Resources

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Paper

Report on Funds’ Use of Proxy Advisory Firms (pdf)

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Independent Directors Liability (IDL) Insurance (pdf)

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Mutual Fund D&O/E&O Insurance (pdf)

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Mutual Fund Prospectus Liability (pdf)

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Investment Performance Oversight by Fund Boards (pdf)

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Considerations for Board Composition: From Recruitment Through Retirement (pdf)

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Money Market Mutual Funds: The Case Against Floating the Net Asset Value (Blackrock, pdf)

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Board Oversight of Subadvisers (pdf)

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Board Oversight of Fund Compliance (pdf)