Webinar for Fund Directors: Investment Performance Oversight
IDC is pleased to present a multipart educational webinar series covering the fundamental responsibilities of fund directors. Newer directors interested in a review of their essential role and responsibilities as well as experienced directors looking for a refresher on these matters can benefit from participating. Directors may participate in one or all of the sessions.
The third session, Investment Performance Oversight, was held on June 4. An archive of the first two sessions, Fundamentals of Fund Director Oversight and Investment Advisory Contract Approval, is available on the IDC website. A description of the full series is also available. Stay tuned for details about the schedule for the remaining sessions.
SESSION 3: Investment Performance Oversight
- Governance structure and processes
- Understanding fund-specific characteristics and expectations
- Performance oversight processes of advisers
- Practices for addressing underperforming funds
- Julie Allecta, Moderator
- Jane Freeman
Harding Loevner Funds
- Norman Mains
Managing Director, Chief Administrative and Risk Officer
Forward Management LLC
- Christopher E. Palmer
Goodwin Procter LLP
This webinar was closed to the media.