Trusted Insight for Independent Oversight

MFDF is an independent association for independent directors of mutual funds, ETFs, closed-end funds, and other registered investment companies.

MFDF helps independent directors navigate an evolving regulatory environment and steward shareholders’ investments. MFDF provides tailored educational resources and facilitates peer-to-peer networking, with offerings that include webinars, white papers, and interactive conferences. As an independent association, MFDF’s membership includes a wide range of fund boards and represents a diverse community of directors.

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Educational Offerings

MFDF provides comprehensive and high-quality educational resources tailored to independent directors. Explore upcoming programs, including webinars, single-day in-person seminars, multi-day conferences, and informal networking discussions.

Insights for the Field

The nature of the work of independent directors is ever-evolving. Read the latest news, practical guidance, comment letters to regulators, and other viewpoints.

Become a Member

Your goal is to steward your investors’ resources. We promise to steward yours. We take our role as your trusted partner seriously. And we pride ourselves on accessible membership dues and meaningful opportunities to learn and connect.

December 20, 2024 It’s Not Too Late! Register for MFDF’s Directors’ Institute Today

The Directors' Institute offers fund independent directors an unique opportunity, using a case study format, to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry.

December 19, 2024 Davis Polk Releases Client Update on Potential Tax Reform in 2025 and Beyond

In a recent client alert, Davis Polk highlights potential areas for tax reform in the next Congress and presidential administration.

December 18, 2024 MFDF Publication: Fund Director Oversight of AI

The article addresses the evolving use of AI across the investment management industry and the challenges presented by its rapid growth.

December 17, 2024 MFDF Webinar: Skills Matrices in Fund Boardrooms

The session will cover the applications of skills matrices in fund boardrooms, including how they may be useful in self-assessment and recruitment processes, as well as in circumstances of leadership succession planning and board mergers.

December 16, 2024 Event of Interest: Diligent Cyber Risk Virtual Summit

Panelists will offer helpful tips and policies to build cyber resilience against evolving threats while also helping professionals better understand SEC cybersecurity disclosure requirements and global regulation trends.

Upcoming Events

Full calendar

January 7, 2025
2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model
Join Deloitte's Paul Kraft, Michelle Coombs and Matt Morlock as they discuss the latest findings from Deloitte's 22nd edition Annual Fair Valuation Survey. The webinar will broadcast live from 2 pm - 3 pm (ET).
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January 9, 2025
MFDF 15(c) White Paper Webinar Series: Part 2 – Board Processes
Join MFDF member independent directors as they discuss MFDF's 15(c) White Paper Part 2 on board processes. This webinar will broadcast live from 2 pm - 3 pm (ET).
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January 14, 2025
MFDF Spotlight - Onboarding AI: Do’s and Don’ts in the Boardroom
As part of MFDF's AI for Fund Boards webinar series, Sidley Austin's Nathan J. Greene & Carla G. Teodoro will highlight how board members might begin to appropriately leverage AI while remaining mindful of its limitations. This Spotlight session will discuss of trends, Do's and Don’ts, industry tales, and best practices. This Spotlight webinar will broadcast live from 2 pm - 2:30 pm (ET).
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Newest Resources

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MFDF Member Series - Leveraging MFDF Membership to Locate Future Directors

Leslie Beckbridge, MFDF's Operations and Member Services Manager, highlighted MFDF's Director Candidate Database, a service that provides curated candidate lists in response to member boards' requirements. The webinar provided an overview of the Database, discussed how members can use it as part of succession planning efforts, and shared insights to get the best results from your inquiry.

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DEI Resources for Fund Boards

Explore news and resources relating to diversity, equity and inclusion on fund boards.

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