KFS Offers Mutual Fund Consulting Services
Keil Fiduciary Strategies LLC (KFS) provides customized, hands-on consulting services to the mutual fund and affiliated businesses. KFS seeks to serve all fiduciaries across the investment company business model such as fund sponsors, directors/trustees, legal counsel, and other service providers, taking a balanced and principled approach to critical fiduciary decisions. Given increased regulatory scrutiny, board burden, and legal risks that are now inherent in the fund business, KFS further seeks to assist parties in weeding through the plethora of information that now exists, and must be analyzed, with the explicit goal of iron-clad due diligence records and judicious solutions.
A brief synopsis of primary KFS consulting engagements may be summarized as such:
Corporate Profile
KFS's business foundation is a principled, balanced, and objective approach to providing advice and guidance to investment company business participants. Many aspects of the fund business hardly prompt clear, definitive decisions. Yet, bringing to bear KFS business knowledge, regulatory acumen, and insight into strategy norms, clients may be afforded a clearer picture from which to make informed decisions.
Principal Member Thumbnail
Jeff Keil, KFS's principal member, personally heads up all consulting engagements. Briefly, his background includes 15 years with Lipper Inc., the leader in institutional fund information and analysis as VP of their Global Fiduciary Review unit, US Senate subcommittee testimony in
January 2004, participation in the SEC's 12b-1 Roundtable in 2007, various conference panel participations, media attribution, and graduate-level lectures. Prior to working at Lipper, Mr. Keil managed a group at Standard & Poor's Compustat that dissected financial statements.
Keil Fiduciary Strategies LLC (KFS) provides customized, hands-on consulting services to the mutual fund and affiliated businesses. KFS seeks to serve all fiduciaries across the investment company business model such as fund sponsors, directors/trustees, legal counsel, and other service providers, taking a balanced and principled approach to critical fiduciary decisions. Given increased regulatory scrutiny, board burden, and legal risks that are now inherent in the fund business, KFS further seeks to assist parties in weeding through the plethora of information that now exists, and must be analyzed, with the explicit goal of iron-clad due diligence records and judicious solutions.
A brief synopsis of primary KFS consulting engagements may be summarized as such:
- Advisory contract renewal (15(c)) assessments
- Board structure and process
- Fee & expense benchmarking
- Board material summary & review
Corporate Profile
KFS's business foundation is a principled, balanced, and objective approach to providing advice and guidance to investment company business participants. Many aspects of the fund business hardly prompt clear, definitive decisions. Yet, bringing to bear KFS business knowledge, regulatory acumen, and insight into strategy norms, clients may be afforded a clearer picture from which to make informed decisions.
Principal Member Thumbnail
Jeff Keil, KFS's principal member, personally heads up all consulting engagements. Briefly, his background includes 15 years with Lipper Inc., the leader in institutional fund information and analysis as VP of their Global Fiduciary Review unit, US Senate subcommittee testimony in
January 2004, participation in the SEC's 12b-1 Roundtable in 2007, various conference panel participations, media attribution, and graduate-level lectures. Prior to working at Lipper, Mr. Keil managed a group at Standard & Poor's Compustat that dissected financial statements.