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Work from Home and the Changing Perception of Wall Street In our last post, we shared highlights from our annual 2020 roundtable. Make sure to check that out if you missed it. The final discussion involved business process execution in the age of dislocation and focused specifically on the current work from home scenario. Delta...

Oversight Management Delta Data’s fifth annual industry roundtable, our first large scale virtual event, brought together an assemblage of over 60 asset managers including five of the top 10 largest mutual funds complexes in the United States for a candid conversation on the current state of mutual fund management and operations in the context of...

Columbus, GA – April 21, 2020 – Delta Data, a fintech company providing infrastructure technology for the pooled investment community, will be offering customers and non-customers alike access to its newly launched institutional profit and expense forecasting tool: IntelliCaster. The tool allows users to input and track multiple economic models that provide a baseline for...

Following on the heels of Delta Data’s offer to make our Data as a Service corporate action data available to registered broker dealers, bank trusts, and record keepers, we are now providing complimentary access to our newly released macro-economic model driven IntelliCaster forecasting tool. The tool allows users to input and track economic models that...

A recent article in Ignites caught my eye. It detailed a recent research report by Deloitte’s Casey Quick, which revealed that asset managers that spent the most on technology (related to distribution) over the last three years saw significantly higher profit margins than those of their peers.

We recently returned from sunny Florida, where Delta Data sponsored, exhibited, and spoke at NICSA’s 2019 Strategic Leadership Forum, and we thoroughly enjoyed the event. From disruptive technologies to gender diversity in asset management, to fraud prevention, there were many engaging topics discussed at the conference. However, the main thread woven throughout the sessions was...

Recently we had the opportunity to gather with asset managers and others in mutual fund operations in Boston for our annual roundtable, where we discussed many of the pressing issues changing our industry. We realize how difficult it can be to take a step back to evaluate how our industry is changing, so we’re grateful...

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