*Personal information collected will only be used for the above intended purposes.
In the highly volatile macro-economic climate that asset managers find themselves in, the excel-based models created at the beginning of the year must be constantly maintained to incorporate the latest pandemic or market melt-down. Delta Data’s new IntelliCaster forecasting tool virtually eliminates these endemic issues. IntelliCaster eliminates the pooled investment industry’s reliance on manually maintained excel-basedmodels to project AUM and associated distribution fees, based on macro-economic models, which create inefficiencies, error, and distracts high value personnel from their core competencies.
The IntelliCaster is a model based institutional financial planning tool specifically for Asset Management Fund Companies to provide actionable future focused profit and expense models per product, channel and platform. Imagine having a tool that can store your base model, accept, and record changes to the model and layer real views into forecasts for sales and AUM, adjusted by region, dealer, product or share class. Associated distribution fees calculated from the forward-looking models incorporate their assumptions and provide exact expense analytics.
Delta Data’s IntelliCaster provides asset managers with a platform to input and maintain economist generated macro-economic based models. The models can then be used as the basis for scenarios. Each scenario can include adjustments from sales by region, dealer or product, and by finance to adjust by share class, fee waivers and other proprietary inputs from that specific asset manager. The scenarios are then used to calculate forward looking AUM and its associated expenses for macro analytics or detailed product in specific dealer channel level projections.
*Personal information collected will only be used for the above intended purposes.