A big thank you to everyone who joined our recent webinar on how firms are evolving their approach to Assessment of Value (AoV). While we've seen progress in how fund managers assess profitability and Economies of Scale, many are still navigating challenges in these areas. In case you missed it, or would like a recap - members of Fund Boards Council can access a replay of the webinar in the member portal: https://lnkd.in/eAFw2xBv We were delighted to have Brandon Horwitz, FBC Senior Adviser, present key findings from our latest research on how AFMs approach costs vs. charges and the crucial role of the fund board. A special thank you to our insightful panellists Anna O'Donoghue, MBA (Schroders), Richard Saunders (Ninety One), and Peter Capper (Investment Association) for diving deep into: - Fund board involvement in setting cost allocation assumptions - How fund profitability features in board discussions - Justifications for higher profit levels and tiering of fund charges - Economies of Scale measures and actions taken as they arise Thanks again to our panellists and everyone who contributed to the discussion! Looking forward to continuing this important conversation. Shiv Taneja, Catherine Battershill, Fiona Evans, Simon Hynes, Peter Christmas, Mary Came, Elizabeth Marsh, Zoe Scott, Kirsty Wells, Darren Wells, Aimi Ramlee
An excellent discussion! Thanks again Anna O'Donoghue, MBA, Richard Saunders and Peter Capper for your insights!
Senior Adviser, International Fund Regulation at The Investment Association
4dA pleasure to join Brandon, Anna and Richard on the panel. A fantastic discussion on the two hardest criteria of the Assessment of Value. Big thanks to Fund Boards Council | Certified B Corp for organising and inviting me to participate!