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CONTACTS AT MFDF.ORG

Mutual Fund Directors Forum

Young Hee Kim

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Mutual Fund Directors Forum

Young Hee Kim

1501 ●●●●●et NW

Was●●●ton , District of Columbia, 20005

US

1.20●●●●4488
yo●●●●●●●●●●●@mfdf.org

View this contact

Mutual Fund Directors Forum

Young Hee Kim

1501 ●●●●●et NW

Was●●●ton , District of Columbia, 20005

US

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yo●●●●●●●●●●●@mfdf.org

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6 webinar archives
7 member resources
8 accounting and audit
9 advisory contracts
10 board governance
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MFDF - Mutual Fund Directors Forum - Webinars

http://www.mfdf.org/webinars

Security - Check Permissions. Conference of Fund Leaders. Created: 05 May 2014. Mutual Fund Directors Forum Webinars. The Mutual Fund Directors Forum regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. For more information about any of these programs, click on the event title in the list. July 18, 2016.

2

MFDF - Mutual Fund Directors Forum - Previous Events

http://www.mfdf.org/events/previous-events

Security - Check Permissions. Conference of Fund Leaders. Created: 26 January 2015. MUTUAL FUND DIRECTORS FORUM PAST EVENTS. The Mutual Fund Directors Forum regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. For more information about any of these programs, click on the event title in the list. Nuts an...

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MFDF - Mutual Fund Directors Forum - Home

http://www.mfdf.org/member-resources/distribution

Conference of Fund Leaders. Sorry, this content is for members only. If you are a member, please log in. 2000-2015 MUTUAL FUND DIRECTORS FORUM LEGAL DISCLAIMER. 202507.4488 Forum@mfdf.org. 1501 M Street NW, Ste. 1150, Washington, DC 20005. SUBSCRIBE TO FEEDS: E-MAIL.

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MFDF - Mutual Fund Directors Forum - Events

http://www.mfdf.org/events

Security - Check Permissions. Conference of Fund Leaders. Created: 26 January 2015. MUTUAL FUND DIRECTORS FORUM EVENTS. The Mutual Fund Directors Forum regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. For more information about any of these programs, click on the event title in the list. San Diego, CA.

5

MFDF - Mutual Fund Directors Forum - Events

http://www.mfdf.org/events/event/policy_procedure_due_diligence_a_directors_guide_to_effectively_delegating

Security - Check Permissions. Conference of Fund Leaders. Created: 26 January 2015. MUTUAL FUND DIRECTORS FORUM EVENTS. The Mutual Fund Directors Forum regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. For more information about any of these programs, click on the event title in the list. San Diego, CA.

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auditcommitteecollaboration.org auditcommitteecollaboration.org

Audit Committee Collaboration

http://www.auditcommitteecollaboration.org/about.html

The Audit Committee Collaboration is a partnership of nationally recognized U.S. corporate governance and policy organizations. The organizations came together in 2012 to collaborate on projects intended to leverage their individual efforts to expand audit committee member access to useful tools and materials across the spectrum of public companies in order to strengthen audit committee performance and transparency. Members of the Collaboration. National Association of Corporate Directors.

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: August 2010

http://fundometry.blogspot.com/2010_08_01_archive.html

Friday, August 20, 2010. ETF Trade Execution Quality during the Flash Crash Month. Subtitle: Some market orders received better price execution than limit orders. In previous posts ( iShares/NFS. Finally, both WAPI and volume are broken down by market orders and marketable limit orders - the only two types of orders for which price improvement/degradation statistics are available. The following graph summarizes trade execution quality for SPDR ETFs during May 2010. The following graph for ProShares ETFs ...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: November 2009

http://fundometry.blogspot.com/2009_11_01_archive.html

Monday, November 30, 2009. Cost Basis Reporting: impact on TA systems, if any. The Emergency Economic Stabilizaton Act of 2008 consists of a tax provision which requires brokers to report extensive cost basis information to the IRS and investors. Investors who received past gain/loss statements from their brokers should realize that these statements were not reported directly to the IRS. As a result, this provision brings cost basis reporting for tax purposes to an entirely new level. 1 When an investor ...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: Fidelity Customers and iShares ETF's: the Impact of Commission-Free Trades

