Analysis

Fulcrum fees, mutual fund fee pressure

Active managers test fulcrum fees to level playing field

Structure allows investors to pay active-level fees only when fund beats benchmark

Peter Finnerty 20 July, 2017
Closet index funds, mutual fund governance

Closet index funds: a fund director’s guide

Macro industry changes have boards asking just how active their actively managed funds are

Marissa Capodanno 19 July, 2017

Small shops turn fresh eyes to series trusts

Increasing costs and competition are pushing small, established mutual funds to reorganize as series trusts

Marissa Capodanno 13 June, 2017

ETF oversight hinges on operational, regulatory environment

Nuances present oversight considerations distinct from their mutual fund counterparts

Fund Directions 13 June, 2017


Q&A: Neil Hennessy, president, Hennessy Funds

Hennessy’s interested chairman explains what the funds’ independent directors expect to gain from maintaining an advisory board

Fund Directions 31 May, 2017

ETF boards need to apply Gartenberg differently

Advisory fee deliberations should consider external distribution, unitary fees and operational differences from mutual funds

Amy Doberman, WilmerHale 22 May, 2017

Preparing for a consolidated fund industry

What fund boards need to consider in times of heightened M&A activity

Marissa Capodanno 17 May, 2017

Common ownership: Industry, economists clash over antitrust theory

A new take on an old antitrust concept says funds with stakes in several firms within one industry are tanking the economy

Marissa Capodanno 21 April, 2017

Blockchain: Unlocking lower fund fees

Distributed ledger technology may disrupt mutual fund distribution – to the benefit of shareholders

Marissa Capodanno 23 March, 2017

Defining fund governance across jurisdictions and structures

A spotlight on the US fund director’s role in context of global governance standards

William J Kelly 22 March, 2017


The future of investment management regulation

Director role likely to grow as SEC shifts toward principles-based approach

Jay G. Baris 10 February, 2017

Moving On: Boardroom challenges when a fund just isn’t working

Unsteady reg, market terrain impacts board decisions to merge or liquidate a fund

Marissa Capodanno 25 January, 2017




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