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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October 28, 2024
Event of Interest: Ropes & Gray to Host Securities Enforcement Forum 2024The program will feature current and former senior SEC officials, securities enforcement and white-collar attorneys, in-house counsel and compliance executives, and other industry professionals. The Securities Enforcement Forum will showcase a Keynote Address by the SEC's Acting Director of Enforcement, Sanjay Wadhwa.
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September 27, 2024
MFDF Releases 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
MFDF, FUSE Release Board Committee InsightsIn September 2024, MFDF and FUSE Research published a report on fund board committee practices.
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October 3, 2023
MFDF Releases 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
MFDF Partners with Deloitte on Cybersecurity White PaperCybersecurity and the Evolving Threat Landscape: The Role of the Independent Director is a joint effort between the MFDF and consulting and audit firm Deloitte.
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May 5, 2022
Role of the Mutual Fund Director in the Oversight of the Risk Management FunctionIn May 2022, the Forum and Deloitte released a publication, Role of the Mutual Fund Director in the Oversight of the Risk Management Function.
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April 29, 2022
MFDF Releases Practical Guidance on CybersecurityThe MFDF, in partnership with Deloitte, released a publication titled Cybersecurity and the Evolving Threat Landscape: The Role of the Independent Director.
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September 21, 2021
MFDF Partners with Stradley Ronon on 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
MFDF Releases Practical Guidance 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 -
November 17, 2015
Board Oversight of Cybersecurity Learn more -
June 12, 2015
Forum Report on Oversight of Securities Lending Learn more -
June 9, 2015
Forum Report: Practical Guidance for Directors on the Oversight of Sub-Advisers Learn more -
June 9, 2015
Forum Report: Risk Principles for Fund Directors Learn more -
June 9, 2015
Forum Report: Practical Guidance for Fund Directors on the Oversight of Securities Lending Learn more -
June 9, 2015
Board Oversight of Alternative Investments Learn more