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.

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MFDF Enhances the Governance of Mutual Funds | MFDF

Educational Events

Upcoming programs, including webinars, single day in-person seminars, multi-day conferences, and informal networking discussions.

Forum Insights

Latest news, Practical Guidance white papers, SEC comment letters, and other viewpoints.

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MFDF membership offers independent fund directors tools to strengthen the governance of funds and information essential to fulfilling their fiduciary duties. 

April 18, 2024 Highlights of SEC Speaks 2024

Among the highlights of the sessions, Chair Gensler offered a historical overview of securities laws and discussed the importance of clearinghouses and best execution duties. Commissioner Peirce offered several suggestions to increase public engagement with the SEC, and Commissioner Uyeda reviewed weaknesses in the SEC’s recent climate rule.
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April 17, 2024 Dimon’s Annual Letter Highlights Challenges for Asset Management

In his annual letter to JP Morgan Chase & Co. shareholders, Chairman & CEO Jamie Dimon warned of several issues impacting the asset management industry and JP Morgan itself. Dimon noted that many asset managers have stewardship experts that review proxies, “the reality is that many of these committees default large portions of what they do to proxy advisors and, more troubling, make it harder for actual portfolio managers to override this decision making.”
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April 16, 2024 SEC Voluntarily Stays Implementation of Climate Rule

The Securities and Exchange Commission (SEC) announced it would voluntarily stay the implementation of its new climate disclosure rule pending the completion of judicial review by the Court of Appeals for the Eighth Circuit. The Commission stated, however, that it will “continue vigorously defending the Final Rules’ validity in court and looks forward to expeditious resolution of the litigation.”
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April 15, 2024 MFDF Event: MPI's Annual Survey of Investment Firm Profitability and Economies of Scale

The webinar will highlight the latest from the MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight.
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April 11, 2024 MFDF Publishes Article on AI, What Fund Boards Need to Know

In early April, MFDF published an Investment Lawyer article titled, “Artificial Intelligence Oversight: Implications for Mutual Fund Boards,” which provides an overview of artificial intelligence and the current regulatory environment, as well as key oversight considerations for fund directors.
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MFDF Member Series - Leveraging MFDF Membership to Locate Future Directors

Leslie Beckbridge, MFDF's Operations and Member Services Manager, highlighted MFDF's Director Candidate Database, a service that provides curated candidate lists in response to member boards' requirements.  The webinar provided an overview of the Database, discussed how members can use it as part of succession planning efforts, and shared insights to get the best results from your inquiry.

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DEI Resources for Fund Boards

Explore news and resources relating to diversity, equity and inclusion on fund boards.

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