10 Things

10 Things...boards can expect from AI

By FBV Staff
As the fund industry continues actively exploring the potential for artificial intelligence, AI and issues related to how the technology will change the industry are becoming top of mind in fund boardrooms. Intellectual curiosity among independent directors is beginning to give way to practical analysis and preparation for the future. ...  >> CONTINUE READING <<<

 

 

10 Things...to read in summer 2025
By FBV Staff
It's officially summertime, which means FBV's annual Summer Reading List is here. We curate the list each year by soliciting recommendations from our readers and friends in the industry, and the responses never disappoint. In order to present a concise and diverse catalogue of reads, however, we are able to ...  >> CONTINUE READING <<<

 

 

10 Things...to know about the ETF share class
By FBV Staff
Independent directors who anticipate overseeing exchange-traded fund share classes are contemplating myriad issues related to what many industry participants believe will be a seismic shift in the mutual fund market. The work that will follow SEC approval of the exemptive relieve applications to offer an ETF share class will be ...  >> CONTINUE READING <<<

 

 

10 Things...to know about new co-investments framework
By FBV Staff
Earlier this month, the Securities and Exchange Commission filed a notice of intent to grant Franklin Square’s exemptive relief application for certain business development companies and closed-end funds to participate in co-investment joint transactions with affiliated funds and accounts that otherwise have been prohibited. The new framework is expected to ...  >> CONTINUE READING <<<

 

 

10 Women...who chair the Audit Committee
By FBV Staff
The percentage of female independent directors serving on mutual fund boards has increased impressively in recent years, jumping from about 20% 10 years ago to nearly 40% in 2023. What's more, one-half of the independent directors who joined a board in 2022 and 2023 were female, and 91% of fund complexes ...  >> CONTINUE READING <<<

 

 


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A Seat at the Table
We've had A Seat at the Table — for 10 years

The very first independent chair we profiled for FBV was Leigh Wilson at Victory Funds, for our A Seat at the Table section. Victory Capital Management had recently redefined itself ...