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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...

Chief Compliance Officers (CCOs) certainly had a lot on their plates in 2018 – from MiFID II and GDPR to considerations around the DOL Fiduciary Rule and Liquidity Rule, there have been many pieces of regulation that have captured their attention and pushed them to implement new operational and technological structures to comply. I had...

As 2018 comes to a close, it’s time to think about strategies to make 2019 your best year yet. Solutions that just “got the job done” in the past year do not cut it anymore as firms and industry professionals are looking to innovate and optimize existing processes. If you’re a fund company brainstorming ways...

Unexpected market closures, like the one we experienced recently for the funeral of former President George H. W. Bush, put the mutual fund industry in a precarious position. And while they don’t occur very often, when they do — it puts operations teams under serious strain, especially on the distribution side.

Our employee spotlight this week, includes two great men. This year has been one of innovation, achievement, and exciting growth here at Delta Data. Some of our notable accomplishments in 2018 include the launch of new products such as FundBlast and our Proprietary Product Manager, recognition as a TAG Top 40 Innovative Tech company, and a NICSA Nova...

Every year, we have the privilege of bringing our clients together to talk about industry trends and discuss our latest product updates. It’s hands down the most instructive three days for us at Delta Data. They help us draw our innovation roadmap and keep our efforts focused on solving their problems rather than chasing the...

2018 marks the 15th year since the mutual fund industry was rocked by the worst scandal in its history: the market timing scandal. It was in September of 2003 when New York Attorney General Eliot Spitzer filed a complaint against the hedge fund Canary Capital Partners — charging they had engaged in “late trading” in...

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...

Every year at NICSA’s General Membership Meeting, the top initiatives, technologies, and personalities in the asset management industry are presented with NICSA NOVA Awards. This year, we’re proud to announce that FundBlast won its “Innovation in Technology” Award, and are honored to have received this prestigious distinction. The NICSA NOVA Awards NICSA offers the following criteria...

On August 31, 2018, President Trump signed an Executive Order on Strengthening Retirement Security in America. This EO directs the US Department of Labor and the Treasury to consider issuing regulations and guidance that would (1) make it easier for businesses to offer association retirement plans, also known as multiple employment plans (MEP), (2) improve...

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