A Seat at the Table

Morningstar Funds board 'clicks' with newest director
By Hillary Jackson
The Morningstar Funds board has added a new independent director, following a roughly year-long search and after experiencing a difficult loss along the way. Timothy Reese attended his first quarterly meeting last week, bringing technology know-how, as well as investment management and executive experience to the group. "We just clicked ...  >> CONTINUE READING <<<

 

 

Viewpoints

More than milk: ESG investing given SEC’s rulemaking, enforcement agenda
By Amy Roy, Robert Skinner, and Brooke Cohen, Ropes & Gray
The massive flow of assets into ESG-focused funds reflects the intense and growing demand for investment products that enable investors to put their values into action while pursuing strong financial returns. The dramatic growth of the ESG funds sector has predictably attracted the attention of regulators, commentators, and the private ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Compensation

MPI survey: Fund CCO pay ticks up in 2021
By Hillary Jackson
Mutual fund chief compliance officers again saw an increase in pay in 2021, experiencing a bigger jump last year than in the year before, when the COVID-19 pandemic disrupted the way the fund industry worked and caused some initial volatility in the financial markets, according to new data from Management ...  >> CONTINUE READING <<<

 

 

Top of the Agenda - Succession

Thrivent Funds nominates three new independents
By Hillary Jackson
Thrivent Funds has nominated three new individuals to join the boardroom, which, if they are elected, will bump up the number around the table to eight independent and two interested directors to oversee 64 mutual funds managed by investment adviser Thrivent Asset Management. Shareholders will vote on the three, as ...  >> CONTINUE READING <<<

 

 


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Most Read

Top of the Agenda - Governance
Q&A: Converting open-end funds to ETFs

Guinness Atkinson Funds made history last year when it completed the industry’s first conversions from open-end mutual fund to exchange-traded fund. Since then, a number of ...