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
-
March 29, 2023
Director Discussion Series - Open Forum via ZoomDDS meetings provide a opportunity 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 (ET).
Learn more -
April 5, 2023
Impact of Market Performance on 2022 Annual Investment Firm Profitability and Economies of ScaleJoin Sara Yerkey, with Management Practice Inc, and Kelley Howes, Vice Chair of Investment Management at Morrison and Foerster LLP as they provide highlights from the latest MPI Annual Investment Firm Profitability and Economies of Scale survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
Learn more -
Washington April 12, 2023
ESG Oversight: The Fundamentals in an Evolving Space for Fund BoardsDuring this hybrid, one-day program, academics and industry practitioners will tackle the major questions and issues related to ESG issues that affect fund boards. The program is scheduled for 9:15 am to 4:45 pm on April 12, 2023 in Washington, DC. This program will be followed by a networking cocktail event from 5 pm - 7 pm.
Learn more

Newest Resources
-
March 17, 2023
Webinar Archive: Fallout from the SEC's Swing Pricing and Hard Close Proposals: Operational Hurdles Boards Need to Know
This webinar discussed the operational challenges mutual funds will face if the SEC's Swing Pricing and Hard Close proposals are adopted. This webinar originally aired on March 16, 2023.
-
March 2, 2023
Webinar Archive: Fund Industry Claims Trends: An Insurer’s Perspective 2023
Julie Ulstrup and Daniel Steiner from ICI Mutual provided an overview of the fund industry claims trends and recent developments in the fund industry insurance market. This webinar originally aired on March 1, 2023.
-
February 28, 2023
Webinar Archive: Tax Update: An Overview of Current Tax Landscape for the Fund Industry
Francis Grab, principal of EY's Washington Council, and Amy Snyder, tax principal in EY's Asset Management practice, provides post-election perspectives on the tax regulation landscape, as well as discuss recent tax developments and hot topics in the mutual fund industry. This webinar originally aired on February 16, 2023.
Board Doc: What is an appropriate timeline for recruiting a new director?
The MFDF’s Board Doc is an occasional feature of the Daily News Feed that features questions from our readers. 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. If you would like the Board Doc to consider your questions, please e-mail BoardDoc@mfdf.org
MFDF Webinar Archive: Observations from SEC Examinations of RICs
On March 1, the panel reviewed the recent risk alert issued by the SEC on October 26, 2021 entitled “Observations from Examinations in the Registered Investment Company Initiatives” identifying topics of interest and concern for boards of directors, outside counsel, internal legal staff, and compliance officers. Forum members can view the replay of the webinar archives by logging in to MFDF's website and clicking on the link below.
Watch Replay