Pooled Investment Industry Archives

Press ReleasesDelta Data Expands Pooled Asset Solutions with Acquisition of National Quality Review

August 23, 20230

Strategic Move Solidifies Delta Data’s Position as an Industry Leader of Comprehensive Pooled Asset Software Solutions Columbus, GA – August 23, 2023: Delta Data, a Terminus Capital Partners company and trusted provider of pooled asset and mutual fund software solutions, proudly announces its acquisition of National Quality Review (NQR), a recognized authority in delivering unbiased...

Delta Data BlogOpen Letter to the SEC: Please Stop the Swing Pricing Proposal

November 17, 20220

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...

Delta Data BlogICI Tech Summit – Top Takeaways

November 15, 20220

Top Takeaways from 2022 ICI Tech Summit Delta Data attended and exhibited at the inaugural Investment Company Institute (ICI) Tech Summit in Dallas, Texas November 8-9, 2022, which explored the current and emerging technologies across all aspects of asset management while providing an excellent opportunity to connect with clients and industry partners. The two-day conference...

Delta Data BlogDividend Calendar Tools Help Navigate Distribution Events

November 8, 20220

Dividend Calendar Tools Help Pooled Investment Industry Navigate Tsunami of December Distribution Events Dividend payouts can quickly snowball, creating a perfect storm of events that create opportunities for missed distribution events and make employee time allocation difficult, especially during December and the holiday season. For financial institutions facing this annual challenge, there are tools available...

Delta Data BlogThe Weight of Technical Debt on the Asset Management Industry

August 25, 20220

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...

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.

Mutual MinuteDelta Data’s Mutual Minute with Nasdaq: Transparency in Collective Investment Trusts

September 7, 20210

Bi-weekly conversations on important issues for the pooled investment industry.

Delta Data BlogThe Reality and Practice of Macroeconomic Forecasting for the Pooled Investment Industry

November 24, 20200

Steve Levitt Ph.D. (Freakonomics) and Whitfield Athey, CEO, Delta Data, discuss the changing role of the economist in financial forecasting during times of social, economic, and cultural turmoil.

HomeTagPooled Investment Industry

Press ReleasesDelta Data Expands Pooled Asset Solutions with Acquisition of National Quality Review

Delta Data BlogOpen Letter to the SEC: Please Stop the Swing Pricing Proposal

Delta Data BlogICI Tech Summit – Top Takeaways

Delta Data BlogDividend Calendar Tools Help Navigate Distribution Events

Delta Data BlogThe Weight of Technical Debt on the Asset Management Industry

WhitepapersMutual Fund Data Management Ebook

Mutual MinuteDelta Data’s Mutual Minute with Nasdaq: Transparency in Collective Investment Trusts

Delta Data BlogThe Reality and Practice of Macroeconomic Forecasting for the Pooled Investment Industry

September 14, 2023Challenges of Intermediary Oversight for Asset Managers

August 24, 2023Ignites: Delta Data Nabs Fund Analysis Firm

August 23, 2023Delta Data Expands Pooled Asset Solutions with Acquisition of National Quality Review

August 10, 2023Delta Data CEO: Automation is the Smart Solution

August 2, 2023What Does Intermediary Oversight Entail?

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