IDC Webinar: Core Responsibilities of Fund Directors - Session 3: Investment Performance Oversight

IDC is pleased to present a multipart educational webinar series covering the fundamental responsibilities of fund directors. Newer directors interested in a review of their essential role and responsibilities as well as experienced directors looking for a refresher on these matters can benefit from participating. Directors may participate in one or all of the sessions.

The third session, Investment Performance Oversight, was held on June 4, 2014. A description of the full series is available. 

Materials

• Archive Recording
• Slides (pdf)

Session 3: Investment Performance Oversight

• Governance structure and processes
• Understanding fund-specific characteristics and expectations
• Performance oversight processes of advisers
• Practices for addressing underperforming funds

Featured Speakers

Julie Allecta, Moderator
Independent Director
Forward Funds

Jane Freeman
Independent Director
Harding Loevner Funds

Norman Mains
Managing Director, Chief Administrative and Risk Officer
Forward Management LLC

Christopher E. Palmer
Partner
Goodwin Procter LLP

This webinar was closed to the media.