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Delta Data’s annual study reflects input from a survey involving 24 different bank and trust companies, asset management companies, and financial advisors representing several of the top ten financial entities in the United States. This paper details the recent historical improvement in data exchange, transparency, and communications used in the coordination of Collective Investment Trusts...

Our Mutual Fund Data Management Whitepaper is a thought piece authored by Whitfield Athey, CEO and Burton Keller, EVP, of Delta Data, that addresses the unique data elements and key functionality that should be considered when acquiring or building an enterprise data management system designed to accommodate the unique needs of pooled investments – with focus...

Our Distribution Oversight Whitepaper is a thought piece authored by Whitfield Athey, CEO and Burton Keller, EVP, of Delta Data, that illustrates core principles to consider when designing, evaluating or upgrading an oversight program. Please note that redistribution requires Delta Data’s written permission. Click here and complete a simple form to download the whitepaper.