MFDF Enhances the Governance of Mutual Funds

The Mutual Fund Directors Forum is an independent, non-profit organization that serves independent directors of mutual funds and other U.S. registered investment companies.  The Forum seeks to enhance fund governance by building a strong community among independent directors through educational and networking opportunities and by providing directors with a strong voice in the key policy debates impacting directors’ effectiveness and the future of the fund industry.

MFDF Enhances the Governance of Mutual Funds | MFDF

Upcoming Events

Full calendar

  • Stuart February 7, 2023

    Director Discussion Series - Open Forum (Stuart, FL)

    The Forum will host an in-person Director Discussion Series lunch in Stuart, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at The Elliott Museum in Stuart, FL.

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  • March 1, 2023

    Fund Industry Claims Trends: An Insurer’s Perspective

    Join Julie Ulstrup and Daniel Steiner from ICI Mutual as they provide an overview of the fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).

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  • Washington March 9, 2023

    2023 Fund Governance & Regulatory Insights Conference

    The Forum's annual FGRI Conference will bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 9, 2023 and conclude at 12 pm on March 10, 2023.

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City Background | MFDF

Board Doc: What is an appropriate timeline for recruiting a new director?

The MFDF’s Board Doc is an occasional feature of the Daily News Feed that features questions from our readers. The answers and commentary provided in our responses do not constitute legal advice and should not be treated as such. Please consult with your independent counsel on questions of compliance with the securities laws and director fiduciary duties. If you would like the Board Doc to consider your questions, please e-mail BoardDoc@mfdf.org

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MFDF Webinar Archive: Observations from SEC Examinations of RICs

On March 1, the panel reviewed the recent risk alert issued by the SEC on October 26, 2021 entitled “Observations from Examinations in the Registered Investment Company Initiatives” identifying topics of interest and concern for boards of directors, outside counsel, internal legal staff, and compliance officers. Forum members can view the replay of the webinar archives by logging in to MFDF's website and clicking on the link below.

Watch Replay