Jeffrey C. Keil

Jeffrey C. Keil is currently the principal member of Keil Fiduciary Strategies LLC (KFS), a mutual fund business consulting firm. For 10 years, he headed up Lipper Inc.’s Global Fiduciary Review (GFR) unit which provides fund advisory contract renewal (15(c)) decision-making and due diligence tools to various fiduciaries.

Jeff has been observing and analyzing the mutual fund business for more than 20 years, having joined Lipper Inc. from Standard and Poor's Compustat Services in 1990. His registered investment company expertise spans areas such as:

Fund fees and expenses
Advisory contract renewal (15(c))
Performance analyses
Governance
Board assessments
Service providers
Fund pricing
Compliance
Performance incentives
Regulatory compliance
Product line composition
SEC disclosure
Business norms, trends

Mr. Keil regularly attends investment company Board meetings, is quoted frequently by the media, was active in director education programs, participates in industry seminars, contributed to a legal 'guidebook' on Board duties, and has been a guest lecturer for a graduate-level mutual funds course. He testified at a Senate Subcommittee hearing in January of 2004 on the topics of fund expenses, brokerage, and governance (testimony may be downloaded off the SEC’s website) and participated in the SEC’s Roundtable on Rule 12b-1 in 2007.

Jeff is a member of the CFA Institute and the Denver Society of Securities Analysts. His formal education and training cover several key disciplines including economics, ethics, securities law, portfolio management, governance, statistics, regulatory structure, accounting, equity analysis, and fixed income securities.

The goal of KFS is to provide fund industry fiduciaries with independent, balanced, and principled perspectives and guidance when conducting their oversight of mutual fund companies.