COVID-19 Resources
MFDF aims to keep fund directors up to date on relevant regulatory and business topics during the global health crisis. This list of resources provides information on regulatory relief and guidance, commentary on legal, strategic and governance matters, as well as asset management industry news. As we update this list, we will post the updates via our Forum News Feed daily blog.
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.
Upcoming Events
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September 24, 2020
Streamlining the Asset ManagerDuring this webinar, EY will focus on how the asset management industry is evolving to address current and future opportunities and challenges. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 29, 2020
Updates to SEC Fund DisclosuresThis webinar will summarize the key aspects of the new SEC Fund Disclosure proposal.
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September 30, 2020
Putting the Fun in Fund of FundsThis webinar will highlight issues that arise in overseeing fund of funds, along with the current SEC rule proposal regarding fund of funds. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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September 21, 2020
Webinar Archive: Fund Industry Claims Trends: An Insurer’s Perspective
Panelists from ICI Mutual offered their thoughts on how the COVID-19 pandemic, cyber risk, and other new and evolving risks may impact the claims environment in the years ahead. The webinar originally aired on September 16, 2020.
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September 10, 2020
Webinar Archive: Marking Two Decades of Falling Fund Fees: Key Takeaways From Morningstar’s Annual Fund Fee Study
Morningstar’s Ben Johnson and Gabrielle DiBenedetto shared the key findings from Morningstar’s latest research on trends in fund fees. The webinar originally aired on September 9, 2020.
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August 3, 2020
Webinar Archive: Fundamentals of Cyber Risk and Insurance
Emily Lowe, VP and New England regional leader of Willis Tower Watson's North America cyber team, discussed the fundamentals of cyber risk and the ability to transfer to insurance can equip mutual fund directors with the information to enhance their work on behalf of the shareholders. The webinar originally aired on July 29, 2020.
COVID-19 Resources for Fund Directors
MFDF aims to keep fund directors up to date on relevant regulatory and business topics during the global health crisis. This list of resources provides information on regulatory relief and guidance, commentary on legal, strategic and governance matters, as well as asset management industry news. As we update this list, we will post the updates via our Forum News Feed daily blog.
Fair Valuation Resources Center
The SEC recently proposed a new rule, Good Faith Determinations of Fair Value, that would establish a framework for mutual fund fair valuation practices. MFDF is reviewing the proposed rule and its implications for the role of fund directors. The Forum has also collected various commentary and resources on the rule proposal that may be helpful to fund directors and industry partners. The Forum’s Fair Valuation Resources Center will be updated frequently.
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