SDR and investment labels: how are fund boards overseeing implementation? 22 February 2024
FBC senior adviser, Brandon Horwitz, was joined by Head of Proposition/Product at Royal London, Susan Spiller, Chief Compliance Officer at Liontrust, Martin Kearney, and iNED Dawn Hyams, to explore the activity fund boards are undertaking in response to the FCA’s Sustainability Disclosure Regime (SDR) and fund labelling policy.
FBC Digital Meeting: Evaluating Fund Board Effectiveness, 23 April 2024
As the regulatory demands on fund board directors continue to grow, many fund boards are adopting more formal approaches to reviewing how effectively they are discharging their governance duties. This digital event will present key findings from new FBC Research.
FBC Digital Event: Fund Board Composition – evolution, impact and regulatory requirements, 6 February 2024
Fund Boards Council has analysed data covering the boards of over 80 UK authorised fund managers, which includes almost 500 board directors, of which over 200 are non-executive, to develop the FBC Board Composition Database.
FBC Digital Event: Consumer Duty – Fund Governance and the role of the CD Champion
At this first FBC meeting focusing on the specific implications of Consumer Duty on fund board governance and the role of Consumer Duty (CD) champion, Frank Johnson, the iNED chair of the First Sentier fund board and its CD champion, and FBC senior adviser Simon Hynes, were joined for the discussion by senior members of the FCA asset management supervision team with cross sector experience: Aiden McEvoy, Anu Upadhaya and Michelle Dodd.
FBC Digital Meeting: Assessment of Value – FCA’s Multi-firm review
In an hour-long meeting on the 6th of September with 100 FBC members and a few invited guests, the FCA’s Garry Murdoch pointed to significant improvements in the AoV processes of the 14 firms in its second review, but argued there is still room for improvement in how firms’ undertook their value assessment
Harnessing AI to create efficiencies in the board minute process
FBC’s schedule of digital discussions for autumn 2023 kicked off with a Digital Workshop for company secretaries looking the opportunities and challenges of using Large Language Models (LLMs), a form of Generative AI, for producing board minutes.
FBC Digital Event: New FBC research in Risk Management
Vicky Kubitscheck, fund board Non-Executive Director and Board Adviser, joined FBC senior advisers, Brandon Horwitz and Peter Christmas, for this risk management member event, including the first look at new FBC research findings.
Consumer Duty: Fund Governance and the Role of the CD Champion
Over the next year, FBC plans to address the specific implications of Consumer Duty on fund board governance and the role of Consumer Duty champions, many of whom are fund board directors.
FBC Digital Workshop: Harnessing AI to enhance fund board effectiveness (Luxembourg focus)
With the rapid increase in interest and usage of Artificial Intelligence (AI), we are hosting a Luxembourg focused digital event to help FBC members and select invited guests with an introduction to its relevance to and potential use in fund board effectiveness and administration.
FBC Digital Meeting: FCA’s AoV Multi-firm Review
Moderated by FBC CEO Shiv Taneja, this hour-long webinar for FBC corporate members and invited guests will focus on the second FCA multi-firm review of firms’ Assessment of Value reports and also cover key messages from FBC’s recently released AoV impact study.