10 Things

10 Things...We're thankful for this year

By FBV Staff

So much has happened in the world in the past several years that has (hopefully) made all of us think about what we have, while also appreciating what we've lost. As we prepare to head into the long Thanksgiving Day weekend, it seems appropriate to reflect upon the things for ... >> CONTINUE READING <<<

10 Things...to consider when succession planning

By FBV Staff

Succession planning is something all mutual fund boards do—some more often than others in recent years as scores of board members who have served for decades have begun hitting mandatory retirement ages. Though the task can seem overwhelming, it is manageable since these types of departures are planned years in ... >> CONTINUE READING <<<

10 Things...to know about the adviser's strategy

By FBV Staff

While mutual fund boards do not oversee the advisers of the funds under their purview, boards do work closely with advisers. Therefore, it's important for the board to understand the adviser's strategy, since the way the adviser approaches the market—and the resource levels it commits to specific initiatives—affects the funds ... >> CONTINUE READING <<<

10 Things...to consider about board configuration

By FBV Staff

Mutual fund boards deal with an array of issues in their oversight duties, and it’s important to have a group of people who are qualified and competent sitting around the table. But what does that mean? Does the boardroom need to be filled with individual subject matter experts, or should ... >> CONTINUE READING <<<

10 Things...to add to your summer 2022 reading list

By FBV Staff

Today is the Summer Solstice, and what better way to spend some time on the longest day of the year than to plot out what to read over the next three months? We polled readers on what they have read recently, plan to read, and hear is good, and the ... >> CONTINUE READING <<<

10 Things...to do as new rule compliance nears

By FBV Staff

The compliance deadlines for new rules on funds' use of derivatives and fair valuation practices are quickly approaching, on Aug. 19 and Sept. 8, respectively. Boards have had about 18 months to prepare for compliance with each of the rules, and there has been a lot to do in both ... >> CONTINUE READING <<<