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  • Resources for Directors
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  • Index of Topics
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IDC Resources for Directors Portfolio Management Oversight

This section contains valuable information on how fund boards oversee portfolio management. For each topic below, you’ll find a high-level summary description, along with links to resources from IDC, ICI, and others. The summary descriptions and linked resources are intended to be starting points for directors interested in learning more and finding additional information.

  • Derivatives
  • Investment (Portfolio) Performance
  • Investment Risk Oversight
  • Liquidity
  • Proxy Voting
  • Securities Lending
  • Soft Dollars and Best Execution
  • Valuation

Quick Links

  • Fundamentals for Newer Directors
  • Overview of Fund Governance Practices, 1994–2016

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