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Fund Boards—Fulfilling their Promise to Shareholders

Fund Boards—Fulfilling their Promise to Shareholders Amy B.R. Lancellotta Managing Director, Independent Directors Council January 24, 2014 Welcoming Remarks at the ’40 Act Valuation Roundtable Los Angeles, CA As prepared for delivery. Thank you for inviting me to participate in today...
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Column Makes the Same Mistakes as OFR

In recent months, both the U.S. Treasury Department's Office of Financial Research (OFR) and international regulators such as the Financial Stability Board (FSB) have examined whether asset managers pose risks to financial stability. One report is deeply flawed; the other offers a...

2024 Investment Company Fact Book


Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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