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  • Resources for Directors
    • Column
          BY TOPIC
            • Fund Operations Oversight
            • Fund Types and Asset Classes
            • Governance Topics
            • Litigation and Regulatory Matters
            • Portfolio Management Oversight
            • Index of Topics
            • Glossary of Terms
          View all
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            • Comment Letters
            • Statements and Commentaries
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IDC Webinar banner

IDC Webinar: Board Oversight of Fund Performance Relative to Benchmarks and Peer Groups

March 28 • 2:00–3:00 p.m. (ET) • Virtual

This webinar featured a robust discussion with industry experts and helped both newer and more experienced directors to:

  • Appreciate the rationale for a benchmark selection and why a fund’s portfolio structure may differ from that of the benchmark
  • Understand the reasons why and under what circumstances a fund’s returns will differ from that of a benchmark or peer group
  • Assess the ways portfolio managers have added value through active management
  • Analyze the effect of benchmark modifications or rebalancing on a fund’s portfolio structure and characteristics
  • Measure a fund’s risk, volatility, and other characteristics relative to a benchmark

Featured Speakers

JON ZESCHIN
Independent Director
Matthews Asia Funds
JEFF KEIL
Principal
Keil Fiduciary Strategies LLC
TOM WALD
Chief Investment Officer
Transamerica Asset Management, Inc.

Materials

  • Archive recording
  • Slides (pdf)

This webinar was closed to the media and regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

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