Fund Boards Council

Fund Boards Council

By Fund Boards Council and expert panellistsBusinessInvesting
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Fund Boards Council episodes

  • [EXCERPT] Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting

    This is a 15 minute excerpt of the Fund Boards Council podcast: Assessment of Value: Survey of financial advisers, and Planning Year 2 reporting
     
     If you're a member of FBC, you can access the full podcast recording in your Member Portal.
     
      About this podcast

    With over three quarters of U.K. investors using some form of financial intermediation, in an exclusive survey for FBC, the research consultancy Lang Cat surveyed UK financial advisers and intermediaries on their views of AoV reports, and the extent to which this new regulatory intervention is likely to be useful for their clients. And while this was the last FBC digital meeting for 2020, there’s no rest of fund managers and their boards as many are already starting to work on their Year 2 reports.

    Following FBC’s year-long in-depth analysis of the industry’s first round of AoV reports and the intermediary market’s reaction to them, FBC’s Catherine Battershill and Shiv Taneja, Lang Cat’s Mike Barrett and consultant, actuary, iNED and FBC member Brandon Horwitz discussed what lessons has the first year yielded and what else should fund boards be considering for their reports in Year 2.

    15 min
  • [EXCERPT] Fund Board iNED appointments: Opportunities and challenges

    This is a 15 minute excerpt of the Fund Boards Council podcast: Independence on European Fund Boards - Philip Warland in conversation with Denise Voss and Marc Saluzzi
     
     If you're a member of FBC, you can access the full podcast recording in your Member Portal.
     
      About this podcast

    Greg Brisk (Greg Brisk, Head of Governance and fund board chair at BNY Mellon) speaks about the role, recruitment and onboarding process for iNEDs and future opportunities for those looking for their first or next role on a fund board.

    Greg brings over 20 years of fund management governance and board experience, and converses with FBC’s Shiv Taneja. Greg will reflect on his experience of hiring board iNEDs in the UK (and elsewhere) to BNY Mellon’s various fund boards, helping them get established in their roles and supporting them in enhancing the value and transparency of investment governance. The discussion also explores how the role of the fund board iNED is evolving and the implications for those aspiring to sit on a fund board.

    Episode is Not Live

    Publish: Nov. 05, 2020 @ 8AM Edit

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    16 min
  • The Year Ahead – Catherine Battershill and Philip Warland discuss

    In this podcast, FBC’s Catherine Battershill talks with seasoned governance professional, Philip Warland about the major fund governance themes that shaped 2020 and the outlook for the year ahead.

    Philip discusses how fund board directors and the regulators are dealing with the continued COVID restrictions, the continued focus on value, not only in the UK but also more broadly across Europe and the converging governance themes across the regions which are impacting on the work of fund board directors.

    29 min
  • Measuring Value in Pensions and Mutual Funds
    FBC bought together an expert panel of board executives and pension trustees to discuss some of the challenges and opportunities in enhancing overall investment governance and in particular examine each group's experience of measuring and articulating the value they bring to their customers. In this session, we delved into the role of the board, in particular their independent members and related committees. We examined the resourcing and competencies required and specifically, what lessons we can take from the pensions’ industry’s Value for Money initiative and its mutual fund counterpart, Assessment of Value.
    1 hr 4 min

About Fund Boards Council

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A professional members organisation, a consulting and advisory firm, and a training company focused on supporting positive outcomes for fund boards in the UK and across Europe.
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