Morningstar 2014 Stewardship Survey - brev.is/HRG8 Apr 17, 2014

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The Mutual Fund Directors Forum is a nonprofit membership organization for investment company directors. MFDF promotes vigilant, dedicated, and well-informed independent directors and serves as their voice and advocate on important policy matters.

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Events

Apr
29

Director Discussion Series - Open Forum

Boston, MA

This event is a small, informal discussion forum for independent directors and CCOs.

Apr
30

Assessing Advisor Profitability: A Tricky Call for Independent Directors

Forum Webinar Series

This webinar will be broadcast live from 2:00 to 3:00 Eastern time on Wednesday, April 30, 2014.

May
01

Director Discussion Series - Open Forum

Philadelphia, PA

This event is a small, informal discussion forum for independent directors and CCOs.

MORE EVENTS
Director Discussion Series - Boston
Assessing Advisor Profitability: A Tricky Call for Independent Directors
Director Discussion Series - Philadelphia
Fund Director Compensation: The MPI Annual Survey
Director Discussion Series - Kansas City

Forum News Feed

ICI Letter Opposes SIFI Designation for Funds

April 17, 2014

The ICI recently submitted comments to the Financial Stability Board (FSB) on its proposed assessment methodologies for identifying non-bank non-insurer global SIFIs, specifically opposing the possible designation of individual funds as global SIFIs.  The letter states that regulatory efforts reflect the inclination, on… read more

Division Priorities 2014

April 16, 2014

In a recent speech, the SEC’s Deputy Director of the Division of Investment Management, David Grim, outlined the Division’s progress on several key issues.  The areas discussed were as follows: Target Date Funds:  In 2010 the SEC had issued a rule proposal that would… read more

Report on Corporate Succession Planning Finds Companies Aren’t Doing Enough

April 15, 2014

David Larcker, a professor at the Graduate School of Business at Stanford University, and Scott Saslow, the founder and CEO of the Institute of Executive Development published a report looking at corporate succession planning.  The paper reports the results of interviews with executives and… read more

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