Measuring Value in Pensions and Mutual Funds
2pm, Thursday 15th October 2020
Against the backdrop of a growing focus by the Financial Conduct Authority (FCA) on improving governance and value for money in both the mutual funds and pensions sectors, FBC is pleased to host a dedicated session for professionals working on or closely with fund boards, Independence Governance Committees (IGC), Master Trusts or Governance Advisory Arrangements (GAA).
In this meeting, FBC will bring together an expert panel to discuss some of the challenges and opportunities in enhancing overall investment governance and in particular look at each group’s experience of measuring and articulating the value they bring to their customers.
We’ll delve into the role of the board, their independent members and related committees. We’ll examine 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.
Joining co-hosts David Butcher, a member of Scottish Widows’ Independent Governance Committee and Master Trust and FBC’s Catherine Battershill, will be:
- JB Beckett, independent non-executive director and board member at SVM Asset Management and member of the Investment Advisory Committee at Royal London.
- Ian Costain, member of Independent Governance Committees at Hargreaves Lansdown and ReAssure.
This event is open to FBC members and non-members.