Fund Boards Council provides a highly customisable Fund Board Assurance Review, which can be tailored to the specific requirements of an individual fund board, including UK fund boards, cross-border corporate/ManCo and other investment governance boards.
We work with the chair and board directors – both executive and independent – to conduct a bespoke evaluation that is specific to the requirements and dynamics of individual fund boards and the expectations of the regulator.
Reviewing the performance of the Board and individual directors
Assessing how effective the board is in discharging its duties and upholding high standards of governance
Supporting the board by providing an independent perspective on any governance challenges or opportunities
Identifying and providing recommendations to enhance effectiveness, governance and efficiency
Tailored to the needs of individual firms, BAR typically provides an in-depth review and analysis of the following:
The Fund Board Assurance Review can be provided as an independent one-off review or carried out at intermittent periods, such as annually, enabling visibility of progress, change and needs over time.
Fund Boards Council is a specialist membership organisation set up to create insight and provide best practice thought leadership on corporate governance.
As mainstream managers enter the active ETF space, fund boards face new governance and oversight challenges. Join experienced industry practitioners as they explore the unique responsibilities of overseeing these products, focusing on governance nuances, liquidity management, and proper investor oversight.