information deemed necessary.

Although intermediary oversight has always been a significant focus of the mutual fund industry, certain regulatory initiatives over the years have elevated oversight management. As new and expanded compliance requirements have emerged, fund complexes have enhanced oversight procedures and programs to ensure...

A core compliance activity for mutual fund managers is monitoring the operations of their intermediary partners that distribute fund shares. The most reliable and efficient means of satisfying these oversight obligations lies with audited control reports (SOC, FICCA) that describe each intermediary’s operating environment. Throughout...

A recent Ignites article explored the desire within the fund industry to implement flexible pricing structures for mutual funds, similar to those used by collective investment trusts (CITs) and separately managed accounts (SMAs).

Funds are seeking a controlled approach to intermediary onboarding, workflows, and document storage where they can automate oversight processes and expand comprehensive reporting capabilities.

Automation Brings Operational Relief to Mutual Fund Industry By Cameron Routh, CEO, Delta Data  Last week, Ignites posted a video conversation I had with Sonya Swink at the NICSA Strategic Leadership Forum back in March. At the time, I was primarily thinking about the productivity...

While the asset management industry is constantly changing, one area that continues to be at the forefront is the importance of a modernized intermediary oversight program. In conjunction with Ignites, Delta Data sponsored a webcast on Modernizing Your Oversight Service Platform where Senior Vice President,...

In an interview with Ignites, Delta Data CEO Cameron Routh discussed how pricing pressure has exacerbated the need for industry companies to automate their back offices. The recent trend of a challenging environment across the industry has propelled a very dramatic shift within mutual fund...

  In a move that could signal what’s to come for traditional open-end funds, the Securities and Exchange Commission has removed the swing pricing proposal from the money market fund reforms package. The Commission stripped the proposal from the rules amendments it originally floated in...

 The Securities and Exchange Commission (SEC) has proposed two rules that would require swing pricing for different types of products.Swing pricing uses a “swing factor,” expressed as a percentage of the fund’s net asset value (NAV) and intended to represent an estimate of the transaction...

  Mergers and acquisitions activity (M&A) through the beginning of 2023 remained somewhat muted, consistent with the environment in the second half of 2022. But looking further ahead to the second half of 2023 and beyond, deal-making is likely to accelerate, according to Morgan Stanley....

  Some of the top minds in the mutual fund industry gathered in Washington, D.C. in late May for the 2023 ICI Leadership Summit. The second year of the conference did not disappoint. The dynamic lineup of speakers delivered versatile and thought-provoking ideas for how...

  The challenging environment of the last few years propelled a very dramatic shift within mutual fund operations towards leveraging technology solutions and advancing technology transformation. With a renewed focus on efficiency, the industry is leaning into technology overhauls driven by automation and smart workflows....

  Delta Data CEO Cameron Routh was recently featured in an interview with Ignites on the implications of the Securities and Exchange Commission’s (SEC) swing pricing proposal. Last year, the SEC proposed significant revisions that would require, among other reforms, the adoption of swing pricing...