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Jan 19, 2012 - Hillary Jackson

Tailored Gap Insurance Now Available

Mutual Fund Directors Forum has begun offering members access to a tailored insurance policy designed to fill gaps in their existing coverage and provide peace of mind when it comes to shareholder derivative demand investigations, giving testimony as a third-party witness in civil litigation, participating in informal Securities and Exchange Commission inquiries or other regulatory requests.

Jan 20, 2012 - Hillary Jackson

Former Yacktman Directors To Be Feted For Lifetime Achievement

Jon Carlson, Thomas Hanson, Stanislaw Maliszewski and Stephen Upton, former directors of The Yacktman Funds, have been named this year’s Lifetime Achievement Award winners.

Jan 18, 2012 - Hillary Jackson

Globetrotting Aberdeen Board Focuses On Risk

The board of Aberdeen Funds is allocating more time at its meetings—at the firm’s Philadelphia headquarters and at its London and Singapore offices—to discuss the risks associated with investing in international markets, according to Gerald Malone, chairman of the boards that oversee Aberdeen’s 26 open-end funds and closed-end Aberdeen Asia-Pacific Income Fund.

Feb 03, 2012 - Hillary Jackson

Mutual Fund Industry Awards Nominations 2012

The following nominees were selected based on their accomplishments during the past year. They and the four former directors of The Yacktman Funds, who will receive Lifetime Achievement Awards, will be honored—and winners in each category announced—at a dinner ceremony on Thursday, April 5, at The Mandarin Oriental in New York.

Feb 02, 2012

New Breakpoints Study Provides Comparison Data

Mutual fund boards aiming to measure their fund complex’s use of advisory fee breakpoints can look to new research published this month by Management Practice.

Tailored Gap Insurance Now Available

Former Yacktman Directors To Be Feted For Lifetime Achievement

Globetrotting Aberdeen Board Focuses On Risk

Mutual Fund Industry Awards Nominations 2012

New Breakpoints Study Provides Comparison Data

Current

News

Mutual Fund Industry Awards Nominations 2012
Friday, February 03, 2012 5:08 PM
Independent Counsel Of The Year Nominees
Friday, February 03, 2012 3:42 PM
Small Board Trustee Of The Year Nominees
Friday, February 03, 2012 3:41 PM
Trustee Of The Year Nominees
Friday, February 03, 2012 3:40 PM
Governance

OMG, It’s Time To Tweet, Friend, Link & Blog
Friday, February 03, 2012 11:06 AM
Governance

Consolidated MassMutual Board Gets Down To Business
Thursday, February 02, 2012 5:31 PM
Governance

Wilmington Directors To Join M&T Funds Board
Thursday, February 02, 2012 5:21 PM

Features

Mutual Fund Industry Awards Nominations 2012
Friday, February 03, 2012 5:08 PM

The following nominees were selected based on their accomplishments during the past year. They and the four former directors of The Yacktman Funds, who will receive Lifetime Achievement Awards, will be honored—and winners in each category announced—at a dinner ceremony on Thursday, April 5, at The Mandarin Oriental in New York. Read More
Features

Independent Counsel Of The Year Nominees
Friday, February 03, 2012 3:42 PM

Read More
Features

Small Board Trustee Of The Year Nominees
Friday, February 03, 2012 3:41 PM

Read More
Features

Trustee Of The Year Nominees
Friday, February 03, 2012 3:40 PM

Read More
Features

OMG, It’s Time To Tweet, Friend, Link & Blog
Friday, February 03, 2012 11:06 AM

As Facebook prepares for its initial public offering this spring, now is the perfect time for mutual fund directors to broach the subject of social media with their colleagues around the board table. Read More
Feature: Learning Curve

Considering A VIT? Here’s What Directors Need To Know
Thursday, February 02, 2012 5:14 PM

Creating a variable insurance trust, mutual fund or any investment company is a difficult initiative. Read More
Features

Former Yacktman Directors To Be Feted For Lifetime Achievement
Friday, January 20, 2012 10:56 AM

