Management Practice Inc.’s Sara Yerkey on boards navigating the 15(c) process when fund assets decline
State inches ahead of Maryland, Massachusetts as most favorable home for closed-end funds
Careful succession planning and broad recruitment for the right skills are important; so are tough conversations about individual strengths, weaknesses and the impact of the board as a whole
As advisers expand SMA offerings, contributor Keith Button explores how boards can ensure funds remain adequately resourced
High-fee index funds, prospectus disclosures and mergers among the possibilities, writes contributor Keith Button
An SEC proposal would keep vital board info from investors, argues Morningstar fund board chair Theresa Hamacher
4 years ago
The case for virtual board meetings
Management Practice’s Jay Keeshan lays out the long-term benefits of meeting flexibility
Simplify, Blackstone & KKR bring boards onto new funds while Nuveen nominates ex-FedEx exec and Fidelity reaches out to ex-Pru president
John Hancock board chair Hassell McClellan writes diversity and inclusion can be more about the bottom line than morals
Sequoia looks outside industry with new nomination; Dimensional gets new CCO; and Saba clears the deck at Voya
