Top of the Agenda - 10 Things

10 Things...Boards should consider when onboarding
By FBV staff
Turnover of personnel on mutual fund boards isn't high, but boards do regularly bring on new directors and the challenges of doing so are many. Given the job description and typical length of service, getting the right person into that empty seat at the table is important and deserves time ...  >> CONTINUE READING <<<

 

 

10 Things...Boards are focused on this fall
By FBV staff
As summer begins to draw to a close, the end of the year comes sharper into focus and mutual fund boards are prioritizing what needs to be discussed at their two remaining quarterly meetings of 2017. Many third-quarter meeting agendas are likely to be set by now (or close to ...  >> CONTINUE READING <<<

 

 

10 Things...to ask about liquidity rule implementation

By FBV staff
Mutual fund advisers are currently likely to be entrenched in preparation for compliance with the Securities and Exchange Commission's liquidity risk management rule, which will go into effect for most funds in December 2018—and all funds the following June. There is a lot of heavy lifting related to this rule ...  >> CONTINUE READING <<<

 

 

10 Things...for directors' summer reading lists
By FBV staff
Happy Summer! Now that the season has official started and most mutual fund boards' second-quarter meetings are in the books, independent directors can refocus a bit on reading for pleasure (hopefully). With that in mind, we reached out to market participants for suggestions and have devised a list that includes governance-related ...  >> CONTINUE READING <<<

 

 

10 Boards...chaired by women
By FBV staff
After lingering in the high teens for many years, the percentage of female independent directors on mutual fund boards hit 20% in 2015, according to the most recent figures available from Management Practice Inc. And significantly, one-third of new directors in 2015 were female, the MPI data shows. “The data is ...  >> CONTINUE READING <<<

 

 


Most Read

Top of the Agenda - Compensation
Fund director pay up again in '16, IDC data shows

Total compensation for independent mutual fund directors increased again in 2016, continuing a years-long trend tracked by the Independent Directors Council in its annual member study. ...