MFDF Publications
MFDF regularly publishes guidance on a wide range of substantive topics of interest to fund independent directors. MFDF’s Steering Committee, composed of one member director from every member board, reviews these papers prior to publication.
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April 17, 2025
Role of the Fund Director in the Oversight of the Risk Management FunctionIn April 2025, MFDF, in collaboration with Deloitte, released an update of its white paper, “Role of the Fund Director in the Oversight of the Risk Management Function.”
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April 17, 2025
Fund Director Recruitment Practices ReportIn April 2025, MFDF released a report covering the results of its Fund Board Recruitment Practices Survey.
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January 7, 2025
Board Oversight of Advisory Agreement Renewals - Part 2: Board ProcessesMFDF has released Part 2 of its 15(c) White Paper regarding Board Oversight of Advisory Agreement Renewals on 15(c) Board Processes.
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September 27, 2024
Board Oversight of Advisory Agreement Renewals - Part 1: Regulatory Requirements and Judicial CaselawIn September 2024, MFDF released Board Oversight of Advisory Agreement Renewals - Part 1: Regulatory Requirements and Judicial Caselaw.
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September 18, 2024
MFDF Report: Creating and Using Skills MatricesIn September 2024, MFDF published its guidance for fund directors on skills matrices, offering fund boards a framework for developing, applying, and updating skills matrices within board practices such as self-assessment and recruitment.
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September 12, 2024
Board Committee Insights ReportIn September 2024, MFDF and FUSE Research published a report on fund board committee practices.
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October 3, 2023
Practical Guidance for Fund Directors on Valuation OversightIn October 2023, the Forum and Stradley Ronon released an updated version of the 2012 Valuation Oversight white paper entitled, “Practical Guidance for Fund Directors on Valuation Oversight.”
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May 6, 2022
Cybersecurity and the Evolving Threat Landscape: The Role of the Independent DirectorIn May 2022, MFDF and Deloitte released Cybersecurity and the Evolving Threat Landscape: The Role of the Independent Director.
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September 21, 2021
Newer Director GuideThe Newer Director Guide is designed to be a practical reference for fund directors. It is meant to be a source of background information on important issues mutual fund directors routinely face.
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July 6, 2021
Practical Guidance for Fund Directors on Board Self-AssessmentsThe guidance provides boards with tools and strategies to derive more value from the assessment process with the goal of improving boards’ effectiveness in carrying out their fiduciary and oversight responsibilities.
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June 14, 2019
Practical Guidance on Fund Mergers and Adviser Combinations
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May 30, 2018
Measuring Risk Reference Learn more -
January 4, 2018
Practical Guidance on Director and Officer Insurance for Fund Independent Directors Learn more -
February 17, 2017
Role of the Mutual Fund Director in the Oversight of the Risk Management Function Learn more -
June 9, 2015
Practical Guidance for Directors on the Oversight of Sub-AdvisersOn April 23, 2009, MFDF issued its report, Practical Guidance for Directors on the Oversight of Sub-Advisers.
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June 9, 2015
Practical Guidance for Fund Directors on the Oversight of Securities LendingIn May 2012, MFDF issued its report, Practical Guidance for Fund Directors on the Oversight of Securities Lending.
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April 8, 2015
The Board/CCO Relationship Learn more -
January 2, 2014
Board Oversight of Alternative Investments Learn more