Donaldson arrives at SEC with new approach on fund regulation

Author: | Published: 1 Mar 2003

After months of upheaval at the Securities and Exchange Commission (SEC), William Donaldson was finally appointed chairman on February 18, becoming the 27th holder of the post. One of Donaldson's first tasks will be to address the growing level of concern about the investment management industry, which controls $21 trillion in assets, including $6.6 trillion in mutual funds.

In an atmosphere where US investors and politicians are questioning many aspects of corporate culture and the financial markets, there are fears over fund fraud, the increasing retail-availability of hedge funds and the potential conflicts for mutual funds managers that also operate hedge funds.

Donaldson's predecessor, Harvey Pitt, got the ball rolling, with SEC staff having been involved in discussions with fund managers about their practices since last summer. The SEC has already responded to concerns over mutual funds by ordering them to disclose how they cast proxy votes. Donaldson himself has already expressed an interest...