Mission

The Mutual Fund Association is the representative body of mutual fund practitioners, spearheading the development and growth of the mutual fund industry in Trinidad and Tobago and the Caribbean.  By fostering high standards of professionalism and exemplary practice among members, the association seeks to set the benchmark for professionals operating in the mutual fund arena, including but not limited to Mutual Fund Providers, Sponsors, Trustees, Distributors, Investment Managers, Advisors, and Administrators.

Objectives:      To promote and profile the mutual fund industry by:

• Promoting professionalism and exemplary practice among members in the ethical conduct of the mutual fund business.
• Raising the profile of the mutual fund industry to make Trinidad and Tobago the prime location as a domicile for mutual funds and the preferred choice as a location for the administration of mutual fund services. This includes heightening the profile of this industry in local, regional and international spheres.
• Providing a forum for members to discuss issues or matters relating to the mutual fund industry.
• Representing members collectively in discussions with, or assist any member to make any representation or recommendation to, any government, government representative or supervisory authority which is concerned with the Mutual Fund Industry.
• Promoting the education of the investing public on investments and on the Mutual Fund Industry.
• Improving professionalism and standards of research and fund management expertise in Trinidad & Tobago.
• Providing an information resource for the Mutual Fund Industry. Through the development of Industry Policy, Guidance Papers, Technical Briefings and the work of the Association’s committees, the Association will assist in defining practice in complex areas such as compliance, valuation, accounting and presentation of performance. The partnership between its administration, legal and audit members ensure that all interests are addressed in the formulation of these Guidance Papers. In doing so, the Association provides a valuable service in generating and disseminating information in an effective and complete way.
• Setting performance reporting standards.
• Collecting and disseminating industry data statistics.
• Supporting the development of those working in the Mutual Fund Industry. Through training programmes, conferences and industry specific seminars provided by the Association, the Association will actively support the professional development and escalation of expertise of those working within the Industry.
• Providing an avenue for public comment on the Industry – suggestions, feedback, comments.