10 Things

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 <<<

10 Things...on the regulatory agenda

By FBV Staff

The Securities and Exchange Commission has been accused of "over-regulation" in recent years as it has proposed and finalized dozens of rules in a relatively short period of time. Many of these efforts have been criticized as duplicative and unnecessary, too costly and difficult to implement for segments of the market, ... >> CONTINUE READING <<<

10 Things...to read in summer 2024

By FBV Staff

It's the Summer Solstice, and that means that for most of us the sun is shining, temperatures are heating up, and longer days allow for pursuits outside the professional realm. Vacations are planned, grills are in use, and we're able to read for pleasure as much as we can—if we're ... >> CONTINUE READING <<<

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 <<<