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Filter By DEI Resources
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Blog Post Highlights Importance of Board Chair Role
A recent blog post entitled, “Board Effectiveness and the Chair of the Future” highlights the important …
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Upcoming Web Events: E&Y Hosts ESG, Board of Directors Focused Webinars
Ernst & Young plans to host two webinars, one event covering ESG and one event touching on the …
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Study Outlines the Most Successful Characteristics for Corporate Boards
In a blog post by the Harvard Law School Forum on Corporate Governance, the authors highlighted a study …
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McKinsey Releases Report Covering Updates to Corporate Cybersecurity Reporting and Transparency
McKinsey & Co. released a cybersecurity report detailing ways companies can segment their preparation …
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Embracing the Digital Era
The article makes several suggestions to address generational changes in the boardroom that might be …
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Lawmakers Seek Change in Proxy Process for Investors in Passive Funds
The “Investor Democracy is Expected (INDEX) Act” would require investment advisers of passively-managed …
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Deloitte Virtual Event to Cover Topics of Interest for Fund Boards
On June 2, 2022, from 3- 5 p.m. ET, Deloitte’s senior leadership will join with mutual fund directors …
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MFDF WEBINAR: Mutual Fund Director Compensation: The MPI Annual Survey (2022), May 19, 2-3 pm ET
Each spring MPI releases its “Survey of Mutual Fund Director/Trustee Compensation and Organizational …
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SEC EXAMS Division Releases Risk Alert on MNPI
The SEC staff found evidence of advisers that “did not have policies and procedures in place to assign …
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Questions to Ask Before Joining Board
The lawyers advise candidates to conduct their due diligence on the company’s financial and operational …
- In Focus Archive: ESG
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Dear Board Doc: How Do We Set our CCO Compensation Competitively?
In considering the CCO’s compensation, the board has an interest in establishing a compensation structure …
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SEC Charges E-Commerce Firm for Failing to Evaluate and Disclose Board Member's Lack of Independence
The SEC’s order found that Leaf Group materially misstated that the director was independent even though …
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Dear Board Doc: What is an Appropriate Timeline for Recruiting a New Director?
Q: We are looking into hiring a new independent fund director for our registered funds in 2022. Do you …
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House Subcommittee on Diversity and Inclusion Releases Investment Firm Diversity Report
The report touches on diversity issues in the general workforce at each investment firm, the …
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Governance Update
Mutual Fund Directors Forum Webinar Series © 2020 BLANK ROME LLP. ALL RIGHTS RESERVED. PLEASE …
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MFDF WEBINAR: Board Governance Update, December 15, 2-3 pm ET
Stacy Louizos with Blank and Rome’s Investment Management Group will discuss how boards can approach …
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Several Changes for 2022 U.S. Glass Lewis Voting Guidelines
The voting guidelines target several areas that are also of interest to mutual fund boards.
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EY Reviews Trends in Corporate Board Self-Evaluations
EY found that since 2018, more boards are expanding their evaluation process to include individual director …
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Report Sheds Light on Corporate Board Diversity Reporting, Retirement Policies
In 2021, and for the first time, the majority of S&P 500 companies (59 percent) disclosed the ethnic …