Mutual MinuteDelta Data’s Mutual Minute with Nasdaq: Transparency in Collective Investment Trusts
September 7, 20210
Bi-weekly conversations on important issues for the pooled investment industry.
John Randall, ICI update Recently Delta Data conducted its sixth annual customer roundtable, bringing in more than 40 pundits and experts from the financial industry for a series of conversations covering a range of subjects, from regulations to managing COVID-19. Participants included representatives from the top 10 US banks, top five US retirement recordkeepers, and...
Delta Data Research InstituteIt’s Time to Rethink ETFs Over Mutual Fund Investments for Tax Reasons
August 10, 20210
Recently FT Wealth ran an article titled “America’s Rich Have Another Reason to Quit Mutual Funds,” which got me to rethink the whole “revolutionary” concept of selecting ETFs over Mutual Funds for a myriad of reasons, with most roads leading to the IRS. The thesis of the article was based on the fact that mutual...
Delta Data has hosted a CIT forum for several years and charted the growth of the industry as it has accelerated in relation to mutual funds, most recently at our annual event, Activate 2020. We selected the name because we felt it was time to formally identify and have a concerted industry dialogue concerning the...
Delta Data Research InstituteThe CIT to Recordkeeper/Custodian Account Reconciliation Issue
June 1, 20210
Collective Investment Trusts may seem similar to mutual funds, but they are inherently different in many important respects. While mutual funds allow a broad spectrum of account holders to trade in their funds; (retail, qualified, and non-qualified retirement plans, charitable organizations, trusts, etc.), CITs are only open to qualified retirement plans. While CITs are giving...
Delta Data Research InstituteDelta Data CEO Whitfield Athey Addresses Account Transfers at 2021 ABA WMTC
February 26, 20210
Whitfield Athey joined Gauri Sharma, VP Professional Certifications – ABA, in an exclusive podcast to discuss account transfers. In this video, you will learn the answers to the following questions: What have been the barriers to adopting automated processes in the past? What are the forces which are driving this need for transparency? If the...
Delta Data Research InstituteDelta Data CEO Whitfield Athey Addresses Standardizing your International Oversight Program at NICSA SLF
February 25, 20210
Whitfield Athey, CEO and technology architect for Delta Data, joined NICSA during a pop-up session to discuss International Dealer Oversight. In this video, you will learn the following: Not only can you run your domestic oversight program in our platform, but now standardize your International Oversight program as well. Create your questionnaire Send out to...
Delta Data Research InstituteThe Reality and Practice of Macroeconomic Forecasting for the Pooled Investment Industry
November 24, 20200
Steve Levitt Ph.D. (Freakonomics) and Whitfield Athey, CEO, Delta Data, discuss the changing role of the economist in financial forecasting during times of social, economic, and cultural turmoil.
Delta Data Research InstituteSales and Asset Forecasting: Modeling in an Evolving Global Economy
October 22, 20200
Delta Data and a panel of industry experts take a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies. View the full webinar here:
Stripping the Labels – companies are moving boldly into digitization Four seasoned members of the asset management community shared a common battle cry at the 2020 NICSA GMM panel “Stripping the Labels”: the COVID WFH scenario has turned digitization from a backroom discussion to a boardroom imperative. Whitfield Athey, CEO of Delta Data joined...
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