Product rationalization has been at the forefront of the mutual fund industry over the last few years. As a result, share class “churn,” which ramped up starting in 2016, is on pace to continue as managers add and replace share classes that better fit the current consumer demand. Read more
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.