Why and How Directors Should Own Fund Shares

Jay KeeshanMutual FundsLeave a Comment

Most directors, whether they serve corporate or fund boards, agree that owning shares in the entity they govern is important. Ownership is tangible proof that the interests of the board are consistent with those of the shareholders they represent. This MPI Bulletin examines fund director share ownership policies but more importantly addresses how directors acquire those shares. Over many years … Read More

The Search for the “T” Shaped Fund Director

Meyrick PayneMutual FundsLeave a Comment

The second step is to forecast retirements. Usually a Fund board will have adopted a retirement age and the necessary changes will be determined by these. In addition, many Boards have rotation rules. In which case a vacancy may be opening up in any of the Committees or indeed in the Board Chairmanship. The third step is forecast the challenges … Read More

What Fund Directors Need to Know about Robo Advisors

Jay KeeshanMutual FundsLeave a Comment

Robo Advisors (Robos) is a method of customized internet based financial advice. They can be simple, essentially an extension of the “model portfolios” financial planners have used for years to help tailor advice to investors to accommodate age, risk tolerance and objectives. Robos can also be complex, actually executing an asset allocation strategy for a client who has no or … Read More