“The Great Resignation” is the préoccuper de jour for the financial industry and one of the leading conversations at this year’s NICSA Strategic Leadership Summit. Industry observations take on real meaning when they migrate from the media and land on a company’s doorstep. Recently, a fund company contacted Delta Data with a hurried request...
Bi-weekly conversations on important issues for the pooled investment industry.
Bi-weekly conversations on important issues for the pooled investment industry.
Tate Rupprecht, PGIM Investments, and Brad Smith, American Funds discuss Share Class Portability Recently Delta Data conducted its sixth annual customer roundtable, bringing in over 40 pundits and experts from the financial industry for a series of conversations covering various subjects from regulations of managing COVID. Participants include representatives from the top 10 US banks,...
Delta Data BlogCongressional Proposal to Tax “In-Kind” Exchanges Inside ETFs – A Bad Idea
September 28, 20210
If the word out of Washington is any indication of the weather, we’re in for a stormy time, with a one-eyed skipper looking for the horizon. Recently Congress proposed taxing of in-kind exchanges inside of ETFs to help fund their 3.5T budget package. Online publication Ignites recently ran an article on the proposal and cited...
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 BlogIt’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 BlogDelta Data’s Annual CIT Industry Study
August 5, 20210
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...
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...
SERVICES
USEFUL LINKS
FREE CONSULTATION
Delta Data provides the back-end solutions that companies in the mutual funds industry use to process trillions of dollars of transactions and keep on top of their data.
Copyright © Delta Data 1996-2021