A Seat at the Table

Morningstar Funds board 'clicks' with newest director

By Hillary Jackson

The Morningstar Funds board has added a new independent director, following a roughly year-long search and after experiencing a difficult loss along the way. Timothy Reese attended his first quarterly meeting last week, bringing technology know-how, as well as investment management and executive experience to the group. "We just clicked ... >> CONTINUE READING <<<

Janus Henderson Funds: Returning to 'normal' in face of change

By Hillary Jackson

As things begin to return to normal in the Janus Henderson Funds boardroom, now that the worst of the pandemic seems to be over, there remains some uncertainty ahead while the board searches for new directors, and new executives enter the c-suite at the adviser. The board is seeking two ... >> CONTINUE READING <<<

New American Century KC chair focused on reg changes, 'new normal'

By Hillary Jackson

As the new independent chair of American Century Investments' Kansas City-based funds board looks ahead to this year, she expects much of her focus to be on the regulatory landscape and the "new normal" in which her board, and others, are now operating. "I think it is fair to say ... >> CONTINUE READING <<<

Professionally Managed Portfolios board boosts governance, diversity

By Hillary Jackson

The board of series trust Professionally Managed Portfolios has been through some changes in recent years. In response, the directors have taken the opportunity to firm up governance practices and focus more intensely on diversity in the boardroom. The overall goal during these efforts was to align with industry best ... >> CONTINUE READING <<<

Hancock's McClellan on building a better board

By Hillary Jackson

John Hancock Funds Chairman Hassell McClellan is a Boston guy these days, so when he thinks about succession planning in the boardroom he leads, he points to the Boston Celtics basketball franchise and the New England Patriots organization as the standard bearers. "We want to build our board like the Celtics ... >> CONTINUE READING <<<

RBB Fund chair aims to 'field best team' in boardroom

By Hillary Jackson

The board of series trust RBB Fund spent more than a year recruiting and hiring its newest director, and independent Chairman Arnold Reichman says he and his fellow directors remain in recruitment and succession planning mode. With an aging board population and a growing, evolving asset base, it makes sense ... >> CONTINUE READING <<<