Posts Tagged: portfolio oversight

If you are responsible for portfolio oversight, whether you are an ACD or Board Director, it is absolutely critical to understand how the fund is structured, how the fund is performing, what the fund manager is doing, and to monitor the fund continually. The Board of Directors or the ACD has the regulatory responsibility for the fund. At the end of the day it is about investor protection, so the ACD has to understand, in full, what is going on within the fund. Read more…

Recent high profile cases in the press are highlighting the lack of oversight of funds within the investment community. Today there is an increased demand for transparency from regulators and clients. Demands for the net asset value (NAV) of a fund to be instantly made available or for stress tests to be run are ever more prevalent, so in 2013, it is imperative that effective oversight can be demonstrated.
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