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.

MFDF Enhances the Governance of Mutual Funds | MFDF

Upcoming Events

Full calendar

  • September 14, 2021

    In Focus: Board Responsibilities

    Molly Moynihan, partner and firmwide co-chair of investment management practice at Perkins Coie, will review the primary duties of a fund board and its independent directors. This is an ideal session for fund directors who recently joined their board or directors who would like a refresher on board responsibilities. This meeting will be on Zoom on Tuesday, September 14, 2021 from 3 pm to 4 pm (ET).

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  • New York October 14, 2021

    Director Discussion Series - Open Forum (New York)

    DDS meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This in-person meeting will be held from 10:30 am to 12:00 pm at the offices of Sidley Austin, LLP in New York City.

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  • Scottsdale January 19, 2022

    2022 Directors' Institute

    The Directors' Institute offers independent directors an unique opportunity, using a case study format, to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry.

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City Background | MFDF

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.

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What Fund Directors Need to Know about AI and Quantitative Investing

In March 2020, Brian Bruce, CEO & CIO of Hillcrest Asset Management, and Korok Ray, Ph.D., Associate Professor and Director of the Mays Innovation Research Center at Texas A&M University, published their paper titled "Fund Board Oversight of Artificial Intelligence and Quantitative Investments" to address mutual fund directors as they are increasingly asked to oversee funds that use artificial intelligence and quantitative methods to manage investments. With the growth of artificial intelligence and quantitative strategies such as smart beta, fund directors must understand the basis of these technologies to properly govern the funds they oversee. 

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