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. Read the...
Ignites: CCOs’ 2019 To-Do List: Automate the Back Office, Use Data to Preempt Problems
December 28, 2018
By Jill Gregorie December 28, 2018 – CCOs had to meet several new digital- and data-focused demands in 2018, and in 2019, they will need to be even more tech-savvy, consultants say. Read the full article here.
ThinkAdvisor: Target Date Fund Evolution Now Awaiting Tech Revolution
December 18, 2018
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...
Ignites: Delta Data Promotes Two in Sales, Product Development
December 17, 2018
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...
Ignites: New Service Aims to Fast-Track Gatekeeper Communication
September 21, 2018
By Bradley Saacks September 21, 2018 – A start-up hoping to fast-track due diligence between asset managers and broker-dealer home offices has recruited dozens of managers and manager research teams. Read the full article here.
Delta Data Launches Proprietary Product Manager
September 18, 2018
Columbus, GA – September 18, 2018 – Delta Data, a leading provider of software and data management solutions for the mutual fund industry, today announced the launch of its Proprietary Product Manager (PPM), a tool that supports the construction, trade execution and administration of proprietary funds...
Ignites: Shops’ Plans for Classifying Holdings: Monthly, at First
August 22, 2018
By Jill Gregorie August 22, 2018 – Most shops are setting monthly “bucket” classifications for their investments — but over time, most will likely switch to evaluating securities daily, lawyers and consultants say. Read the full article here.
Ignites: PMs ‘Resent’ Liquidity Rule but Play Critical Role in Compliance
June 13, 2018
By Jill Gregorie June 13, 2018 – Portfolio managers will play a critical role in shops’ efforts to comply with the so-called “bucketing” provision of the SEC’s 2016 liquidity rule, lawyers and consultants say. Read the full article here.
Ignites: BNY Mellon Chooses E-Mail Alternative for Communications
June 13, 2018
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,...
Ignites: Resource Constraints Cripple Shops’ Chances at SEC Amnesty
May 16, 2018
By Jill Gregorie May 16, 2018 – Shops and their distributors are scrambling to meet the SEC’s June 12 deadline to volunteer information about instances in which they overcharged investors in exchange for amnesty from the regulator’s enforcement unit. Read the full article here.
Fund Operations: Delta Data and FundBlast System Featured in Recent Article
April 25, 2018
By Whitfield Athey April 25, 2018 – The industry’s move to an email-based system has been the only minor update to the blast fax infrastructure in the last 30 years with regards to communicating fund changes and events. Read the full article here.
FTF News: Delta Data Service Offers Automation for Proprietary Funds
February 26, 2018
By Eugene Grygo September 26, 2018 – Delta Data, a data management systems vendor for mutual funds, is launching a solution to help trust companies, retirement recordkeepers, insurance companies, and broker-dealers with the construction, trade execution and administration of highly customized proprietary funds. Read the...
Delta Data to Showcase FundBlast at NICSA’s 2018 Strategic Leadership Forum
February 26, 2018
Columbus, GA – February 27, 2018 – Delta Data has announced its participation as a presenter and sponsor at NICSA’s Strategic Leadership Forum (SLF), to be held February 28 – March 2 at the Doral in Miami, FL. Delta Data to showcasing its recently launched communication...
Delta Data Named a TAG Top 40 Innovative Technology Company
February 22, 2018
Columbus, GA – February 21, 2018 – The Technology Association of Georgia (TAG), the state’s leading association dedicated to the promotion and economic advancement of Georgia’s technology industry, today announced Delta Data as one of its Top 40 Innovative Technology Companies in Georgia. TAG will recognize...
WatersTechnology: FundBlast Corporate Actions Portal
February 9, 2018
By Wei-Shen Wong February 9, 2018 – FundBlast will serve all parties involved in the fund action lifecycle, including fund companies, broker-dealers, and fund service providers such as transfer agents, fund accountants, and record-keepers. Read the full article here.
Industry Events
See what we’re attending
30
APRIL 2024ICI and Denver Area 1940 Act Group Networking Event
- Lone Tree, CO
- A celebration of the 100th anniversary of the mutual fund!
13-16
MAY 2024ALFI Roadshow to the USA
- Boston & New York
- Where global fund leaders compare notes
21-23
MAY 2024ICI 2024 Leadership Summit
- Washington, DC
- The Delta Data team will be joining leaders from all facets of the asset management industry at this event.
20
JUNE 2024JP Morgan Corporate Challenge: 3.5 Mile Run
- Boston, MA
- The world’s largest corporate running event
24-26
JUNE 2024IMpower FundForum
- Monte Carlo, Monaco
- Sponsored by Delta Data
- Build partnerships across public & private markets, distribution, asset allocation, investment solutions & business operations.
Stay up-to-date on all our events!