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Whitepapers

Mutual Fund Data Management Whitepaper (for Distributors)

Our Mutual Fund Data Management Whitepaper is a thought piece authored by Whitfield Athey, CEO and Burton Keller, EVP, of Delta Data, that addresses the unique data elements and key functionality that should be considered when acquiring or building an enterprise data management system designed to accommodate the unique needs of pooled investments – with focus on mutal funds.

Click here and complete a simple form to download the whitepaper.

 

Burton Keller

L. Burton Keller was a principal founder of the company in 1985 and currently focuses on strategic initiatives for the company. Mr. Keller is a former member of the Bank, Trust and Retirement Advisory Committee of the Investment Company Institute. He has served on numerous committees and task force groups with the ICI over the last 17 years including Co-chair of the Dividend Distribution Task Force.

Distribution Oversight Whitepaper

Our Distribution Oversight Whitepaper is a thought piece authored by Whitfield Athey, CEO and Burton Keller, EVP, of Delta Data, that illustrates core principles to consider when designing, evaluating or upgrading an oversight program.

Please note that redistribution requires Delta Data’s written permission.

Click here and complete a simple form to download the whitepaper.

 

Whitfield Athey

Whitfield Athey is CEO of Delta Data Software. His role at Delta Data is focused on growth of the product base, satisfaction of clients and scalability of the organization.