COVID-19 Resources

In light of the current COVID-19 pandemic, we are cancelling all in-person programs in 2020. However, we have increased our webinars and released new web-based programs for the fund industry. To register for our virtual programs, please visit our Calendar of Events page.

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.

Learn more about MFDF

MFDF Enhances the Governance of Mutual Funds | MFDF

July 8, 2020 Actively Managed ETFs Experiencing a Surge, FT Report

Citing data from FactSet and Ultimus, the FT reported noted there have been 42 new active ETFs listed as of June 4 compared with just 35 index funds.

July 7, 2020 OCIE Launches Exam Initiative on LIBOR Transition Preparedness

OCIE will review whether and how firms have evaluated the potential impact of the LIBOR transition on business activities; operations; services; and customers, clients, and investors.

July 6, 2020 MFDF Webinar: ESG: How Mutual Funds Can Address the Risks and Capture the Opportunities

EY partners will provide insights into managing ESG risks and capturing related opportunities.

July 2, 2020 Updates on Pandemic-Related SEC Relief

Lawyers from Stradley Ronon provide an update on the status of key relief granted by regulators during the covid-19 pandemic.

July 1, 2020 Perspectives on Virtual Onboarding

Many boards have continued to hire and recruit even during the pandemic, finding creative ways to interview and get to know new and potential board members.

Upcoming Events

Full calendar

July 9, 2020
Director Discussion Series - Open Forum via Zoom
DDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:30 am to 12:30 pm.
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July 14, 2020
In Focus: Compliance in the New Normal
A virtual roundtable discussion on compliance is functioning in today's work from home environment with Phillip Wellman, CCO for the MassMutual Funds complex
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July 16, 2020
In Focus: Effective Virtual Meetings
A virtual roundtable discussion on effective virtual meetings with Carol McMullen, independent trustee of AB Funds.
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Newest Resources

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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.

View List

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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