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 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,...
Top Takeaways from 2022 ICI Tech Summit Delta Data attended and exhibited at the inaugural Investment Company Institute (ICI) Tech Summit in Dallas, Texas November 8-9, 2022, which explored the current and emerging technologies across all aspects of asset management while providing an excellent opportunity to connect with clients and industry partners. The two-day conference...
By Colt Younger, Senior Vice President, Product Industrywide, investment management firms are starting to pull back on risky or discretionary spending. Many are also starting to tap the brakes on hiring, with plans to even keep some open roles unfilled. A lot of institutions today consider investments in modernizing technology as an essential spend to...
Gain a clear and comprehensive risk picture of your intermediary distributors. Delta Data’s Asset Manager Intermediary Oversight ebook provides a detailed look at building a strong intermediary oversight program, including why it’s important and the intermediaries you should focus on.
Stripping the Labels – companies are moving boldly into digitization Four seasoned members of the asset management community shared a common battle cry at the 2020 NICSA GMM panel “Stripping the Labels”: the COVID WFH scenario has turned digitization from a backroom discussion to a boardroom imperative. Whitfield Athey, CEO of Delta Data joined...
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