Top of the Agenda - Governance

Q&A: Back to the future of work
Now that summer is officially here, folks are beginning to look forward to the fall and wondering when (or if) things will go back to some sort of normal after months of remote working, social distancing, and travel restrictions. According to Alan Rubin, Stacy Louizos, and Thomas Westle from Blank ...  >> CONTINUE READING <<<

 

 

Fund firm margins unchanged in Q1 despite pandemic
By Hillary Jackson
Operating margins among large mutual fund firms were flat at 29% in the first quarter, when compared to the same period in 2019, despite the onset of the global coronavirus pandemic and substantial volatility and declines in the markets at the end of March, according to new data from Management ...  >> CONTINUE READING <<<

 

 

Recruiting in the time of coronavirus
By Hillary Jackson
Mutual fund boards seem well on their way to mastering the art of conducting business virtually, but one area that may still be a challenge during the time of stay-at-home orders is recruitment. Much of the early leg work in identifying director candidates can be conducted over virtual platforms, but ...  >> CONTINUE READING <<<

 

 

Q&A: Comparing COVID-19 to past crises
Mutual fund boards and advisers—like the rest of us—are in the midst of navigating an unprecedented global pandemic that has caused volatility and uncertainty in the markets and a "new normal" in everyone's work and personal lives. Veteran independent directors Edward Boudreau from Columbia Funds and Faith Colish from Neuberger ...  >> CONTINUE READING <<<

 

 

Q&A: Women on mutual fund boards
It's Women's History Month and in honor of that, we gathered together independent mutual fund directors Janice Case from Thrivent Mutual Funds and Theresa Hamacher from Morningstar Funds and executive recruiter George Wilbanks to discuss women on fund boards. There are more women than ever serving in the country's mutual ...  >> CONTINUE READING <<<

 

 


Most Read

Top of the Agenda - Regulatory
In-person voting relief extended through year-end

Mutual fund boards can continue conducting business—including voting on contract approvals and renewals and other important matters—virtually through the end of 2020, according to the Securities ...
Top of the Agenda - Governance
Recruiting in the time of coronavirus

Mutual fund boards seem well on their way to mastering the art of conducting business virtually, but one area that may still be a challenge during ...