Final Valuation Rule Resources
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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May 19, 2021
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 11:15 am to 12:15 pm (ET).
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May 20, 2021
Fund Director Compensation: The MPI Annual Survey (2021)This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 24, 2021
Board Oversight of a Fund’s Derivatives Risk Management and Fund Compliance With Rule 18f-4Join Lance King, counsel at Seward & Kissel LLP, Victor Frye, CCO at ProShares Advisors LLC, as they discuss the board's role in overseeing a fund's derivatives risk management program and compliance with the new Rule 18-f-4. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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May 4, 2021
In Focus Archive: Board Oversight of Securities Lending
This session focused on board oversight of securities lending with Marney McCabe, Co-head of Global Securities Lending at Brown Brothers Harriman (BBH), and Garrett Berkery, Head of Risk Management for Global Securities Lending at BBH. The presentation and discussion originally took place via Zoom on May 4, 2021.
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April 15, 2021
Webinar Archive: Gamification of Securities Trading: Fad or the Future?
Jack O'Brien and Amy Natterson Kroll, partners with Morgan Lewis, will discuss implications of the GameStop trading. This webinar originally aired on Wednesday, April 14, 2021.
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April 14, 2021
Web Event Archive: Emerging Markets Equities
As part of the Forum's Investment Series webinars, Jan Hopkins, independent director of Franklin Templeton Investments, interviewed Stephen Dover, chief market strategist at Franklin Templeton Investments, on emerging markets vs. other investments and how to to evaluation the portfolio management, risks, and investment process of the funds. This event originally aired on Tuesday, April 6, 2021.
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.
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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