Added Perspective

Online resource of governance-related white papers, research, special reports and other material.

Diversity and Investment: A Summary of the Research

By Theresa Hamacher, for Investment Adviser Association

Obfuscation in Mutual Funds

By Ed deHaan, Yang Song, Chloe Xie, and Christina Zhu

Morningstar Funds' Hamacher in op-ed: Boards need term limits

Claims Trends: A Review of Claims Activity in the Mutual Fund Industry (January 2021–March 2022)

By ICI Mutual

PwC 2021 Mutual Fund Directors Governance Survey

Women on Boards: Progress Report 2021

By Christina Milhomem, MSCI


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Top of the Agenda - Compensation
IDC: Directors see modest pay increase in 2021

Independent mutual fund director compensation levels increased in 2021, though the year-on-year change was significantly lower than in 2020, according to new data obtained by Fund Board ...