Forum News Feed

September 24, 2020

Analysis by McKinsey indicates that simply by retaining baby-boomer women as clients, firms could see one-third higher revenue potential.

September 23, 2020

EY's discussion will focus on how the asset management industry is evolving to address current and future opportunities and challenges.

September 22, 2020

The Forum launched a new website and underlying database this past March, simplifying navigation to access MFDF’s white papers, comment letters, and News Feed and adding new, exciting features.

September 22, 2020

AMAC continued its discussion on broadening investor access to the private investment market with presentations from academics and industry participants on the nature and potential of these investments.

September 21, 2020

Jackson asserts that companies who exercise regulatory arbitrage may be reducing costs and satisfying client demands, however the practice raises questions for policymakers.

September 17, 2020

The court found, among other things, that the board was independent, qualified and engaged in a robust process in approving defendants’ fees.

September 16, 2020

Prime funds have been battered by outflows and Fed policy in the current economic uncertainty, with high levels of outflows in the last several months.

September 15, 2020

This webinar will explore fund industry claims trends, with a particular focus on class action lawsuits and other shareholder litigation initiated against funds, fund directors and officers, and fund advisers.

September 14, 2020

Goldman Sachs cited data that 43% of women-managed funds have outperformed their benchmark this year, compared with just 41% of those managed by men.

September 10, 2020

The SEC’s amendments allow investors to qualify as accredited investors based on defined measures of professional knowledge, experience or certifications in addition to the existing tests for income or net worth.

September 9, 2020

BlackRock, Fidelity and Neuberger had applied to launch fund firms in China earlier this year.

September 8, 2020

Morningstar’s Ben Johnson and Gabrielle DiBenedetto will share the key findings from Morningstar’s latest research on trends in fund fees.

September 3, 2020

Fall events aimed at increasing diversity in the industry.

September 3, 2020

The SEC said its disclosure requirements have not undergone significant revisions in over 30 years, and the amendments reflect the many changes in the capital markets and the domestic and global economy in recent decades.

September 2, 2020

The proposed amendments to the CAT NMS Plan are the latest SEC actions to limit the scope of sensitive information required to be collected by CAT and enhance the security of the CAT and the protections afforded to CAT data, the SEC said.

August 31, 2020

Large, diversified publicly traded managers are faring best, while firms primarily dependent on specific asset classes and client segments produced more mixed results, according to Casey Quirk.

August 27, 2020

Is it necessary for a fund board to have a risk committee to address and anticipate seismic risks as the ones we are currently experiencing?

August 26, 2020

Broadridge webinar to focus on the securities lending landscape.

August 26, 2020

U.S. Chamber of Commerce Event: COVID-19 and the Future of Travel on Aug. 27 at 3 p.m.

August 25, 2020

U.S. equity funds’ $147 billion of net outflows puts 2020 on track to become the group's worst year ever, according to Morningstar.