10 Things

10 Ways…to improve fund board diversity
By Carolyn McPhillips, MFDF, and Thomas Kim, IDC
Mutual fund directors are increasingly interested in enhancing diversity on their boards. The following practical tips on improving board diversity are derived from discussions with directors, including participants at the joint MFDF-IDC program Diversity and the Board of the Future, which took place in New York on April 25 and ...  >> CONTINUE READING <<<

 

 

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 <<<

 

 


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10 Things
10 Ways…to improve fund board diversity

Mutual fund directors are increasingly interested in enhancing diversity on their boards. The following practical tips on improving board diversity are derived from discussions with directors, ...