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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:

2011 - 18th Annual Survey of Mutual Fund Director Compensation Annual Survey of Mutual Fund Director Compensation

2011 CCO Compensation Survey Brochure CCO Compensation Survey

2011 Mutual Fund Profitability Survey Mutual Fund Profitability Survey

Survey Questionnaires:

Mutual Fund Director/Trustee Compensation Questionnaire 2014 Mutual Fund Director/Trustee Compensation Questionnaire 

CCO Compensation Questionnaire CCO Compensation Questionnaire

 

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  Wednesday, April 30th, 2014, 2pm

Mutual Fund Directors Forum Webinar

"Assessing Advisor Profitability:

A Tricky Call for Independent Directors"

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

Assessing advisor profitability on a fund-by-fund basis before marketing expenses remains a key "Gartenberg" pillar of the adviosry contract renewal process, but the statistics are often criticized as confusing at best and misleading at worst

This webinar discusses the annual process of reviewing fund expense allocation, and provides guidelines and quantitative benchmarks for fund directors as they make their determination of profitability reasonableness.

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Tuesday, May 13th, 2014, 2pm

Mutual Fund Directors Forum Webinar

"Mutual Fund Director Compensation:  The MPI Annual Survey"

    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.  


For more information on these webinars call the MFDF at 202-507-4488202-507-4488 or visit www.mfdf.com

 

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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.