Core Responsibilities of Fund Directors

IDC’s Core Responsibilities of Fund Directors will help you get up to speed on the key duties and responsibilities of fund directors and practices for fulfilling them.

  • Hear from experts on director independence, board composition, and board governance practices.
  • Learn about the board’s regulatory responsibilities, including investment advisory contract approval, and oversight of valuation and fund disclosure.
  • Explore board oversight of other fund matters, such as investment management and performance, and risk management. 

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Core Modules

Module I: Introduction to Fund Boards: Get a high-level overview of board responsibilities, director independence, fiduciary duties, the differences between fund boards and operating company boards, and fund governance structures.

Module II: Board Governance Practices: Dive into the details of board committees, governance rules for fund boards, director compensation, indemnification, and insurance.

Module III: Board Oversight Responsibilities: Investment Performance, Advisory Contracts, and Distribution Arrangements: Learn about board oversight of investment management and performance, advisory contract renewal, and distribution arrangements.

Module IV: Board Oversight Responsibilities: Compliance and Risk Management, Valuation, Liquidity and More: Explore important discussions on the role of compliance programs and chief compliance officers, risk management, valuation, liquidity, affiliated transactions, codes of ethics, disclosure, best execution and soft dollars, and proxy voting.

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Core Responsibilities of Fund Directors is free for IDC members, with a cost for ICI members and nonmembers.

IDC Member Free
ICI Member $50
Nonmember $100

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For More Information

For questions on the Core Responsibilities of Fund Directors program, please contact Nicole Baker.