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FBC Digital Meeting: Evaluating Fund Board Effectiveness, 23 April 2024  

Date added: 28 June 2024
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FBC Managing Director, Catherine Battershill was joined for this ‘Evaluating Fund Board Effectiveness’ digital meeting by Daniel Rotherford, Global Head of Product Management and Governance at HSBC Global Asset Management, and Frank Johnson, iNED Chair at First Sentier Investors (UK) Funds Ltd.  

Exploring how firms evaluate the performance of their fund boards, the panel provided their expert perspectives and examples of good practice in evaluating board effectiveness in the UK, Ireland and Luxembourg.  

Initial insights from FBC’s Fund Board Effectiveness Barometer, in field at time of article publication, were also discussed with FBC Senior Research Adviser, Elizabeth Marsh.  

Key areas of the discussion included: 

  • the value of board reviews 
  • board review processes, outputs and evaluation methods 
  • scope, methodology and key areas to cover 
  • who’s involved  
  • how the outputs are used. 

FBC Corporate Members can watch the full recording of the session on-demand in the Member Portal here.