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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.
Events
Director Discussion Series - Open Forum
Minneapolis, MN
This event is a small, informal discussion forum for independent directors and CCOs.
Stewardship Grades and Parent Ratings: How Morningstar Evaluates Investment Firms
Forum Webinar Series
Morningstar has long maintained that investors have better experiences when they partner with strong stewards of capital. Morningstar’s comprehensive evaluation of asset-management firms includes an examination of each company’s Corporate Culture, Fund Board Quality, Fund Manager Incentives, Fees, and Regulatory History. Learn how Morningstar evaluates investment managers and hear about industry standards and best practices.
Money Market Fund Reform: What the Board Needs to Know
Forum Webinar Series
In July the Securities and Exchange Commission adopted amendments to its money market fund rules that will require institutional prime money market funds to use a variable net asset value instead of a stable $1.00 per share. The new rules will also allow the boards of all money market funds to impose liquidity fees and redemption gates to address the risk of runs. Joan Swirsky, a partner with Stradley Ronon, will explain the added obligations the new rule amendments will place on fund boards.
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Forum News Feed
Calls for Market Structure Review at House-Hosted Round Table
July 31, 2014
The leaders of several exchanges and trading firms recently expressed support for a review of market structure. Speaking at a roundtable hosted by Congressman Scott Garrett (chair of the Capital Markets Subcommittee of the House Financial Services Committee) Jeffrey Sprecher, the Chair of IntercontinentalExchange Inc.,… read more
Director of SEC’S Division of Investment Management Highlights Industry Outreach, Recent Guidance
July 30, 2014
The SEC’s Director of the Division of Investment Management, Norm Champ, recently spoke at the Insured Retirement Institute Government, Legal & Regulatory Conference. Champ emphasized the Division of Investment Management’s efforts at industry outreach and monitoring. He discussed the Division’s efforts to stay abreast of… read more
Treasury Secretary Encourages Enhanced Cybersecurity Efforts, Increased Information Sharing
July 29, 2014
In a recent speech, Treasury Secretary Jack Lew called on the financial sector to step up efforts on cybersecurity. Lew cited recent events such as the Target data breach and over 250 attacks aimed at overwhelming the systems of banks and credit unions to… read more