Efficient and effective mutual fund Board meetings are vital to the success of a mutual fund family, no matter their size and/or complexity. Over time, meeting formats and structures evolve, particularly in recent years, as new rules and regulations have fundamentally altered the role of the Board. What was once a meeting primarily focused on investment management has become a more equally-weighted meeting between advisor oversight and regulatory matters. As we have observed and interacted with Boards, we believe there is an opportunity for fund Boards to review their approach with the goal of better meetings.

Preparing an Effective Agenda

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