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  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...

  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...

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...

While mutual funds may still dominate the U.S. market, ETFs are gaining traction quickly. According to the 2019 Investment Company Institute Factbook, at the end of 2018, the U.S. domestic mutual funds market amounted to $17.7 trillion in total net assets. At the end of 2018, US domestic ETFs had $3.4 trillion in total net...

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