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  Funds are seeking a controlled approach to intermediary onboarding, workflows, and document storage where they can automate oversight processes and expand comprehensive reporting capabilities. In conjunction with Ignites, Delta Data sponsored a webcast on Modernizing Your Oversight Service Platform where Senior Vice President, Product, Colt Younger joined senior representatives from Charles Schwab and KPMG...

  While the asset management industry is constantly changing, one area that continues to be at the forefront is the importance of a modernized intermediary oversight program. In conjunction with Ignites, Delta Data sponsored a webcast on Modernizing Your Oversight Service Platform where Senior Vice President, Product, Colt Younger joined senior representatives from Charles Schwab...

  In a move that could signal what’s to come for traditional open-end funds, the Securities and Exchange Commission has removed the swing pricing proposal from the money market fund reforms package. The Commission stripped the proposal from the rules amendments it originally floated in late 2021, in the face of stiff industry opposition. Instead,...

  The Securities and Exchange Commission (SEC) has proposed two rules that would require swing pricing for different types of products. Swing pricing uses a “swing factor,” expressed as a percentage of the fund’s net asset value (NAV) and intended to represent an estimate of the transaction costs, to adjust the NAV per share. Funds...

  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,...

There is a saying that information is power, which is why big data has become such an important part of the financial world. That includes the mutual fund industry, where having access to real-time investment data can provide distributors with a major competitive advantage.  While having access to a tremendous amount of data is great...

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