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

March 28, 2020 Assessing D&O, Business Interruption Coverage in a Changing Environment

Lawyers from Jones Day discuss questions on insurance coverage for business interruption costs and potential liability tied to the COVID-19 pandemic.

March 28, 2020 Market Upheaval Puts Money Market Funds in Spotlight

Some market observers question why federal intervention remains necessary after considerable regulatory reforms in wake of 2008 crisis.

March 26, 2020 Fitch Sees Valuation Challenges Ahead for BDCs

The ratings firm said BDCs can expect a challenge in meeting valuation requirements in light of falling asset prices resulting from the novel Coronavirus pandemic.

March 25, 2020 Temporary Relief Permits Funds to Obtain Short-Term Funding

The SEC said the relief is designed to provide funds with additional tools to manage their portfolios for the benefit of all shareholders as investors may seek to rebalance their investments.

March 24, 2020 SEC Extends Relief to Funds, Advisers

The package of relief covers in-person board meetings and certain filing and delivery requirements for certain funds and investment advisers.

Upcoming Events

Full calendar

April 16, 2020
Advancing Diversity: Fund Board Composition Considerations for 2020 and Beyond
This webinar will discuss diversity trends among fund boards, how those boards are thinking about diversity as a matter of governance, and methods boards are using to prioritize diversity as a factor in director recruitment efforts. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more
April 30, 2020
Current Trends and Auditor Independence
This webinar will walk through of the relevant rules that govern auditor independence within the registered fund environment, as well as hear about recent rule changes, final and proposed, that the SEC has made regarding auditor independence. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more
Chicago May 18, 2020
Director Discussion Series - Open Forum (Chicago)
THIS EVENT WILL BE RESCHEDULED.
Learn more

Newest Resources

See all

Board Doc

The MFDF’s Board Doc is a feature of the Daily News Feed that features questions from our readers on all aspects of board oversight. If you would like the Board Doc to consider your questions, please click here to send an email. Past questions have addressed topics including board regulatory responsibilities, board culture, self-assessments, and director compensation.

The answers and commentary provided in our responses do not constitute legal advice and should not be treated as such. Please consult with your independent counsel on questions of compliance with the securities laws and director fiduciary duties.

Challenge for Fund Boards in Light of COVID-19

The Forum recorded a webinar with Dechert partners who discussed issues of concern to fund boards during the COVID-19 pandemic.

Watch Here