This webinar featured a robust discussion with industry experts and helped both newer and more experienced directors to: Appreciate the rationale for a benchmark selection and why a fund’s portfolio structure may differ from that of the benchmark Understand the reasons why and under...
Participants were able to gain insights into the results of Deloitte's 16th annual Fair Valuation Pricing Survey and learn how valuation processes compare with those of other fund groups. Paul Kraft, a Deloitte partner and US mutual fund and investment adviser practice leader, led a...
The 2018 midterm elections ushered in a new era of Democratic control in the House of Representatives and continued Republican control of the Senate. Dean Sackett, ICI’s chief government affairs officer, discussed the outlook for the 116th Congress and the implications for financial...
In this two-part series, industry experts explore the role of insurance as a risk transfer and risk management mechanism for funds and directors. Part I addressed insurance basics, including: The interplay between indemnification and insurance Different insurance products (e.g., D&O/E...
Fall Highlights from ICI’s Broker/Dealer and Bank, Trust, and Retirement Advisory Committees On Thursday, November 29, participants had the opportunity to participate in ICI’s ongoing webinar series focused on recent activities of ICI’s Broker/Dealer and Bank, Trust, and Retirement...
