Viewpoints

Articles written by industry professionals for Fund Board Views, may be opinion, commentary, educational/instructional.

CEF Activism Roundup: Key developments for boards, advisers
By Taylor Brody, Stradley Ronon
Activist shareholders have become a significant issue for closed-end fund boards and fund advisers. However, several notable developments have arisen over the last year that may lessen the burden on these funds. Read on for an outline of recent litigation, legislation, regulatory proposals, and other key matters that closed-end fund ...  >> CONTINUE READING <<<

 

 

Boards, meet model portfolios — and their growing power
By Kris Spazafumo
Within the wealth management space, the primary role of a financial advisor is to work with clients to achieve their financial objectives. In doing so, as part of the financial planning process, the financial advisor selects investments that can help reach those goals. One approach to investing the advisor may ...  >> CONTINUE READING <<<

 

 

Rethinking experience requirements may broaden fund board diversity
By Anne Choe and Debbie Sutter, Simpson Thacher & Bartlett LLP
In 2015, our Simpson Thacher colleagues contended that recruiting younger directors could lead to more diverse fund boards, while also recognizing the inherent challenges involved in identifying a diverse pool of candidates. In light of the changing demographics of fund boards (or, more accurately, a lack thereof in certain respects), ...  >> CONTINUE READING <<<

 

 

Tokenization: Liquidity, custody, contracts—and the road ahead
By Ethan Corey, Michael Koffler, and Carolyn Garcia, Eversheds Sutherland
Tokenization of financial assets has expanded rapidly since the beginning of 2025, even in the absence of regulatory clarity around issues such as custody, trading and the applicability of transfer agent rules to tokenized assets. The first article in this series examined what tokenization is, how real-world assets are tokenized, ...  >> CONTINUE READING <<<

 

 

Tokenization: Investment potential, trading, and best ex
By Ethan Corey, Michael Koffler, and Carolyn Garcia, Eversheds Sutherland
Tokenization of financial assets has expanded rapidly since the beginning of 2025, even in the absence of regulatory clarity around issues such as custody, trading, and the applicability of transfer agent rules to tokenized assets. The first article in this series examined what tokenization is and how real-world assets are ...  >> CONTINUE READING <<<

 

 


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A Seat at the Table
We've had A Seat at the Table — for 10 years

The very first independent chair we profiled for FBV was Leigh Wilson at Victory Funds, for our A Seat at the Table section. Victory Capital Management had recently redefined itself ...