MFDF Publishes Article on Fund Performance Oversight

On January 13, MFDF Senior Counsel Dianne Descoteaux published a Fund Directions article titled, “Performance Oversight Analysis: Looking Beyond the Peer Group,” which provides an overview of ways that fund directors can effectively assess fund performance. The article provides a sample list of considerations for fund directors in conducting an in-depth assessment of fund underperformance, as well as outperformance, that extends beyond a review of attribution analysis.  The article notes that directors that develop a disciplined approach to fund performance analysis are best positioned to leverage their expertise, add value for fund shareholders, and enhance their level of oversight.

Click here to view a PDF version of the Fund Directions article.