Directors and Fund Governance Content

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IDC Urges SEC to Pursue a More Flexible Liquidity Risk Management Rule for Funds Washington, DC, January 13, 2015—The Independent Directors Council (IDC) supports the essential goal of the rule proposal by the Securities and Exchange Commission (SEC) to promote effective liquidity...

Fund Boards Engage in Strong Governance Practices Study by IDC and ICI Shows Boards Exceed Regulatory Mandates Washington, DC, October 27, 2015—Fund boards, as a group, follow strong governance practices to best serve the interests of fund shareholders, the Independent Directors...

Independent Directors Council Re-elects Paul Freeman as Chair; Jonathan Zeschin Named Vice Chair Five Independent Directors Join IDC’s Governing Council Washington, DC, October 8, 2015—The Governing Council of the Independent Directors Council (IDC) has re-elected Paul K. Freeman as...

No. 15-134 IN THE Supreme Court of the United States SCHWAB INVESTMENTS, ET AL., Petitioners, v. NORTHSTAR FINANCIAL ADVISORS, INC., ET AL., Respondents. On Petition for a Writ of Certiorari to the United States Court of Appeals for the Ninth Circuit BRIEF OF AMICI CURIAE INVESTMENT...

No. 11-17187 IN THE UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT NORTHSTAR FINANCIAL ADVISORS INC., on behalf of itself and all others similarly situated, Plaintiff-Appellant, v. SCHWAB INVESTMENTS; MARIANN BYERWALTER, DONALD F. DORWARD, WILLIAM A. HASLER, ROBERT G. HOLMES...

As Proxy Season Approaches, ICI and IDC Release New Report Designed to Assist Funds Washington, January 22, 2015—As funds prepare to vote proxies for their portfolio securities this spring, the Investment Company Institute (ICI) and the Independent Directors Council (IDC) have...

Independent Directors Council Names Paul Freeman as New Chair and Elects Five Governing Council Members Washington, DC, October 2, 2014 - The Governing Council of the Independent Directors Council (IDC) has elected Paul K. Freeman as its Chair. Freeman, who has served as IDC Vice...

IDC Statement on SEC Adoption of New Money Market Funds Requirements Washington, DC, July 23, 2014— Independent Directors Council (IDC) Managing Director Amy Lancellotta made the following statement today about the U.S. Securities and Exchange Commission’s final rules for money market...