Dodge and Cox hires independent trustee from Stanford University

D&C board scoops up Stanford econ professor

Recruit hails from same institution as lead independent trustee

Marissa Capodanno 22 September, 2017
Cyber hack, data breach

Clayton addresses possibility of delayed disclosure to deter hacks

Stan Wilson 21 September, 2017
SEC, mutual fund industry regulator, mutual fund boards

The firm failed to recommend the cheapest possible shares to clients, the SEC said

Peter Rawlings 19 September, 2017
SEC, mutual fund industry regulator, mutual fund boards

The firm failed to recommend the cheapest possible shares to clients, the SEC said

Peter Rawlings 19 September, 2017

Senators keen on innovation but recognize the need for investor protection

Stan Wilson 14 September, 2017
Mutual fund regulation and governance

The agency is also working to develop a way to automatically scan company websites

Jason Bisnoff 14 September, 2017

Stocking a mutual fund’s liquidity toolbox

Liquidity rule oversight turns attention to operations

Marissa Capodanno 24 August, 2017
Fulcrum fees, mutual fund fee pressure

Active managers test fulcrum fees to level playing field

Structure allows investors to pay active-level fees only when fund beats benchmark

Peter Finnerty 20 July, 2017
Closet index funds, mutual fund governance

Closet index funds: a fund director’s guide

Macro industry changes have boards asking just how active their actively managed funds are

Marissa Capodanno 19 July, 2017

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