Top of the Agenda - Succession

Manning & Napier Funds searching for independent
By Hillary Jackson
The Manning & Napier Funds board is conducting an independent director search following a departure earlier this month. Interested Chairman Paul Battaglia told Fund Board Views the board remains "in good shape" despite the vacancy and has embarked on a search for a new director. Another independent director, and 26-year ...  >> CONTINUE READING <<<

 

 

Viewpoints

A look at 20 years of fair valuation practices data
By Paul Kraft, Deloitte
What started out as a vision to help key mutual fund stakeholders understand how evolutions in the capital markets, in governance practices, and in the regulators’ activities and expectations were affecting fund groups’ valuation operating models has now developed into a rich source of information highlighting emerging, maturing, and stabilized ...  >> CONTINUE READING <<<

 

 

Added Perspective

Diversity and Investment: A Summary of the Research
By Theresa Hamacher, for Investment Adviser Association
Fifty-six studies, 50 years of data, and a clear consensus: There is no trade-off between diversity and investment performance. That’s the capsule summary of the second edition of Diversity and Investment: A Summary of the Research. “More specifically,” says author Theresa Hamacher, president of Versanture Consulting (and independent chair of ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Legal

'40 Act lawyers: GSAM settlement raises questions
By Hillary Jackson
The news on Tuesday that Goldman Sachs Asset Management agreed to pay $4 million to settle Securities and Exchange Commission charges related to how it manages ESG mutual funds and other products has '40 Act lawyers pointing to inconsistencies and mixed messages coming from the regulator.
 
The SEC charged GSAM for ...  >> CONTINUE READING <<<

 

 

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 <<<

 

 


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Top of the Agenda - Compensation
IDC: Directors see modest pay increase in 2021

Independent mutual fund director compensation levels increased in 2021, though the year-on-year change was significantly lower than in 2020, according to new data obtained by Fund Board ...