sales and asset forecasting
pooled investment industry

Pooled Investment Industry Sales and Asset Forecasting: Moving from Manual to Automated Macro-Economic Driven Modeling

This webinar will take place on Wednesday, February 19, 2020, at 2:00 PM EST

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The pooled investment industry has had to rely on manually maintained Excel-based models to project distribution-related expenses, based on macro-economic models, for decades. This reliance on manually maintained models created inefficiencies, room for error, and distracted high-value personnel from their core competencies.

Join Delta Data and special guest Putnam Investments for an exploration into the impact of these issues for the industry and new approaches to remediating and enhancing forecasting efforts based on techniques utilizing enhanced macro-economic modeling.

During this exclusive webinar our speakers will discuss:

  • Moving from automated, Excel based environment to a standardized, flexible interface

  • Consolidating files for a single source of AUM and flow projections for revenue and expense projections

  • Modeling expense scenarios from multiple macro-economic inputs

    Speakers: 
    Paul Bosinger, Putnam Investments
    Julie Malloy, Putnam Investments
    Whitfield Athey, CEO Delta Data  

 

Delta Data
Delta Data provides the back-end solutions that companies in the mutual funds industry use to process billions of dollars of transactions and keep on top of their data. See more at  www.DeltaData.com