IDC Webinar: Board Oversight of Fund Performance Relative to Benchmarks and Peer Groups

This webinar featured a robust discussion with industry experts and helped both newer and more experienced directors to:

• Appreciate the rationale for a benchmark selection and why a fund’s portfolio structure may differ from that of the benchmark
• Understand the reasons why and under what circumstances a fund’s returns will differ from that of a benchmark or peer group
• Assess the ways portfolio managers have added value through active management
• Analyze the effect of benchmark modifications or rebalancing on a fund’s portfolio structure and characteristics
• Measure a fund’s risk, volatility, and other characteristics relative to a benchmark

Materials

• Archive recording
• Slides (pdf)

This webinar was closed to the media and regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.