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Fuse Research Highlights Trends When Bringing Mutual Funds to Market
According to the Fuse data, of funds launched between the second quarter of 2013 and the second quarter …
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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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MFDF Webinar: “Improving Equity Fund Alpha Estimates” with Professor Scott D. Stewart
The Mutual Fund Directors Forum plans to host a webinar with Professor Scott D. Stewart from the …
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MFDF Webinar: Impact of Market Performance on 2022 Annual Investment Firm Profitability and Economies of Scale
The discussion will focus on the impact of market performance and increased SEC scrutiny and …
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Article Details New Method to Analyzing Mutual Fund Performance
The paper describes an improved way to measure fund manager skill by proposing company size should be …
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MFDF Webinar Tomorrow: The Impact of Volatility on Financial Markets
Paul Reisz of PIMCO will discuss the impacts of rising rates, inflation, global volatility and other …
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MFDF Webinar Tomorrow: Performance, Perception and Manager Selection
During this webinar, Professor Stewart will dive in to the key findings from his latest research …
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Study Analyzes Mutual Fund Benchmarks and Performance
A recent study analyzes changes to mutual funds’ declared benchmarks and how performance metrics for …
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MFDF WEBINAR: Diversity and Investment Performance: A Summary of the Research, Feb. 1, 2-3 pm ET
Joanne Skerrett, MFDF’s senior counsel, will lead a Q&A session with Theresa Hamacher, chair of Morningstar …
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Researchers Explore Use of Machine Learning in Predicting Fund Performance
Academics say their research shows that machine-learning methods can use information contained in multiple …
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Investment Management Outlook for 2022: Virtual Work, Digitization, ESG Regulation
The Oliver Wyman report outlined potential bright spots for the industry, including savings from the …
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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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Broadridge Webinar: Rating Active Funds’ Performance
Join Broadridge experts on April 29, 2020 at 10 a.m. in a webinar as they use a case study format to …
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Academics Find Mutual Fund Borrowing Can Lead to Underperformance
A paper from academics at Syracuse University and University of Southern California law schools raises …
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Academic Finds Small Funds Face Grinding Path to Achieve Performance
An academic from George Mason University writes in the Wall Street Journal that a large fund is likelier …
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Fulcrum Fees Are an Outdated Fix for a Modern Problem, say Lawyers
Lawyers at Simpson Thacher in a recent client alert observe that although fulcrum fees have been heralded …
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Performance-Related Fee Funds Failing to Attract Assets in Europe
A Financial Times report finds slow growth in the UK for Fidelity and AllianzGI funds with variable fee …
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Study: Diverse-Owned Fund Firms' Assets Remain Modest Despite Solid Performance
In a new study reported on by Institutional Investor, a Harvard Business School professor and Bella Research …
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Paper Examines Mechanics of Portfolio Manager Compensation, Performance-Based Pay
Professors from Northeastern University and the University of Florida released a paper recently on portfolio …
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High Fees Put Mutual Fund Manager in Spotlight
A New York Times article criticizes a fund manager who it says charges high fees without regard to fund …