Fund Board Views

Viewpoints

Sub-Adviser AI Oversight: Focus on what matters

By Joyce Li, CFA

Comprehensive guidance on the oversight of sub-advisers that exists in the market has served mutual fund boards well for over 15 years. These frameworks remain foundational, yet the widespread adoption and increasing sophistication of artificial intelligence (AI) and related technologies now embedded in investment processes, operational functions, and compliance systems ... >> CONTINUE READING <<<

10 Things

10 Things...to know about the ETF share class

By FBV Staff

Independent directors who anticipate overseeing exchange-traded fund share classes are contemplating myriad issues related to what many industry participants believe will be a seismic shift in the mutual fund market. The work that will follow SEC approval of the exemptive relieve applications to offer an ETF share class will be ... >> CONTINUE READING <<<

Top of the Agenda - Succession

Who's at the Table? Latest boardroom people moves

FBV's Who's at the Table? feature is where readers can stay up to date on the latest comings and goings in mutual fund boardrooms, as independent directors wrap up their service or take on new roles and responsibilities, and new individuals join the ranks of the fund independent director. Who's ... >> CONTINUE READING <<<

Added Perspective

MFDF's McPhillips Op-Ed: Deregulation is opportunity for fund directors

Carolyn McPhillips, president of Mutual Fund Directors Forum, has penned a commentary piece for Barron's in which she maintains that as deregulation of the markets takes hold, mutual fund directors have an opportunity—and responsibility—to step up. "Directors can provide tailored oversight of funds rather than forcing shareholders to pay for ... >> CONTINUE READING <<<

Top of the Agenda - Governance

Approaching AI: How fund boards can explore new systems

By Hillary Jackson

As the mutual fund industry explores and begins to embrace the potential for artificial intelligence and starts implementing AI tools in various processes, fund independent directors are among those delving into the technology. According to professionals who work with fund boards, directors are intellectually curious about AI and excited about ... >> CONTINUE READING <<<

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