IDC Publications White Papers
- Fund Governance: A Successful, Evolving Model (pdf)
Wed Jun 29 00:00:00 EDT 2016
- Overview of Fund Governance Practices, 1994-2014 (pdf)
Tue Oct 27 00:00:00 EDT 2015
- SEC Valuation and Liquidity Guidance for Registered Investment Companies, Volume I (pdf)
Tue Jul 14 00:00:00 EDT 2015
- SEC Valuation and Liquidity Guidance for Registered Investment Companies, Volume II (pdf)
Tue Jul 14 00:00:00 EDT 2015
- Report on Funds’ Use of Proxy Advisory Firms (pdf)
Thu Jan 22 00:00:00 EST 2015
- Investment Performance Oversight by Fund Boards (pdf)
Mon Oct 21 00:00:00 EDT 2013
- Considerations for Board Composition: From Recruitment Through Retirement (pdf)
Wed Oct 16 00:00:00 EDT 2013
- Overview of Fund Governance Practices, 1994-2012 (pdf)
Mon Sep 30 00:00:00 EDT 2013
- Board Oversight of Exchange-Traded Funds
Thu Oct 18 00:00:00 EDT 2012
- Audit Committee Annual Evaluation of the External Auditor (pdf)
Mon Oct 15 00:00:00 EDT 2012
- Fund Board Oversight of Risk Management (pdf)
Fri Sep 30 00:00:00 EDT 2011
- Disclosure of the Role of the Board in Risk Oversight: Samples of Fund SAI Disclosure (pdf)
Mon Oct 04 00:00:00 EDT 2010
- Board Oversight of Target Retirement Date Funds
Wed Apr 28 00:00:00 EDT 2010
- Board Oversight of Subadvisers (pdf)
Thu Jan 28 00:00:00 EST 2010
- Navigating Intermediary Relationships (pdf)
Wed Sep 30 00:00:00 EDT 2009
- Board Oversight of Fund Compliance (pdf)
Thu Sep 10 00:00:00 EDT 2009
- Compendium of IDC Publications (pdf)
Wed May 27 00:00:00 EDT 2009
- Board Oversight of Derivatives (pdf)
Thu Jul 24 00:00:00 EDT 2008
- Oversight of Fund Proxy Voting (pdf)
Thu Jul 10 00:00:00 EDT 2008
- Board Oversight of Certain Service Providers (pdf)
Mon Jun 11 00:00:00 EDT 2007
- ICI Mutual: Independent Director Litigation Risk: A Practical Guide (pdf)
Wed Nov 15 00:00:00 EST 2006
- Board Consideration of Fund Mergers (pdf)
Fri Jun 30 00:00:00 EDT 2006
- Fair Valuation Series: The Role of the Board (pdf)
Thu Jan 26 00:00:00 EST 2006
- Fair Valuation Series: An Introduction to Fair Valuation (pdf)
Fri Jun 10 00:00:00 EDT 2005
- Director Oversight of Multiple Funds (pdf)
Thu May 05 00:00:00 EDT 2005
- Board Self-Assessments: Seeking to Improve Mutual Fund Board Effectiveness (pdf)
Mon Feb 14 00:00:00 EST 2005
- Implementing the Independent Chairperson Requirement (pdf)
Tue Jan 18 00:00:00 EST 2005
- A Summary of the Report of the Advisory Group on Best Practices for Fund Directors
Wed Jun 30 00:00:00 EDT 1999
- Report of the Advisory Group on Best Practices for Fund Directors (pdf)
Thu Jun 24 00:00:00 EDT 1999
