Delta Data Collaborates with ICI to Simplify Data Submission for Industry Study

COLUMBUS, Ga. and WASHINGTON, March 25, 2025 /PRNewswire/ -- Delta Data, a Terminus Capital Partners company and trusted leader in pooled asset processing for over 40 years, is proud to announce its partnership with the Investment Company Institute (ICI), the leading association representing asset management firms serving individual investors, to help asset management firms streamline their participation in ICI's Mutual Fund Transfer Agent Billing Trends and Practices Study.

For years, industry participants have faced challenges in gathering and submitting the necessary data for this extensive study, which provides vital insights into fee structures, asset management practices, and more. Delta Data has been collaborating closely with ICI's survey team to develop a tailored solution that simplifies the data extraction process for its surveys, reducing the significant time and effort traditionally required for firms to participate.

The in-depth collaboration with ICI and pilot clients involved Delta Data creating custom data queries in its Fee Management solution that align with the needs of the survey, making it easier for clients to extract the necessary data. These pre-built queries will significantly reduce the time spent by clients gathering the data, minimizing what has historically been a lengthy and resource-intensive effort.

"We are excited to support our clients in this significant industry study, which provides invaluable benchmarking data to help firms evaluate their fees and practices," said Cameron Routh, CEO of Delta Data. "This is an important step toward our goal of reducing the burden of data collection and empowering firms to leverage this data in their operations, enhancing both accuracy and efficiency."

ICI's study is essential for firms participating in the regulatory and financial sectors, and its results are used by independent directors and decision-makers to assess fee reasonability and market trends. Delta Data's streamlined process is designed to help firms minimize manual effort while ensuring reliable and timely data submissions. 

The study will officially open for registration in early April 2025, with data collection set to begin in September. With Delta Data's support, clients that participate will benefit from cleaner data that can also be leveraged for other internal uses, ultimately leading to improved operational efficiency.

"ICI is excited that Delta Data is developing this valuable service to increase data collection efficiency for ICI's Mutual Fund Transfer Agent Billing Trends and Practices Study. We look forward to seeing how Delta Data's solution may assist study participants with their respective data aggregation. We view this joint commitment to process automation as a positive development to create optimal efficiency for Delta Data's clients and ICI-study participants. The results will assist them in making sound business decisions for the shareholders they serve," said ICI Chief of Industry Operations Jeff Naylor.

Delta Data Media Contact:
Claudine Martin
SVP Marketing
[email protected]|
(508) 341-2123

Investment Company Institute Media Contact:
Melissa Barosy
Director of Public Affairs
[email protected]
(202) 997-5787

About Delta Data:

Delta Data delivers trusted technology solutions to the global investment fund industry, managing trillions in assets for top financial institutions across the U.S., Canada, Europe, and the Caribbean.

Our SaaS platforms—relied on by four of the top 10 U.S. banks, three of the top five U.S. retirement recordkeepers, and 23 of the top 25 U.S. asset managers—enable financial firms to stay compliant, reduce risk, and increase efficiency with powerful data management and streamlined automation. By optimizing operations and unlocking new efficiencies, our solutions help firms scale, adapt, and drive growth. Join industry leaders who trust our innovative solutions to power their success.

About the Investment Company Institute:

The Investment Company Institute (ICI) is the leading association representing the asset management industry in service of individual investors. ICI's members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in other jurisdictions. Its members manage $39.1 trillion invested in funds registered under the US Investment Company Act of 1940, serving more than 120 million investors. Members manage an additional $9.6 trillion in regulated fund assets managed outside the United States. ICI also represents its members in their capacity as investment advisers to collective investment trusts (CITs) and retail separately managed accounts (SMAs). ICI has offices in Washington DC, Brussels, and London.

About Terminus Capital Partners

Terminus Capital Partners is a growth-oriented, private equity firm focused on business software companies, founded in 2017 and based in Atlanta, GA. Differentiated by its industry expertise, sourcing engine, operations playbook, and buy-and-build methodology, Terminus strives to be the premier partner for capital providers, bankers, and management teams in the enterprise software sector.

SOURCE Delta Data