Fund board oversight of sustainable investment funds – write-up of FBC round table event 15 March 2023
Our FBC round table on 15 March 2023 focused on the role of the fund board in overseeing sustainable investment funds.
Fortnightly News Blog – 21 March 2023
Curating news and analysis for the fortnight ending 21 March 2023.
Digital Discussion: Exploring and maximising service provider oversight – new research, 6 July 2023
Service Provider Oversight is an important area of responsibility for fund boards but is increasingly competing for airtime in board meetings with a whole host of other governance topics.
Consumer Duty: The Distributor Data challenge. How fund managers and platforms are facing up to regulatory deadlines, 27 April 2023
This important regulatory initiative is a key feature of fund boards’ governance work in 2023 and, as implementation deadlines approach, this FBC Digital Meeting will discuss how firms are working with distributors and platforms to produce an improved exchange of data.
Digital Discussion: Implementing Assessment of Value – The Impact so far… 18 April 2023
Three years on from the publication of the first Assessment of Value (AoV) reports, FBC has explored how implementing AoV has impacted authorised fund managers.
Fortnightly News Blog – 7 March 2023
Curating news and analysis for the fortnight ending 7 March 2023.
Digital meeting: FBC Discussion: fund board oversight of sustainable investment funds, 15 March 2023, 1:00pm
We believe this is a critical topic for discussion by fund boards with the FCA currently visiting firms to follow up on the expectations set out in their 2021 Dear AFM Chair letter on ESG and sustainable investment funds (here).
Fortnightly News Blog – 21 February 2023
Curating news and analysis for the fortnight ending 21 February 2023.
Fortnightly News Blog – 7 February 2023
Curating news and analysis for the fortnight ending 7 February 2023.
Digital meeting: In Conversation with Camille Blackburn, FCA’s Director of Wholesale Buy-side, 2 March 2023, 2:00pm
The latest FCA views on the key risks facing the asset management industry and the focus of their supervisory efforts will feature in their 2023 ‘portfolio strategy letter’, expected to be published in February 2023.