http://fundometry.blogspot.com/2010/05/trading-ishares-outside-quote-at.html

Friday, May 28, 2010. Fidelity Customers and iShares ETF's: the Impact of Commission-Free Trades. In an earlier analysis. Morningstar appropriately asks in their commentary. Who really benefits more from the Fidelity-iShares arrangement: Fidelity or iShares? Their assessment concludes both parties win. Fundometry expands the audience to include investors who enter those commission-free orders. By looking at iShares ETF's which trade commission-free and those which do not (most of the iShares ETF'...Inter...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: January 2010

http://fundometry.blogspot.com/2010_01_01_archive.html

Friday, January 8, 2010. Don't Overlook the Recent Rally in Securities Lending. Securities lending programs became increasingly popular during the last decade among many investment companies (mutual funds, ETF's, pensions, endowments). Long-only funds, pensions, and endowments were attracted to the incremental income from lending securities which otherwise remained invested? Using SEC filings from primarily mutual funds and ETF's, we can get a 50,000-foot view of securities lending activity. Starting...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: February 2010

http://fundometry.blogspot.com/2010_02_01_archive.html

Saturday, February 27, 2010. Can Money Market Funds Have Too Much Liquidity? On Jan 27, 2010, the SEC adopted a new set of rules governing how registered money market funds operate. A number of these rules were adjustments to certain requirements already existing under Rule 2a-7. While the new rules are material changes relative to current requirements, they might not sufficiently address the root causes of some challenges still facing the money market fund industry. 6 "Know Your Investor" procedures req...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: April 2010

http://fundometry.blogspot.com/2010_04_01_archive.html

Friday, April 9, 2010. In Search of Price Improvement for Schwab ETF's. Normally, Schwab charges a commission for trading equities and options. However, on November 3, 2009. Schwab announced the launch of their proprietary ETF's as well as their unprecedented $0 online commission rate for Schwab clients. Does this no-commission/no-rebate arrangement have any impact on order flow or order execution? This analysis utilizes Rule 605 disclosures for the following exchanges and ECN's ("market centers"): UBS, ...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: June 2010

http://fundometry.blogspot.com/2010_06_01_archive.html

Monday, June 14, 2010. Drilling Down into the Flash Crash, ETF Edition. The next logical step in this analysis is to compare sectors which comprise the above broad sectors. The tiering of performance across specific asset classes and investment styles is quite apparent in the following table. The comparison of ETF Complexes proceeds with the Mid/Small Cap broad sector. The above discussion does not provide many insights which would help answer that question. Based on a yet-to-be-published analysis, n...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: July 2010

http://fundometry.blogspot.com/2010_07_01_archive.html

Tuesday, July 27, 2010. Using Leveraged ETFs to Trade during Circuit Breakers. Subtitle: Intraday Correlations between ProShares ETFs and Broad Market Indices. On June 30, 2010, the SEC announced. Its intention to expand the circuit breaker pilot program to many more stocks and, for the first time, ETFs. Public comments. Not all ETFs have been selected for the circuit breaker pilot program. NYSE Euronext compiled a list of 344 ETFs ("piloted ETFs"), as reported by Index Universe. This criteria for select...

fundometry.blogspot.com fundometry.blogspot.com

Fundometry: May 2010

http://fundometry.blogspot.com/2010_05_01_archive.html

Friday, May 28, 2010. Fidelity Customers and iShares ETF's: the Impact of Commission-Free Trades. In an earlier analysis. Morningstar appropriately asks in their commentary. Who really benefits more from the Fidelity-iShares arrangement: Fidelity or iShares? Their assessment concludes both parties win. Fundometry expands the audience to include investors who enter those commission-free orders. By looking at iShares ETF's which trade commission-free and those which do not (most of the iShares ETF'...Inter...

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