A big thank you to everyone who joined our zoom meeting this week: Future of AoV reporting, hosted by FBC Senior Adviser, Brandon Horwitz. It was great to see over 75 FBC members take the time to join us!
Brandon explored how firms are responding to the FCA’s recent announcements, whether scaling back, maintaining, or enhancing Assessment of Value (AoV) processes, and what this means for governance, transparency, and investor outcomes.
We were delighted to welcome our panellists:
- Aubrey Chiweshenga, Head of EMEA Product Development & Management (Public Markets), Aberdeen Investments
- Marc Wood, Head of Fund Governance & Oversight, Handelsbanken
- Rachel Cowtan, Head of Product, Santander Asset Management UK
Key themes discussed included:
- Practical implications of the FCA’s changes to AoV reporting
- Approaches to AoV: minimum compliance vs. value-add
- Insights from FBC’s AoV benchmarking work
- European perspectives: ESMA regulation and cross-border consistency
If you’d like to learn more about the AoV benchmarking discussed during the session, please contact Roberta Piani at rpiani@fundboards.org Thank you once again to everyone who took part, and a special thanks to our panellists for sharing their expertise. We look forward to continuing the conversation in future sessions.
FBC Corporate Members can access the Zoom meeting recording in the Member Portal.
A report detailing the research findings will be available later this month.
