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

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.”

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.”

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.

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.

April 10, 2024 Nasdaq Releases Article on Board Service During “Noisy” Times

The article notes that to fulfill their role, boards need to stay abreast of new developments and continue their intellectual curiosity. Additionally, the article states that “[e]ach person at the table has a duty to contribute to discussions by asking questions and, when necessary, challenging groupthink.”

Upcoming Events

Full calendar

New York April 25, 2024
Diversity and the Board of the Future
Please join MFDF and IDC for a half-day program focused on board composition and identifying diverse board candidates.
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May 14, 2024
The Improvisational Leader Callback Session
This Improvisational Leader session will build on the skills from the recent in-person workshop and apply them to real-world situations. It explores techniques to build resilience and improvisational mindset with skills such as active listening and the power of open-ended questions. This virtual event will take place on Zoom at 2 pm (ET).
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May 21, 2024
Mutual Fund Director Compensation: The MPI Annual Survey (2024)
This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources

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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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