Collective Investment Trusts may seem similar to mutual funds, but they are inherently different in many important respects. While mutual funds allow a broad spectrum of account holders to trade in their funds; (retail, qualified, and non-qualified retirement plans, charitable organizations, trusts, etc.), CITs are only open to qualified retirement plans. While CITs are giving...
Whitfield Athey joined Gauri Sharma, VP Professional Certifications – ABA, in an exclusive podcast to discuss account transfers. In this video, you will learn the answers to the following questions: What have been the barriers to adopting automated processes in the past? What are the forces which are driving this need for transparency? If the...
Whitfield Athey, CEO and technology architect for Delta Data, joined NICSA during a pop-up session to discuss International Dealer Oversight. In this video, you will learn the following: Not only can you run your domestic oversight program in our platform, but now standardize your International Oversight program as well. Create your questionnaire Send out to...
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.
Delta Data and a panel of industry experts take a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies. View the full webinar here:
Stripping the Labels – companies are moving boldly into digitization Four seasoned members of the asset management community shared a common battle cry at the 2020 NICSA GMM panel “Stripping the Labels”: the COVID WFH scenario has turned digitization from a backroom discussion to a boardroom imperative. Whitfield Athey, CEO of Delta Data joined...
Work from Home and the Changing Perception of Wall Street In our last post, we shared highlights from our annual 2020 roundtable. Make sure to check that out if you missed it. The final discussion involved business process execution in the age of dislocation and focused specifically on the current work from home scenario. Delta...
Oversight Management Delta Data’s fifth annual industry roundtable, our first large scale virtual event, brought together an assemblage of over 60 asset managers including five of the top 10 largest mutual funds complexes in the United States for a candid conversation on the current state of mutual fund management and operations in the context of...
Over the years, we have all planned for the things that go bump in the night that might interrupt our daily business functions or our ability to deliver a service. Plans range from the foreseeable, a server crashing, to the not so foreseeable, a worldwide pandemic that has us all sequestered in our homes.
Many small business owners wading through the application form for the Paycheck Protection Program (PPP) are finding shallow waters when they’re digging for any fine print to explain whether or not they qualify, and what with, and for how much. My real-world engagement with the process, as a CPA with 41 years of experience, finds...
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