Position Papers

• Commission Guidance Regarding the Duties and Responsibilities of Investment Company Boards of Directors with Respect to Investment Adviser Portfolio Trading Practices, October 1, 2008
• Guide to Commission Sharing Arrangements (CSAs) in the UK and Client Commission Arrangements (CCAs) in the US, June 13, 2007
• Letter to Chairman Donaldson Regarding Discriminatory Payment Practices for Independent Research, April 22, 2005
• Letter to Chairman Donaldson Describing Survey Results Showing Soft Dollar Chill, September 3, 2004
• Survey of Investorside Members Experiencing Industry Chill , September 3, 2004
• Investorside response to the Mutual Fund Directors Forum Report on Best Practices and Practical Guidance for Mutual Fund Directors, August 11, 2004
• Soft Dollar Solutions, February 18, 2004
• Why Not Hard Dollars, February 18, 2004
• Repeal of Section 28 (e) Would De-Fund the Independent Research Industry, November 13, 2003
• An Investor-Oriented Vision for Independent Research, June 27, 2003
• How Anti-Competitive Regulation and Practices Keep Investment Research Conflicted, June 27, 2003
• Essentials of a Permanent Solution to Misleading Investment Research, June 27, 2003
• Investorside's Recommendations to SEC and Congress on Soft Dollars, June 2, 2003
• Investorside Backgrounder, July 24, 2002
• Investorside Members' Code of Ethics, June 24, 2002