Five Steps to Prepare for Mutual Fund Dividend Season For banks, record keepers, broker dealers, insurance companies, and financial professionals in the pooled investment fund industry, the periodic distribution events in December, as well as those scheduled through the rest of the year, can make for an overwhelming process to track. As we previously discussed,...
Open Letter to the SEC: Please Stop the Swing Pricing Proposal By Burton Keller, Advisor Emeritus, Delta Data Oh, how we “strain after gnats, and swallow the camel.” Swing pricing…again. Let us just take a moment and go back in time. Remember in 2016, when the SEC amended Rule 22c-1 (effective November 2018) to allow...
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...
WhitepapersMutual Fund Data Management Ebook
August 8, 20220
Delta Data’s Mutual Fund Data Management solutions accommodates the unique data elements and key functionality needs of pooled investments. Download the Mutual Fund Data Management ebook for a detailed look at the vast data requirements for maintaining a mutual fund on a distribution platform.
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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