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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 4th 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:

2009 Mutual Fund Trustee/Director Compensation Survey Brochure 2009 Mutual Fund Trustee-Director Compensation

2009 CCO Compensation Survey Brochure 2009 CCO Compensation

2009 Mutual Fund Profitability Survey Brochure 2009 Mutual Fund Profitability

Survey Questionnaires:

2009 MPI Trustee-Director Compensation Questionnaire 2009 MPI Trustee-Director Compensation Questionnaire

2009 CCO Compensation Questionnaire 2009 CCO Compensation Questionnaire

 

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"Assessing Best Execution and Soft Dollars Programs" - A series of workshops for 2009

These in depth full day workshops are intended to help the fund director and his or her supporting staff understand the legal responsibilities of fund directors for best execution and soft dollars.

  • June 18th - Boston
  • September 17th - New York
  • October 16th - Chicago
  • November 4th - Los Angeles
For more information call 203-973-0535.

 

 

 

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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.