IDC Publications White Papers
- ICI Mutual: Shareholder Litigation in the Fund Industry: A Guide for Investment Advisers and Fund Independent Directors (pdf)
- Overview of Fund Governance Practices, 1994-2016 (pdf)
Oct 11, 2017
- Fund Governance: A Successful, Evolving Model (pdf)
Jun 29, 2016
- SEC Valuation and Liquidity Guidance for Registered Investment Companies, Volume I (pdf)
Jul 14, 2015
- SEC Valuation and Liquidity Guidance for Registered Investment Companies, Volume II (pdf)
Jul 14, 2015
- Report on Funds’ Use of Proxy Advisory Firms (pdf)
Jan 22, 2015
- Investment Performance Oversight by Fund Boards (pdf)
Oct 21, 2013
- Considerations for Board Composition: From Recruitment Through Retirement (pdf)
Oct 16, 2013
- Board Oversight of Exchange-Traded Funds
Oct 18, 2012
- Audit Committee Annual Evaluation of the External Auditor (pdf)
Oct 15, 2012
- Fund Board Oversight of Risk Management (pdf)
Sep 30, 2011
- Disclosure of the Role of the Board in Risk Oversight: Samples of Fund SAI Disclosure (pdf)
Oct 4, 2010
- Board Oversight of Target Retirement Date Funds
Apr 28, 2010
- Board Oversight of Subadvisers (pdf)
Jan 28, 2010
- Navigating Intermediary Relationships (pdf)
Sep 30, 2009
- Board Oversight of Fund Compliance (pdf)
Sep 10, 2009
- Compendium of IDC Publications (pdf)
May 27, 2009
- Board Oversight of Derivatives (pdf)
Jul 24, 2008
- Oversight of Fund Proxy Voting (pdf)
Jul 10, 2008
- Board Oversight of Certain Service Providers (pdf)
Jun 11, 2007
- ICI Mutual: Independent Director Litigation Risk: A Practical Guide (pdf)
Nov 15, 2006
- Board Consideration of Fund Mergers (pdf)
Jun 30, 2006
- Fair Valuation Series: The Role of the Board (pdf)
Jan 26, 2006
- Fair Valuation Series: An Introduction to Fair Valuation (pdf)
Jun 10, 2005
- Director Oversight of Multiple Funds (pdf)
May 5, 2005
- Board Self-Assessments: Seeking to Improve Mutual Fund Board Effectiveness (pdf)
Feb 14, 2005
- Implementing the Independent Chairperson Requirement (pdf)
Jan 18, 2005
- A Summary of the Report of the Advisory Group on Best Practices for Fund Directors
Jun 30, 1999
- Report of the Advisory Group on Best Practices for Fund Directors (pdf)
Jun 24, 1999
