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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.
  • Trustee compensation and benefits.

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.  Over the past 15 years we have performed a survey of director compensation  as well as a survey regarding mutual fund profitability.  Additionally, this year will be our 3rd 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:

2008 Mutual Fund Trustee/Director Compensation Survey Brochure Mutual Fund Trustee/Director Compensation

2008 CCO Compensation Survey CCO Compensation Survey

2008 Mutual Fund Profitability Survey Brochure Mutual Fund Profitability Survey Brochure

Survey Questionnaires:

2008 Mutual Fund Trustee/Director Compensation Questionnaire Mutual Fund Trustee/Director Compensation

2008 CCO Compensation and Organizational Practices Questionnaire Mutual Fund CCO Compensation

 

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Assessing Profitability and Economies of Scale:
Critical Judgement in Contract Renewal Workshop

  • Oct. 16 - Boston, MA
  • Oct. 24 - New York, NY 
  • Sept. 22 - San Francisco, CA
  • Dec. 5 - Denver, CO

How to register:

  1. Sign up online
  2. Download our workshop flyer
  3. Call us
 

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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.