Derivatives

Derivatives—broadly defined as financial instruments whose value is derived from a separate asset or metric—have become an integral tool in modern financial management. Many fund advisers integrate derivatives into their funds’ portfolios.

Fund boards oversee investments in derivatives as part of their general oversight of portfolio management. While derivatives are similar in some ways to other portfolio holdings, their unique benefits, risks, and resource requirements may warrant additional attention from boards.

Webinars

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Webinar

IDC Webinar: Deeper Dive: Derivatives - Session 2: Fund Operations and Regulatory Considerations

July 2015
Virtual
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Webinar

IDC Webinar: Deeper Dive: Derivatives - Session 1: Implementing Investment Strategies

June 2015
Virtual
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Webinar

IDC Webinar: Board Oversight of Alternative Investment Funds

March 2013
Virtual

Third Party Resources

Below are links to additional resources created, published, and maintained by other organizations. They are merely a sample of additional resources for fund directors. IDC does not control, cannot guarantee, and is not responsible for their accuracy, timeliness, or continued availability. These links are provided solely as a service to fund directors and should not be construed as indicating in any way that IDC endorses either the content provided or the third-party providers of any such content.

Securities and Exchange Commission: Investor Bulletin: An Introduction to Options

Regulatory Matters

Date:
March 1 - 2, 2022
Location:
Virtual
Time:
11:00 AM EST
Foundations

Foundations for Fund Directors®

Date:
May 3, 2022
Location:
Virtual
Time:
3:00 PM EDT
Webinar

IDC Webinar: Litigation and Enforcement Update: What Fund Directors Need to Know

Date:
February 24, 2022
Location:
Virtual
Time:
3:00 PM EST
Webinar

IDC Webinar: Fund Board Perspective: Implementation of the Valuation Rule