Surveys
Materials pertaining to MFGovern Surveys.
DocumentsDate added
Questionnaire for the Annual MPI Survey of Mutual Fund Trustee-Director Compensation and Governance Practices.
Latest questionnaire for the MPI CCO Compensation Survey.
Brochure regarding the Annual MPI Survey of Mutual Fund Trustee Compensation and Governance Practices.
Brochure regarding MPI's Annual Survey of Mutual Fund Profitability.
Topics covered by the Survey:
• Compensation components: Easy to understand base and
bonus ranges
• Bonus amounts: Setting the basis for CCO bonuses
• Capital accumulation: Alternatives to restricted stock and
options
• Organizational dynamics for CCOs: Direct and indirect reports
• Metrics: AUM & number of funds
• Reporting scope: Report only to funds or to funds and advisor
• Who pays? Percent of compensation paid by funds vs. advisor
• CCO characteristics: Backgrounds and qualifications
• Cumulative data since 2005
• Compensation components: Easy to understand base and
bonus ranges
• Bonus amounts: Setting the basis for CCO bonuses
• Capital accumulation: Alternatives to restricted stock and
options
• Organizational dynamics for CCOs: Direct and indirect reports
• Metrics: AUM & number of funds
• Reporting scope: Report only to funds or to funds and advisor
• Who pays? Percent of compensation paid by funds vs. advisor
• CCO characteristics: Backgrounds and qualifications
• Cumulative data since 2005



