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Management Practice, Inc. (MPI) has been a consultant and an adviser to mutual fund directors and their counsel since 1970. We provide independent information to help fund directors and trustees carry out their responsibilities.

Originally, MPI's work focused on the contract renewal process, but it has since expanded to include:

  • Consultation concerning the dynamics of the board itself.
  • Fee negotiation.
  • Director compensation and benefits.
  • Director search and education.

Click here for further information.

MPI does not either directly or by implication provide legal advice.

 

 

 

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MPI performs annual surveys for the mutual fund industry and independent directors.  For over 20 years we have performed a survey of director compensation  as well as a survey regarding mutual fund profitability.  Additionally, this year will be our 9th annual survey of Chief Compliance Officer compensation.  For further information on these surveys, as well as their accompanying questionnaires, please click on the links below.

Survey Brochures:

MPI Fund Director/Trustee Compensation Brochure

MPI Fund CCO Compensation Survey Brochure

2011 Mutual Fund Profitability Survey Mutual Fund Profitability Survey

Survey Questionnaires: 

 MPI Trustee-Director Compensation Questionnaire 2016

MPI CCO Compensation Questionnaire 2016

 

Mutual Fund Directors Forum Webinars

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"Mutual Fund Director Compensation:

The MPI Annual Survey"

  Tuesday, May 17th, 2016, 2pm

As part of their Forum Webinar Series, the Mutual Fund Directors Forum will host a webinar with Management Practice. 

Management Practice has conducted an annual survey of mutual fund director compensation for over 20 years.  Each spring MPI releases its "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices", which provides aggregate compensation data received through confidential questionnaires, as well as SEC filings submitted by all fund industry complexes.  This webinar will provide highlights from the most recent survey.  

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 "Beyond Expense Benchmarking: Economies of Scale, Mutual Fund Profitablity, Breakpoints and Director Oversight"

  Wednesday, June 1st, 2016, 2pm

As part of their Forum Webinar Series, the Mutual Fund Directors Forum will host a webinar with Management Practice. 

This webinar discusses guidelines which independent fund directors can begin their annual assessment regarding the reasonableness of advisor profitability and economies of scale. Also discussed are trends and influences impacting scale, profitability and oversight including industry-wide breakpoint statistics, trends in expense reimbursements, competitive forces on advisory fees, estimates of industry profitability ratios and trends, and recent regulatory issues influencing all of these issues. 

 

For more information on these webinars please call the MFDF at 202-507-4488 or visit www.mfdf.org


 

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The Uneasy Chaperone offers a wide-ranging look at the responsibilities and activities of mutual fund boards of directors and at the challenges facing the individual independent director.

Click here to learn how "The Uneasy Chaperone" can help you.

To order, simply download our brochure.