Sales and Asset Forecasting
Sales and Asset Forecasting


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

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

You will learn about the following:

  • 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


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