By Jill Gregorie March 11, 2019 – The investment management “gravy train” is rapidly losing steam, and shops need to spend more money — not less — if they hope to stay on track, according to a Baillie Gifford executive.
By Jill Gregorie January 4, 2019 – CCOs face enormous tasks entering 2019, including finalizing their liquidity programs, fine-tuning their internal processes of gathering and presenting data used in electronic shareholder reports, and refining their methods of examining the algorithms that underpin investment models.
By Whitfield Athey December 18, 2018 – Morningstar’s head of retirement research recently outlined why individuals and advisors should avoid “mixing in” additional investments alongside target date fund (TDF) commitments. Likening it to adding extra eggs to a cake recipe, he emphasized that these improvisations, however well intentioned, invariably alter anticipated outcomes.
By Chris Larson December 17, 2018 – Back-office software provider and consultant Delta Data has created a new position, chief sales officer, and promoted SVP of sales Bret Bange to fill the role. Bange, a four-year veteran of Delta Data, will report to CEO Whitfield Athey and oversee a five-person sales team.
By Joe Morris June 13, 2018 – BNY Mellon has adopted a new platform for communicating mutual fund data to industry clients. Effective today, the firm is processing fund-related notifications including product rollouts, mergers, liquidations, accounting changes and trade rule updates via FundBlast, operated by Columbus, Ga.-based Delta Data.