10 Things

10 Things...to know when overseeing ETFs

By FBV Staff

The exchanged-traded funds industry has seen tremendous growth since inception three decades ago, with global assets under management exceeding $11.6 trillion globally in 2023, according to ETFGI data. As growth in the market continues, the number of independent fund directors overseeing ETFs also increases—especially as traditional mutual fund advisers get ... >> CONTINUE READING <<<

10 Women...making a difference in the boardroom and beyond

By FBV Staff

Today is International Women's Day, and there's plenty to celebrate in the mutual fund governance space. Women have made strides in recent years in getting into fund boardrooms, representing about half of the new directors serving on boards in 2022 (those in place for less than two years) and 36% of all ... >> CONTINUE READING <<<

10 Things...directors love about serving on fund boards

By FBV Staff

Serving on a mutual fund board is intellectually engaging and rewarding work, attracting a diverse set of professionals motivated for a variety of reasons. On this Valentine’s Day, when love is all around everywhere and at the forefront of our minds, we thought we’d take some time to focus on ... >> CONTINUE READING <<<

10 Things…to consider when overseeing bank loan funds

By Matt Thornton, ICI, and Lisa Hamman, IDC

For approximately 25 years, bank loans have been a unique income-based asset class for retail investors, making mutual funds and exchange-traded funds investing primarily in bank loans an important part of retail investors’ overall portfolios. This asset type and fund category are particularly useful in a rising interest rate environment ... >> CONTINUE READING <<<

10 Things...boards of small fund complexes face

By FBV Staff

Boards overseeing small fund complexes face challenges with which their larger counterparts do not have to contend—or at least not to the same extent. These include dealing with "the firehose of new regulations" that have come out in recent years, attracting and retaining talent, managing fees and expense ratios while ... >> CONTINUE READING <<<

10 Things...boards are facing now and into 2024

By FBV Staff

Serving on a mutual fund board is, by definition, a challenging job. But given the current regulatory environment, ever-increasing product competition (and related pressure on fees), technological advances, and other aspects of modern-day life, now can seem like a particularly challenging time to serve. We asked independent directors from boards ... >> CONTINUE READING <<<