Joe Killoran - Investor Advocate (A)
An investor advocate is faced with a dilemma over his shareholder proposals to the IRR Group mutual fund company. His proposals aimed to improve disclosure issues by the company and its mutual fund management practice to its mutual fund unitholders. At first, he focused on the governing bodies of the mutual fund industry to improve regulation but now was taking a bottom up approach and trying for change at the shareholder level. This case illustrates the controversial areas of corporate governance, investor activism, shareholder rights and corporate conflicts of interest in the Canadian mutual fund industry.
Finance and Insurance
Canada, Large, 1997
$5.30 CAD / $5.00 USD Printed Copy
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