Boards to get ‘first glimpses’ of liquidity programs this fall

Independent directors may not grant their approval until the last minute

Marissa Capodanno 20 July, 2018

OCIE found demonstrable best ex, disclosures and policies lacking in 1,500 recent exams

Stan Wilson 18 July, 2018

Safe harbor proposal could significantly limit available info on new and small funds, ICI says

Stan Wilson 17 July, 2018

Safe harbor proposal could significantly limit available info on new and small funds, ICI says

Stan Wilson 17 July, 2018

Ruling out irrelevant relationships could benefit board audit committees

Stan Wilson 13 July, 2018

Court upholds deference to fund board; Attention turns to Hartford appeal

Marissa Capodanno 13 July, 2018

Flexibility: Perk and pitfall of ETF proposal

Allowing advisers to get creative with custom baskets could introduce conflicts of interest

Marissa Capodanno 20 July, 2018

Judging a service provider RFP

Board oversight of vendor review puts contestants in the spotlight

Marissa Capodanno 22 June, 2018

Risk oversight is critical as tech evolves

Boards can ask key questions to help oversee implementation of new technology

Fund Directions 20 June, 2018

Directors weigh FAANG’s place in value portfolios; comparing ETFs with mutual funds; RFPs for service provider contracts

Marissa Capodanno 22 June, 2018

ETF, loan and research rule proposals keep boards busy, despite summer slump

Marissa Capodanno 20 July, 2018

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