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ThinkAdvisor: Are Active ETFs a Threat to Mutual Funds?

By Burton Keller August 5, 2019 – While mutual funds may still dominate the U.S. market, ETFs are gaining traction quickly. According to the 2019 Investment Company Institute Factbook, at the end of 2018, the U.S. domestic mutual funds market amounted to $17.7 trillion in total net...

Ignites: Slash-and-Burn Budgeting Can’t Save Managers’ Profits: Baillie Gifford

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. Read the full article here.

Ignites: New Year Greets CCOs With Tall Tasks Around Liquidity, Reporting, Model Oversight

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

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

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

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

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

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

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

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

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

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

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

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

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...
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