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MFDF Webinar: Board Oversight of Fund Profitability

Fund-by-fund review of adviser profitability remains a pillar of the “Gartenberg” contract renewal process; its importance was reinforced a few years ago by the Supreme Court decision in Jones V. Harris Associates.

Fund directors’ required annual assessment of the reasonableness of fund by fund profitability, computed on a before marketing, distribution and taxes basis, remains largely an art rather than a science.   Tomorrow at 2pm EST, Sara Yerkey of Management Practice will provide guidance regarding the standards from which independent fund directors can begin their annual review of adviser profitability.

This webinar will be broadcast live from 2:00 to 3:00 Eastern time on Wednesday, May 27, 2015. To register, click here. If you need assistance, call the Forum at (202) 507-4488.

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