Join Roberta Piani, FBC Director of Fund Governance, and Brandon Horwitz, FBC Senior Adviser, for a discussion of the latest FBC benchmarking study on the Assessment of Value (AoV), examining how efficiently AFMs meet their AoV obligations. The session will highlight key trends and emerging best practices in process governance and AoV methodology.
Participants will leave with key findings from the study to support internal discussions on improving the efficiency of the AoV process, along with practical insights into emerging best practices.
Director - Fund Board Governance, Fund Boards Council
With over 20 years in the asset management industry, Roberta has an extensive knowledge in Product Development as well as Product Governance.
Having worked for global asset managers, her expertise ranges from delivering new investment products across various jurisdictions, to her work with regulators and fund boards.
Senior Adviser, Fund Boards Council
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.
Membership, Consultancy, Training and iNED Services for Fund Boards
In this Digital Meeting, FBC will explore how the evolving regulatory landscape and their firms’ governance is shaping fund boards’ oversight of investment managers (IMs). We share findings from a FBC’s own research into how fund boards are holding their IMs to account across a range of areas, such as alignment with investment objectives, capacity constraints, risk management, culture and conflicts to name but a few. Open to corporate members, register online via the FBC Member Portal.