Jon Carlson, Thomas Hanson, Stanislaw Maliszewski and Stephen Upton, former directors of The Yacktman Funds, have been named this year’s Lifetime Achievement Award winners. Read More

Learning Curve

Considering A VIT? Here’s What Directors Need To Know
Feb 02 10:00
Creating a variable insurance trust, mutual fund or any investment company is a difficult initiative. Read More
Learning Curve

A Guide To Filling That Seat At The Table—Before It Opens Up
Dec 01 09:00
Savvy directors know that skills get old and skills get stale, and it’s important to ensure boards have the strategic domains of skills, experience and expertise required for current—and future—needs. Read More
Learning Curve

Trading Commissions: Opportunities in Electronic Trading
Oct 27 03:00
One of a trustee’s fiduciary responsibilities is to monitor and control expenses. Read More
Learning Curve

Addressing Volatility in Turbulent Markets
Sep 29 03:00
Though mutual fund investments tumbled dramatically during the chaos of 2008’s economic meltdown, with skittish investors clamoring to redeem their positions in a panic-selling frenzy, mutual fund investors have since come roaring back. Read More
Learning Curve

Considerations For New and Prospective Independent Mutual Fund Directors
Sep 01 09:22
So, you want to be a mutual fund director. Or perhaps you are a newly appointed director serving for the first time. Read More
Learning Curve

What Boards Should Know About Shareholder Escheatment
Jul 28 12:00
The Dodd-Frank Wall Street Reform and Consumer Protection Act requires the Securities and Exchange Commission to revise its regulations that apply to a transfer agent's search for certain missing fund shareholders by amending Section 17 of the Securities Exchange Act of 1934. Read More
Learning Curve

Cost Basis Complexities: Avoiding Customer Service Nightmares
Jun 30 12:00
As the mutual fund industry gears up for the next phase of the cost basis reporting law, which takes effect Jan. 1, 2012, there are a number of risks and challenges that fund companies must address to not only comply with the law, but keep their customers happy. Read More

Inside The Boardroom

Consolidated MassMutual Board Gets Down To Business
Feb 02 10:00
The eight independent directors on MassMutual’s new fund board are in the process of familiarizing themselves with funds they didn’t previously oversee and sub-advisors with whom they haven’t worked before. Read More
Inside The Boardroom

Globetrotting Aberdeen Board Focuses On Risk
Jan 18 07:00
The board of Aberdeen Funds is allocating more time at its meetings—at the firm’s Philadelphia headquarters and at its London and Singapore offices—to discuss the risks associated with investing in international markets, according to Gerald Malone, chairman of the boards that oversee Aberdeen’s 26 open-end funds and closed-end Aberdeen Asia-Pacific Income Fund.Read More
Inside The Boardroom

Mortgage Fund Board Studies Valuation Model
Dec 19 05:00
The directors overseeing a new fund that invests in performing whole mortgages have spent the last several months learning about the fund advisor’s proprietary valuation model to ensure the illiquid assets in the portfolio are being priced properly and the Vertical Capital Income Fund’s daily net asset value is accurate. Read More
Inside The Boardroom

Hartford Board Grapples With Market Uncertainty
Dec 01 08:47
The Hartford Funds board has been allocating premium time at its meetings in recent months to discussing the state of domestic and international markets. Read More
Inside The Boardroom

Rydex Trustees Deal With Yet More Change
Oct 27 02:00
The board of Rydex funds has become adept at dealing with changes in the management structure at advisory firm Rydex SGI. Read More
Inside The Boardroom

SPDR Trustees Prepare To Get Active
Sep 29 03:06
The board of State Street Global Advisors’ SPDR Series Trust has been devoting more time at its quarterly meetings recently to educational sessions with management as SSgA prepares to enter the actively managed exchange-traded fund business. Read More
Inside The Boardroom

Northern Lights Adds Controls For Commodity Funds
Jul 28 03:00
To add investor protections for its commodity funds, the board of the Northern Lights Fund Trust has created additional reporting for the chief compliance officers of those funds.Read More

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