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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October 27, 2021
ESG Taxonomy: Ratings, Benchmarks, and Other Board Challenges in an Uncertain Regulatory EnvironmentThe first of the Forum's ESG webinar series will begin with an overview of the regulatory environment for ESG and how boards can approach their oversight role. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 3, 2021
ESG Fund Expenses and Performance: Differentiating Types of ESG Strategies and Pricing / Performance TrendsThe second sessions of MFDF's ESG webinar series will provide some clarity around largely positive data on the performance, expenses, and pricing of ESG products. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 9, 2021
ISO Crypto Exposure: What Boards Need to KnowThis webinar will provide an overview of how funds can obtain exposure to cryptocurrency and the factors boards should consider in evaluating plans to enter this asset class. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Newest Resources
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October 15, 2021
Webinar Archive: BDCs 101 - The Board Perspective
Christopher Healey and Jasmin Ali from Simpson Thacher provided an overview of BDCs from the board perspective. . This webinar originally aired on October 13, 2021.
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October 1, 2021
Webinar Archive: MPI's 2021 Mid-Year Survey of Investment Firm Profitability
Sara Yerkey, with Management Practice Inc, and Kelley Howes, Vice Chair of Investment Management at Morrison and Foerster LLP provided an overview of how the pandemic and global political influences in the last year has on a firm's profitability. This webinar originally aired on September 28, 2021.
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September 27, 2021
Webinar Archive: The Nuts & Bolts of SPACs
Steve Barry, CIO of Fundamental Equity at Goldman Sachs, and Jody Foster, independent director for Hussman Investment Trust, discussed topics relating to SPACs for mutual fund directors as part of the Forum's Investment Series. This webinar originally aired on September 22, 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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