IDC Quarterly Content

Dear Fund Board Community, In this edition of the IDC Quarterly Update, we will: showcase our best-in-class director orientation program, Foundations for Fund Directors®, highlight our recent small...

Worth a Look ETF Share Class Relief: An Overview for Independent Directors The SEC’s Private Markets Roundtable Upcoming IDC Events

Training the Next Generation of Independent Directors Earlier this month, we held the Foundations for Fund Directors ® orientation program at our office in Washington, DC. The comprehensive two-day...

SEC Proposal Would Broaden “Small Entity” Thresholds In March, IDC and ICI submitted comment letters in support of the SEC's proposal to modernize the definitions of “small business” and “small...

Deep Dive: Private Assets in Retail Products Independent directors from a broad range of fund groups came together on April 14 at IDC’s New York Regional Roundtable to discuss the growing trend of...

Insurance Considerations for Fund Independent Directors In collaboration with ICI Mutual, IDC has released a white paper delving into the ins and outs of the various core insurance products commonly...

Previewing the Fund Directors Workshop Coming up next week is the Fund Directors Workshop at the JW Marriott in Washington, DC. Held alongside ICI’s Leadership Summit, this three-day conference brings...

Past IDC Quarterly Issues October 2025

Welcome to the IDC Quarterly Update Newsletter! Dear Fund Board Community, We are excited to launch IDC’s Quarterly Update! Designed for independent directors as well as the ecosystem of professionals...

Tokenization and Blockchain Technologies—Implications for Board Oversight IDC hosted a roundtable in Boston on September 18 exploring the evolving regulatory frameworks for digital assets and...

Go deeper: IDC is leaning in on the implications of tokenization and distributed ledger technology on the asset management industry—and the oversight role of fund boards. Our recent webinar provides a...

Preparing for ETF Share Class Exemptive Relief As the industry prepares for the new dual share class structure, IDC released a primer on ETFs for independent directors. ICI also recently published a...

Independence as a Hallmark of Fund Boards IDC recently issued its 2025 Directors Practices Study (DPS) to participating fund complexes, covering the 12-month period ending on December 31, 2024...

A Preview of the IDC Fund Directors Conference We're excited to see many of you in Scottsdale, Arizona later this month for the 2025 IDC Fund Directors Conference. The IDC team, working closely with...

Access Our Recent Webinar Series—On Our New Website! The Independent Directors Council and Investment Company Institute have launched redesigned websites to provide you with an improved user...