Fund Boards Council

[EXCERPT] Measuring Value in Pensions and Mutual Funds

January 14, 2021 Shiv Taneja & Catherine Battershill
Fund Boards Council
[EXCERPT] Measuring Value in Pensions and Mutual Funds
Chapters
Fund Boards Council
[EXCERPT] Measuring Value in Pensions and Mutual Funds
Jan 14, 2021
Shiv Taneja & Catherine Battershill

This is a 15 minute excerpt of the Fund Boards Council podcast: Independence on European Fund Boards - Philip Warland in conversation with Denise Voss and Marc Saluzzi
 
 If you're a member of FBC, you can access the full podcast recording in your Member Portal.
 
  About this podcast

Against the backdrop of a growing focus by the Financial Conduct Authority (FCA) on improving governance and value for money in both the mutual funds and pensions sectors,  FBC was pleased to host a dedicated session for professionals working on or closely with fund boards, Independence Governance Committees (IGC), Master Trusts or Governance Advisory Arrangements (GAA). In this meeting,  FBC bought together an expert panel of board executives and pension trustees to discuss some of the challenges and opportunities in enhancing overall investment governance and in particular examine each group's experience of measuring and articulating the value they bring to their customers.

In this session, we delved into the role of the board, in particular their independent members and related committees. We examined the resourcing and competencies required and specifically, what lessons we can take from the pensions’ industry’s Value for Money initiative and its mutual fund counterpart, Assessment of Value.

Joining co-hosts David Butcher, a member of Independent Governance Committee and Master Trust, Scottish Widows and FBC’s Catherine Battershill, were:

  • JB Beckett, independent director on fund board at SVM Asset Management and member of the Investment Advisory Committee at Royal London
  • Ian Costain, member of Independent Governance Committees at Hargreaves Lansdown and ReAssure.



Show Notes

This is a 15 minute excerpt of the Fund Boards Council podcast: Independence on European Fund Boards - Philip Warland in conversation with Denise Voss and Marc Saluzzi
 
 If you're a member of FBC, you can access the full podcast recording in your Member Portal.
 
  About this podcast

Against the backdrop of a growing focus by the Financial Conduct Authority (FCA) on improving governance and value for money in both the mutual funds and pensions sectors,  FBC was pleased to host a dedicated session for professionals working on or closely with fund boards, Independence Governance Committees (IGC), Master Trusts or Governance Advisory Arrangements (GAA). In this meeting,  FBC bought together an expert panel of board executives and pension trustees to discuss some of the challenges and opportunities in enhancing overall investment governance and in particular examine each group's experience of measuring and articulating the value they bring to their customers.

In this session, we delved into the role of the board, in particular their independent members and related committees. We examined the resourcing and competencies required and specifically, what lessons we can take from the pensions’ industry’s Value for Money initiative and its mutual fund counterpart, Assessment of Value.

Joining co-hosts David Butcher, a member of Independent Governance Committee and Master Trust, Scottish Widows and FBC’s Catherine Battershill, were:

  • JB Beckett, independent director on fund board at SVM Asset Management and member of the Investment Advisory Committee at Royal London
  • Ian Costain, member of Independent Governance Committees at Hargreaves Lansdown and ReAssure.