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...
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...
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.
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