Top of the Agenda - Governance

Q&A: Women on mutual fund boards
It's Women's History Month and in honor of that, we gathered together independent mutual fund directors Janice Case from Thrivent Mutual Funds and Theresa Hamacher from Morningstar Funds and executive recruiter George Wilbanks to discuss women on fund boards. There are more women than ever serving in the country's mutual ...  >> CONTINUE READING <<<

 

 

Added Perspective

Trends in the Expenses and Fees of Funds, 2019
By Investment Company Institute
The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds—have declined substantially over a period of more than 20 years, according to a new research report from the Investment Company Institute. Trends in the Expenses and Fees of Funds, ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Regulatory

SEC extends no-action relief to money market funds
By Hillary Jackson
As money market funds grapple with the most significant securities markets disruptions since the 2008 financial crisis, the Securities and Exchange Commission has acted to make it easier for all types of fund sponsors to ensure liquidity and stability in their products. In a no-action letter issued to the Investment ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Regulatory

Funds update risk disclosure with coronavirus language
By Hillary Jackson
The novel coronavirus outbreak has spurred some mutual funds to update their risk disclosure by filing sticker supplements that expressly list COVID-19 as a potential risk to shareholders. The filings are coming from both exchange-traded and open-end mutual funds and are similar to those filed around other recent potentially disruptive ...  >> CONTINUE READING <<<

 

 


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A Seat at the Table
IDC's Kim aims to expand, improve membership

In his new role heading up Independent Directors Council, Thomas Kim plans to focus on the group's core mission while expanding its presence and influence. "As ...