News
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September 29, 2020
MFDF Webinar: Putting the Fun in Fund of FundsThe webinar will cover issues that arise in overseeing funds of funds.
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September 28, 2020
MFDF Webinar: Updates to SEC Fund DisclosuresJoin Jasmin Sethi of Sethi Clarity Advisers as she highlights the key highlights the new SEC Fund Disclosure proposal.
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September 24, 2020
Report: Women Next Wave of Target InvestorsAnalysis by McKinsey indicates that simply by retaining baby-boomer women as clients, firms could see one-third higher revenue potential.
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September 23, 2020
MFDF Webinar: Streamlining the Asset ManagerEY's discussion will focus on how the asset management industry is evolving to address current and future opportunities and challenges.
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September 22, 2020
New Features on MFDF WebsiteThe Forum launched a new website and underlying database this past March, simplifying navigation to access MFDF’s white papers, comment letters, and News Feed and adding new, exciting features.
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September 22, 2020
AMAC Meeting Focuses on ESG, Wider Access to Private InvestmentsAMAC continued its discussion on broadening investor access to the private investment market with presentations from academics and industry participants on the nature and potential of these investments.
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September 21, 2020
Academic Assesses System of Mutual Fund Protections and Regulatory ArbitrageJackson asserts that companies who exercise regulatory arbitrage may be reducing costs and satisfying client demands, however the practice raises questions for policymakers.
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September 17, 2020
A Win for Great-West; Legislation Aimed at Frivolous 36(b) SuitsThe court found, among other things, that the board was independent, qualified and engaged in a robust process in approving defendants’ fees.
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September 16, 2020
Bloomberg: Low Rates Put Prime Funds in JeopardyPrime funds have been battered by outflows and Fed policy in the current economic uncertainty, with high levels of outflows in the last several months.
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September 15, 2020
MFDF Webinar: Fund Industry Claims Trends: An Insurer’s PerspectiveThis webinar will explore fund industry claims trends, with a particular focus on class action lawsuits and other shareholder litigation initiated against funds, fund directors and officers, and fund advisers.
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September 14, 2020
Goldman Report Finds Women-Managed Funds OutperformingGoldman Sachs cited data that 43% of women-managed funds have outperformed their benchmark this year, compared with just 41% of those managed by men.
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September 10, 2020
SEC Modernizes Accredited Investor DefinitionThe SEC’s amendments allow investors to qualify as accredited investors based on defined measures of professional knowledge, experience or certifications in addition to the existing tests for income or net worth.
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September 9, 2020
BlackRock Approved to Start Mutual Fund Firm in ChinaBlackRock, Fidelity and Neuberger had applied to launch fund firms in China earlier this year.
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September 8, 2020
MFDF Webinar: Marking Two Decades of Falling Fund Fees: Key Takeaways From Morningstar’s Annual Fund Fee StudyMorningstar’s Ben Johnson and Gabrielle DiBenedetto will share the key findings from Morningstar’s latest research on trends in fund fees.
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September 3, 2020
Fall Virtual Conferences Promoting Industry DiversityFall events aimed at increasing diversity in the industry.
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September 3, 2020
SEC Updates Disclosure Requirements for Public CompaniesThe SEC said its disclosure requirements have not undergone significant revisions in over 30 years, and the amendments reflect the many changes in the capital markets and the domestic and global economy in recent decades.
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September 2, 2020
SEC Proposes Data Security Enhancements, Security Measures to Consolidated Audit TrailThe proposed amendments to the CAT NMS Plan are the latest SEC actions to limit the scope of sensitive information required to be collected by CAT and enhance the security of the CAT and the protections afforded to CAT data, the SEC said.
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August 31, 2020
Casey Quirk: Asset Manager Financials Continue to SlideLarge, diversified publicly traded managers are faring best, while firms primarily dependent on specific asset classes and client segments produced more mixed results, according to Casey Quirk.
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August 27, 2020
Dear Board Doc: Do We Need a Risk Committee?Is it necessary for a fund board to have a risk committee to address and anticipate seismic risks as the ones we are currently experiencing?
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August 26, 2020
Broadridge Webinar: Review of the Securities Lending Landscape – Lending and Revenue TrendsBroadridge webinar to focus on the securities lending landscape.
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