Top of the Agenda - Governance

Touchstone Funds board preps to take on AIG assets
By Hillary Jackson
The Touchstone Funds board will oversee an additional $7.5 billion in assets once adviser Touchstone Investments completes its acquisition of 12 AIG funds later this year; none of the AIG Funds directors will join the Touchstone boardroom, according to a spokesman for Touchstone parent Western & Southern Financial Group. The ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Regulatory

Counsel: SEC's ESG risk alert may spur board discussions
By Hillary Jackson
As demand for investments that incorporate environmental, social and governance factors has heated up in recent years—and the asset management industry has responded—the Securities and Exchange Commission has sharpened its focus on the space. Mutual fund governance professionals say the SEC's focus should spur fund boards to make sure they ...  >> CONTINUE READING <<<

 

 

Viewpoints

Practical ways to get more out of board self-assessments
By Joanne A. Skerrett, Mutual Fund Directors Forum
Directors are constantly told that they should not approach their board's annual self-assessment as just another "check-the-box" exercise, but instead appreciate the opportunity to ask difficult, thought-provoking questions. Still, judging from recent reports and survey results in both the corporate director sphere and among fund directors, it would appear that ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Succession

Pioneer Funds board adds independent
A new independent director has joined the Pioneer Funds boardroom, bumping the number around the table up to eight independent and two interested directors to oversee 43 mutual funds managed by Amundi Asset Management US. The new addition, Craig MacKay, brings "investment, financial, and business experience" to the board, according ...  >> CONTINUE READING <<<

 

 

10 Things

10 Things...Boards should know about SPACs
By FBV Staff
Everyone seems to be talking about SPACs these days, and mutual fund board members should be too, according to fund governance experts. A SPAC, or special purpose acquisition company, is commonly referred to as a "blank check company," and it has no commercial operations; it is formed strictly to raise ...  >> CONTINUE READING <<<

 

 


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