Digital Meeting: 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.
Our in-depth study captures the challenges and opportunities which have emerged, and the important role played by the fund board, especially the independent non-executive directors.
In this FBC Digital Meeting, hosted by FBC chief executive Shiv Taneja, our senior advisor who led the research, Brandon Horwitz, shared insights from the study, including considering lessons learned for how fund managers implement the Consumer Duty.
Contributors
Brandon is Fund Boards Council’s Senior Adviser, involved with developing FBC’s Assessment of Value analysis and assurance model for its members and leading FBC’s new proposition – offering bespoke training and coaching for boards and executives.
He is also the principal of NomBon Consulting and an experienced actuary and independent director, providing consulting to insurers, asset managers, banks and wealth managers on investment and pension proposition design, delivery, governance and distribution strategy.
CEO, Fund Boards Council
Shiv Taneja is the CEO of Fund Boards Council, a professional members organisation that supports good governance outcomes on investment fund boards in the UK and across Europe. A key distinguishing feature of FBC is the wrap-around engagement and support it provides to its membership: coverage for the whole board (chair, iNEDs and executive directors) as well as those key senior executives, not on the board, but crucial to the success of the investment boards they support.
