10 Things

10 Women...who chair the Audit Committee
By FBV Staff
The percentage of female independent directors serving on mutual fund boards has increased impressively in recent years, jumping from about 20% 10 years ago to nearly 40% in 2023. What's more, one-half of the independent directors who joined a board in 2022 and 2023 were female, and 91% of fund complexes ...  >> CONTINUE READING <<<

 

 

10 Things...to consider when merging boards
By FBV Staff
Mergers of mutual fund boards can take place within a large fund complex—as is taking place now at Columbia Funds and occurred earlier this month at AllianceBernstein Funds—or between fund complexes—as when the TCW Funds and MetWest Funds boards combined last year or when four boards were consolidated to two ...  >> CONTINUE READING <<<

 

 

10 Things...to know about BDCs
By FBV Staff
Congress created business development companies in 1980 to support job growth and help emerging companies raise funds. As of 2023, there were 139 BDCs with $312 billion in assets under management investing in small and medium-sized business. BDCs are subject to board oversight, which can be in the form of ...  >> CONTINUE READING <<<

 

 

10 Things...to ask about blockchain, digital assets, tokenization
By FBV Staff
Sometimes referred to as the "second generation" of the internet, blockchain—including digital assets such as coins, tokens, and related derivatives—has the potential to disrupt traditional business models and investment patterns. Some advisers—including WisdomTree and Franklin Templeton—already have launched blockchain-enabled digital, or "tokenized," '40 Act funds, and more are surely considering ...  >> CONTINUE READING <<<

 

 

10 Things...to consider about alts
By FBV Staff
Alternative investment strategies have been on the rise in recent years as traditional mutual fund firms move to diversify their offerings, look to benefit from the growth and fee streams in these markets, and appeal to new segments of the investing public. Such developments should be discussed in the fund ...  >> CONTINUE READING <<<

 

 


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Top of the Agenda - Regulatory
ICI pursues reforming, modernizing '40 Act

The Investment Company Institute this week made public a set of recommendations to reform and modernize the Investment Company Act of 1940, which has not been ...
10 Things
10 Women...who chair the Audit Committee

The percentage of female independent directors serving on mutual fund boards has increased impressively in recent years, jumping from about 20% 10 years ago to nearly 40% ...