Board Update Content

The June 2021 Board Update captures the highlights of the Fund Directors Workshop, from Managing Director Tom Kim’s fireside chat with SEC Commissioner Hester Peirce to timely panels on the latest developments in the fund business and in environmental, social, and governance investing...

Message from the Managing Director A Conversation with ICI President and CEO Eric J. Pan Insights from Dean R. Sackett III, Chief Government Affairs Officer, and Kathleen L. Mellody, Senior Government Affairs Officer, Investment Company Institute Message from the Managing Director...

First Virtual Fund Directors Conference Draws Record Attendance Pre-Conference Panels and Peer Engagement Turbulent Times and Steadfast Mission: Kathie Barr Shareholders at the Heart of Every Decision: Tom Kim Message from Outgoing ICI President and CEO Paul Stevens Word from Dalia...

IDC News IDC Invites Directors to the First Virtual Fund Directors Conference Foundations for Fund Directors® Goes Live Online IDC Commends SEC’s Fair Valuation Framework and Recommends Modifications Regulatory News ESG-Related Developments at the SEC SEC Spring Regulatory Agenda...

IDC News Virtual Roundtables Underway ICYMI: Webinar on Proposed Fair Valuation Rule Regulatory and Legislative News SEC Extends Exemptive Relief from In-Person Fund Board Meeting Requirement SEC Staff Permits Funds to Opt In to State Control Share Acquisition Statutes DOL Issues...

IDC News A Message from Tom Kim About a New IDC Program: Virtual Roundtables Check Out IDC’s Webinar Recordings Online Regulatory and Legislative News Update on SEC COVID-19 Market Monitoring Group Initiatives SEC Staff Issues Additional FAQs on Reg BI and Form CRS ICI And ICI Mutual...

In the Spotlight COVID-19, Fund Board Meetings, Business Continuity Plans, and Other Considerations for Fund Boards IDC News IDC’s COVID-19 Response IDC and ICI Support SEC’s Auditor Independence Rule In Case You Missed It: Recent IDC Webinars Available Online Regulatory News SEC...

IDC News IDC’s Fund Directors Workshop Is Coming Soon IDC Supports Goals of the SEC’s Proxy Voting Advice Proposal Register Now for Foundations in Los Angeles IDC’s Next Webinar Topic: Securities Lending Legislative and Regulatory News Proposed Diverse Investment Advisers Act Expected...

IDC News IDC’s 2019 Annual Review Has Arrived! Time to Register: Foundations in Los Angeles Two Webinars Scheduled for February and March Five Industry Segment Calls in January and February Regulatory News SEC Reproposes Rule on Funds' Use of Derivatives SEC Proposes Amendments to...

IDC News A Message from Thomas Kim, IDC’s Managing Director IDC Comments on SEC’s Reproposed Derivatives Rule Regulatory and Legislative News SEC Proposes Fair Valuation Rule $2.2 Trillion Legislative Package Enacted in Response to COVID-19 Pandemic SEC Staff Grants Emergency No...