Surveys
Materials pertaining to MFGovern Surveys.
DocumentsDate added
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
Brochure regarding MPI's Annual Survey of Mutual Fund Profitability.
Brochure regarding the Annual MPI Survey of Mutual Fund Trustee Compensation and Governance Practices.