10 Things

10 Things...boards expect to talk through in 2026
By FBV Staff
There is never a shortage of discussion topics in fund boardrooms, and 2026 is shaping up to be as busy a year as ever for independent directors. Product development is heating up, technology is modifying (at warp speed) how the market—and society as a whole—functions, the regulatory environment continues to ...  >> 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 <<<

 

 

10 Things

10 Things...to discuss, ask about adding an ETF share class
By FBV Staff
It's been a week since the Securities and Exchange Commission issued its order granting exemptive relief that allows Dimensional Fund Advisors to offer an exchange-traded fund share class alongside existing open-end mutual funds, a development that's been years in the making. Now that this particular hurdle has been cleared, it's ...  >> CONTINUE READING <<<

 

 

Viewpoints

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 <<<

 

 


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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 ...