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Board Oversight of Fund Performance

September 26, 2023 • 2:00–3:00 p.m. (ET) • Virtual

The Independent Directors Council invites you to participate in an insightful webinar on board oversight of fund performance.

 

Key Discussion Topics

  • Utilizing benchmarks and peer groups in fund performance assessment
  • Understanding performance expectations in different market environments
  • Evaluating trailing and rolling returns for more informed decision-making
Register Now

Speakers

Mary Martinez
MARY MARTINEZ, Moderator
Independent Director
JP Morgan Funds and ETFs
Peter Batchelar
PETER BATCHELAR
Senior Vice President, Product Management
Virtus Investment Partners
Jeff Tjornehoj
JEFF TJORNEHOJ
Senior Director of Fund Insights
Broadridge Financial Solutions

Cost

Independent directors/trustees Free
Members Free
Nonmembers $75

 

This webinar is closed to the media and regulators.

Unable to attend live? All registrants will receive a link to the recording.

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

See you on Tuesday, September 26!

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