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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June 9, 2020
Changing Distribution ModelsPartners from E&Y will provide insights to how investment managers across the industry are realigning operating models. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Cleveland June 11, 2020
Director Discussion Series - Open Forum (Cleveland, OH)THIS EVENT WILL BE RESCHEDULED.
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June 11, 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. THIS PROGRAM IS FULL.
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Newest Resources
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June 3, 2020
Webinar Archive: Risk-based Governance and Reporting: SEC Looks for Boards to Focus on Pricing When it Matters Most
Deloitte audit partner and managers highlighted the impact of the SEC's new valuation rule proposal for boards, advisers, and auditors. The webinar originally aired on June 2, 2020.
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May 29, 2020
Webinar Archive: MPI Annual Profitability Study including the Comparison to Q1 2020
This webinar discussed the impacts of the political and worldwide events like COVID-19 pandemic influences on the profitability of large public asset management firms. The webinar originally aired May 28, 2020.
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May 22, 2020
Webinar Archive: Fund Director Compensation: The MPI Annual Survey (2020)
Jay Keeshan and Meyrick Payne of Management Practices Inc. highlighted the data analysis from their latest annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar originally aired May 21, 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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