Some of the top minds in the mutual fund industry gathered in Washington, D.C. in late May for the 2023 ICI Leadership Summit. The second year of the conference did not disappoint. The dynamic lineup of speakers delivered versatile and thought-provoking ideas for how the industry can navigate current and future challenges and opportunities....
The challenging environment of the last few years propelled a very dramatic shift within mutual fund operations towards leveraging technology solutions and advancing technology transformation. With a renewed focus on efficiency, the industry is leaning into technology overhauls driven by automation and smart workflows. In a recent interview, a CTO of one fund servicing...
Delta Data’s Intermediary Fee Management solution streamlines intermediary invoice validation and payments, reduces risks, and frees up resources to work on more strategic objectives.
Delta Data CEO Cameron Routh was recently featured in an interview with Ignites on the implications of the Securities and Exchange Commission’s (SEC) swing pricing proposal. Last year, the SEC proposed significant revisions that would require, among other reforms, the adoption of swing pricing and a “hard close” for transacting in fund shares. The...
Last month, Delta Data released a new Knowledge and Support Center, which empowers clients to get product support and helpful information when and how they need it. The new portal grants clients ownership of their individual service experience. The Knowledge Center includes a robust, searchable library of FAQs, user manuals, Help and How-To articles,...
It’s hardly surprising that risk-conscious financial institutions have been wary of dancing in the cloud. Many firms within the industry had initial resistance to cloud technologies primarily due to concerns around these factors…
Last month, Delta Data hosted a collection of clients and mutual fund industry leaders in Boston for a roundtable discussion that included some of the investment community’s most influential contributors. The invitation-only annual forum on March 28, 2023, featured an agenda that included in-depth discussions and insightful presentations addressing the key forces shaping the...
Fee Management Solutions Help Funds Monitor Waivers To Protect Against Regulatory Risk Earlier this year, the staff of the SEC’s Division of Investment Management issued a bulletin cautioning mutual funds and their boards of directors about potential implications under the Investment Company Act of 1940 when fee waiver and expense reimbursement arrangements cause different...
Last week, Delta Data hosted a collection of clients and mutual fund industry leaders in Boston for a roundtable discussion that included some of the investment community’s most influential contributors. The invitation-only annual forum on March 28, 2023, featured an agenda that included in-depth discussions and insightful presentations addressing the key forces shaping the...
Next week, Delta Data will host a collection of clients and mutual fund industry leaders in Boston for a roundtable discussion that will include some of the investment community’s most influential contributors. The invitation-only annual forum on March 28, 2023, features an agenda that includes in-depth discussions and insightful presentations addressing the key forces shaping...
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