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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...

Technology increasingly influences everyday life and business operations. It is always evolving, creating more efficient processes, offering new capabilities, and opening doors to new ways to fundamentally do business. The additional future costs and loss of flexibility that a company sustains resulting from a depreciating system architecture is known as technical debt, or tech debt. Impact of...

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.

The investment management industry has seen several key changes in the past few years, with one of the most notable trends being regulator-driven changes in the mutual funds industry. Some of the significant shakeups that have sent firms scrambling have been the SEC modernization rules and the liquidity risk management program. These regulatory changes and...

Delta Data has hosted a CIT forum for several years and charted the growth of the industry as it has accelerated in relation to mutual funds, most recently at our annual event, Activate 2020. We selected the name because we felt it was time to formally identify and have a concerted industry dialogue concerning the...

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...

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