Board Oversight of Fair Valuation: Current Practices and Themes
May 22, 2017
A core responsibility of fund boards is oversight of valuation. Though the fundamental responsibility is constant, the practices boards follow to fulfill this responsibility continue to evolve. The webinar discussed current valuation topics, such as the use of pricing vendors and the relationship between liquidity and valuation, and practices and trends, including those highlighted in a recent fair valuation pricing survey.
The webinar covered the following:
- Oversight of pricing vendors
- Intersection of valuation and liquidity
- Business continuity considerations
- Board practices, including the use of committees
Eaton Vance Funds
US Mutual Fund and Investment Adviser Practice Leader
Deloitte & Touche LLP
- Elizabeth Reza
Ropes & Gray, LLP
This webinar was closed to regulators and the media.