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May 21, 2025

For over 25 years, MPI has released its "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices" which provides aggregate compensation data received through confidential questionnaires, as well as SEC filings submitted by all fund industry complexes. This webinar will provide highlights from the most recent survey.

May 20, 2025

In his remarks, Chair Atkins noted that to execute on President Trump’s vision to make the United States the ‘crypto capital of the planet’ the SEC needs to “keep pace with innovation and consider whether regulatory changes are needed to accommodate on-chain securities and other crypto assets.” He noted that establishing a crypto market regulatory structure/regime is a key priority and that regulation will focus on “clear rules of the road” rather than “ad hoc enforcement actions.”

May 19, 2025

The panelists will discuss the core responsibilities of series trust fund boards and highlight best practices required for effective governance for the niche issues facing series trust boards.

May 15, 2025

The program will focus on the current political and economic landscape, and panelists will talk about how leading boards are preparing to meet the geostrategic challenges of today and tomorrow.

May 14, 2025

The study notes that most companies are evolving away from highly-visible DEI efforts and instead moving toward more scaled-back efforts that are “more sustainable and resilient.”

May 13, 2025

The report notes that between 2021 and 2023 “460 net-new active ETFs were launched, whereas the number of active mutual funds decreased by 260 during the same period.” The report emphasizes that fund flows into ETFs will likely continue to increase and that managers should consider this demand when contemplating the launch of a new product(s).

May 12, 2025

The virtual program will cover developments impacting ESG investing in the United States from the US administration and Congress, state legislators and attorneys general, and private litigants.

May 8, 2025

The panelists explore the wide-ranging applications that have been filed since the first crypto ETPs hit the market. They note the next SEC Chair is likely to take a pro-active approach to crypto, and noted that the creation of the Crypto Task Force is one piece of the regulatory shift.

May 7, 2025

The release outlines several reasons why the Covered Stablecoins, as described in the statement, are exempt from registration including, how they are marketed and the reserve that is held in order to allow for redemptions.

May 6, 2025

This program will highlight the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight.

May 5, 2025

John Mulligan and Julia Ulstrup will provide an overview of trends and other developments in fund industry claims and in the fund industry insurance market.

May 1, 2025

The new co-investment relief will result in fewer required board approvals, less prescriptive reporting to fund boards and a modernized and more flexible regime for advisers.

April 30, 2025

Daizy AI, a service provider focusing in AI-enabled content generation and insight solutions for financial services, recently released a summary of key considerations for fund boards related to the oversight of AI.

April 29, 2025

The webcast will focus on the digital assets space including cryptocurrency regulation, developments in merger & acquisition activity, and the evolving global landscape.

April 28, 2025

On Monday, April 21 Paul Atkins was sworn in as the Chair of the Securities and Exchange Commission (SEC). Chairman Atkins was nominated by President Donald J. Trump on January 20, 2025, and confirmed by the U.S. Senate on April 9, 2025.

April 24, 2025

According to the press release, larger fund groups would have until November 17, 2027 (formerly November 17, 2025), while smaller fund groups would have until May 18, 2028 (formerly May 18, 2026).

April 23, 2025

The contents of the report focus heavily on the generational impacts on retail investing and how those impacts spur growth in the ETF marketplace. The survey also highlights that younger generations are dedicating more of their time to investment research, including millennials.

April 22, 2025

The program is specifically designed to provide fund board directors of registered investment companies (RICs) with the insights and strategies necessary for their oversight responsibilities.

April 21, 2025

The program highlights amendments to the Dimensional application including a more detailed outline of board responsibilities both in the initial stages and after the new class has been launched.

April 17, 2025

In April 2025, MFDF, in collaboration with Deloitte, released an update of its white paper, “Role of the Fund Director in the Oversight of the Risk Management Function.”