SEC, mutual fund industry regulator, mutual fund boards

SEC to discuss liquidity rule deadline

Industry observers hope for delay to bucketing requirement

Stan Wilson 19 February, 2018

Process should ID, organize and utilize third-party data, risk management expert says

Jason Bisnoff 20 February, 2018

T. Rowe Price is making several upper management changes ahead

Noah Zuss 17 February, 2018

T. Rowe Price is making several upper management changes ahead

Noah Zuss 17 February, 2018

Non-transparent active ETF structure rated among most impactful issues

Yun Li 16 February, 2018

Cryptocurrency, FI order execution make OCIE list for first time

Peter Rawlings 15 February, 2018

SEC to take stab at fiduciary rule

Boards may see further shift in distribution oversight responsibilities

Marissa Capodanno 26 January, 2018

Retirement wave shifts succession planning into high gear

Directors at Goldman Sachs Funds, Columbia Funds detail their boards’ strategies for overcoming the surge of directors hitting retirement age, term limits

Marissa Capodanno 18 December, 2017

Closed call: The vote to convert to a closed-end fund

Inside Highland’s decision to close-end one of its funds

Marissa Capodanno 20 November, 2017

Mutual fund governance professionals were cautiously optimistic in the face of recent developments out of the Securities and Exchange Commission this month

Marissa Capodanno 26 January, 2018

A clear course forward is emerging for fund directors in 2018

Marissa Capodanno 18 December, 2017

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Seven specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers