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Fee Litigation

VA Law Professors Examine Fund Fee Litigation

June 08, 2011

Quinn Curtis and John Morley, professors at the University of Virginia School of Law, have issued a paper entitled, "An Empirical Study of Mutual Fund Excessive Fee Litigation: Do the Merits Matter?" which presents the first comprehensive empirical study of mutual fund excessive fee… read more

Webinar Replay: K&L Gates - SEC Focus on Mutual Fund Fees

February 11, 2011

If you missed K&L Gates' February 3rd webinar, SEC’s Focus on Mutual Funds Fees Pushes Directors toward Year-Round Diligence, the firm has made available a replay of the discussion.  The webinar featured some very interesting dicussions, focusing on some areas affecting fund directors, including:  Advisory and… read more

K&L Gates Webinar: SEC’s Focus on Mutual Funds Fees

January 06, 2011

Recently, the SEC's Division of Investment Management announced that its new Asset Management Unit will focus on some areas affecting fund directors, including:  Advisory and other Service Fees - The SEC is clearly looking closely at the 15(c) process. As noted in SEC Enforcement Chief Khuzami's… read more

SEC Files “Friend of the Court” Brief in Janus Case

November 18, 2010

As expected, the Securities and Exchange Commission has filed an amicus ("friend of the court") brief with the U.S. Supreme Court in the Janus Capital Group v. First Derivative Traders case.   The Janus case is a class action law suit against Janus Capital Group and Janus… read more

Forum Responds to WSJ Opinion Piece

May 11, 2010

Recently, the Wall Street Journal published an article titled, "The Unseen Figures of Your Funds."  The article states that critics are asking how "effectively fund directors are fulfilling their duties, given their frequently close ties to the management companies, the dozens of funds—hundreds, in a… read more