Mutual Fund Governance and
Trustee Compensation

Note: MPI Bulletins are available in Hyper-text format. MPI Brochures are available in Adobe Acrobat format.

MPI Bulletins in Hyper-Text (.html) format:

• Increased Complexity Challenges Governace of Mutual Funds
  
  
• Benchmarking Compensation for Independent Trustees of Mutual Funds
  
  
• Building an Effective Mutual Fund Board
  
  
• Assessing Mutual Fund Trustees' Compensation
  
  
• Correlating Investment Performance With Total Fund Expenses
  
  
• How Will Your Compensation Compare? - A Preliminary View for Mutual Fund Trustees.
  
  
• How Profesional Mutual Fund Trustees Serve Multiple Funds
  
  
• 1995 Survey of Mutual Fund Directors Compensation
  
  
• OK - So Just What is a Super-Trustee?
  
  
• E³ -- A Method For Compensating Mutual Fund Trustees
  
  
• Only 2,500 Independant Trustees Oversee the Mutual Fund Investments of 75 Million Americans
  
  
• The next $2.5 Trillion - How an Era of Market Perception Will Affect Trustees
  
  
• Additional Data to Evaluate Mutual Fund Trustee Compensation
  
  
• Mutual Fund Trustees' Role in Voting Proxies
  
  
• Assessing the Independant Trustees' Role in Voting Proxies Owned by Mutual Funds
  
  
• Best Mutual Fund Governance Practices - A Benchmark for Trustees
  
  
• Will the Tide of Shareholder Activism Turn Toward Mutual Funds?
  
  
• Independent Trustees Negotiate for Shareholders Interests, Not For Compensation
  
  
• Best Governance Practices For Mutual Funds - Building the Benchmarks
  
  
• 1997 Trustee Compensation Survey Completed, Still Open to New Participants
  
  
• Integrating Risk and Performance Evaluation into the Advisory Contract Renewal Process
  
  
• Evaluating Mutual Fund Trustee Performance
  
  
• Defining The Role of a Lead Trustee
  
  
• Fund Investments by Independent Trustees
  
  
• Summary of Mutual Fund Industry Experience

Bulletins in Adobe Acrobat (.pdf) format:

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• Negotiating the Mutual Fund Advisory Contract (587K)



• Vital Details: Independent Information and Analysis for Mutual Fund Directors and Counsel(14.5K)



• 1997 Survey of Mutual Fund Directors Compensation



• Questionnaire of 1997 Compensation Survey



• Contract Renewal Process Seminar



• Trustee Compensation Review Seminar