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2024 FGRI Agenda
2024 Fund Governance and Regulatory Insights Conference March 7-8 | Park Hyatt Hotel, Washington, DC …
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SEC Division of Examinations Announces 2024 Priorities
The priorities inform investors and registrants of the key risks, examination topics, and priorities …
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Morningstar Releases 2022 U.S. Fund Fee Study
Morningstar released the 2022 U.S. Fund Fee Study which highlights that fund fees in the United States …
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SEC Adopts Money Market Fund Reforms Including Mandatory Liquidity Fee
Yesterday, the SEC voted 3 – 2 to adopt amendments to the rule governing money market funds. …
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SEC Spring Agenda Update Released
In a statement, SEC Chair Gary Gensler noted, “our Commission has updated its ruleset to meet the challenges …
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MFDF Webinar: Latest Updates in Mutual Fund Litigation and Enforcement
Tomorrow, June 6 at 2:00pm ET partners with Dechert’s financial services practice plan to review mutual …
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Morgan Lewis Releases Report on SEC Exams and Enforcement Developments
Of relevance to fund directors, the report highlights a summary of ESG-related enforcement actions including …
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SEC Division of Examinations Releases 2023 Priorities
The SEC's Division of Examinations staff identified ESG-related investments and strategies that incorporate …
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SEC Issues Regulatory Bulletin on Fund Fee Waivers
The SEC recently issued a regulatory bulletin entitled, “Differential Advisory Fee Waivers" which is …
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Birdthistle Speaks on SEC’s Regulatory Agenda, Priorities at PLI Conference
The SEC’s Director of the Division of Investment Management, William Birdthistle, delivered prepared …
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Senator Introduces Legislation Requiring the DOL Study on Fund Fee Transparency
A Democratic Senator recently introduced legislation called the “Savvy Savers Act” (S.4361) that would …
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Intermediary Fee Survey Brief 2022
© 2021 Barrington Partners – all rights reserved. Page 1 Barrington Partners SHIFTS …
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Current Issues in Intermediary Fees
No Slide Title © 2022 Barrington Partners Privileged and Confidential Current …
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MFDF WEBINAR: Intermediary Fees Trends, April 26, 2-3 pm ET
As part of MFDF's new 15(c) Contract Renewal webinar series, speakers from Barrington Partners will discuss …
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MFDF WEBINAR: ESG Fund Expenses and Performance: Differentiating Types of ESG Strategies and Pricing / Performance Trends, Nov. 3, 2-3:15 p.m. ET
Panelists will provide some clarity around the largely positive data on the performance, expenses, and …
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Dear Board Doc: What Is the Outlook on Fund Fees?
The trends noted by Morningstar experts all pointed to the fact that investors are continuing to flock …
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MFDF Webinar: Marking Two Decades of Falling Fund Fees: Key Takeaways From Morningstar’s Annual Fund Fee Study
Morningstar’s Ben Johnson and Gabrielle DiBenedetto will share the key findings from Morningstar’s latest …
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Investors Win as Fund Fees Continue Decline
The average expense ratio paid by fund investors is half of what it was two decades ago, according to …
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Paper Examines Stagnation in ETF Fees
A recent paper titled The Dynamics of ETF Fees highlighted by the CFA Institute examines how ETF fees …
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Survey Finds Audit Fees on Rise
The Wall Street Journal is reporting that audit fees are rising as a result of new regulations and accounting …