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
-
September 9, 2020
Marking Two Decades of Falling Fund Fees: Key Takeaways From Morningstar’s Annual Fund Fee StudyBen Johnson and Gabrielle DiBenedetto from Morningstar will share key findings from its latest research on trends in fund fees. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
September 10, 2020
Director Discussion Series - Open Forum via ZoomDDS 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.
Learn more -
September 16, 2020
Fund Industry Claims Trends: An Insurer’s PerspectiveThis webinar will survey current fund industry claims trends and providing historical context. The panelists from ICI Mutual will offer 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 will broadcast live from 2 pm - 3 pm (ET).
Learn more
Newest Resources
-
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.
-
July 22, 2020
Webinar Archive: TALF 2020 - What Directors Need to Know
Seward and Kissel lawyers reviewed the TALF 2020 eligibility criteria for registered funds to participate in this program. This webinar originally aired on July 21, 2020.
-
July 22, 2020
Forum Comment Letter on Fair Valuation Proposal
On July 21, 2020, the Forum submitted a comment letter in response to the SEC’s recent rule proposal regarding the good faith determination of fair value.
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.
View Resources