Key strategies for evaluating investment performance
Mutual fund directors/trustees today are finding their responsibilities, and potential liabilities, growing fast and furiously. The relentless nature of the revelations regarding compliance missteps is creating intense scrutiny of a wide range of fund-related activities.
This booklet by Board IQ summarizes the highlights of Board IQ's mutual fund directors roundtable held on April 27th in which Chip Voneiff, PricewaterhouseCoopers US investment management practice leader, was one of ten roundtable participants. It is intended to help mutual fund trustees make informed decisions as they evaluate fund investment performance and how it should be considered when evaluating the investment manager’s performance and contract renewal.
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