About Us
Jeff Keil is currently the principal member of Keil Fiduciary Strategies LLC, an investment company business consulting firm. For 10 years, he headed up Lipper Inc.’s Global Fiduciary Review * (GFR) unit that provides fund advisory contract renewal (15(c)) decision-making and due diligence tools to the US fund business’s various fiduciaries. Under his leadership, GFR led the industry in 15(c) reporting and analytical methodologies and captured a commanding portion of the advisory contract renewal outsourcing business. * Lipper's Global Fiducariary Review/15(c) unit is now part of Broadridge Financial Solutions, Inc. |
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Jeff has been observing and analyzing the mutual fund business for 25+ years, having joined Lipper from Standard and Poor's Compustat in 1990. His investment company expertise spans:
- Fund fees and expenses
- Advisory contract renewal (15(c))
- Governance
- Fund pricing
- Performance incentive arrangements
- Regulatory compliance
- SEC filings, disclosure
- Performance analysis
- General business norms, trends
Mr. Keil attends fund board meetings, frequently is quoted by the media, is active in director education programs, participates in seminars and panels, contributed to the 15(c) section of a legal 'guidebook' on board duties, was a guest lecturer for a graduate-level mutual funds course, and has spoken at American Association of Individual Investors meetings. He testified at a Senate Subcommittee hearing in January of 2004 on the topics of fund expenses, brokerage, and governance and was a panelist at an SEC Roundtable in 2007 focusing on Rule 12b-1. Jeff has also participated in the Mutual Fund Directors Forum's "Directors Institute" for the last 11 years as a "faculty member" as the case study's Board (15(c)) consultant.
Jeff is a member of the CFA Institute and the Denver Society of Securities Analysts. His formal education and training cover several key disciplines including economics, ethics, portfolio management, governance, regulatory structure, accounting, equity analysis, and fixed income securities.
Mr. Keil was a board member and former Treasurer of F.A.C.E.S. (Family Advocacy, Care, Education & Support), a Denver-based non-profit agency that seeks to prevent child neglect and abuse, from 2003 - 2016.
Jeff is a member of the CFA Institute and the Denver Society of Securities Analysts. His formal education and training cover several key disciplines including economics, ethics, portfolio management, governance, regulatory structure, accounting, equity analysis, and fixed income securities.
Mr. Keil was a board member and former Treasurer of F.A.C.E.S. (Family Advocacy, Care, Education & Support), a Denver-based non-profit agency that seeks to prevent child neglect and abuse, from 2003 - 2016.
