IDC Publications

White Papers

More
White Paper

Mutual Fund Share Class Conversions: A Matrix of Possibilities (pdf)

More
White Paper

Estimating Omnibus Account Dividend and Capital Gains Disbursements (pdf)

More
White Paper

The Myth of Under-Annuitization: Managing Income and Assets in Retirement (pdf)

More
White Paper

Recommendations Regarding the Availability of Closed-End Fund Takeover Defenses (pdf)

More
White Paper

Analysis of Fund Proxy Campaigns: 2012 Through 2019 (pdf)

More
White Paper

Overview of Fund Governance Practices, 1994–2018 (pdf)

More
White Paper

Interval Funds: Operational Challenges and the Industry’s Way Forward (pdf)

More
White Paper

Operational Process Flows and Considerations Related to Dealer/Custodian Resignations (pdf)

More
White Paper

Breaching the Debt Limit: Operational Considerations (pdf)