Assessment of Value Webinar

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Presented by

Devin McCune, Broadridge Financial Solutions; Peter Capper, The Investment Association; Nick Fitzpatrick, Funds Europe

About this talk

In our latest webinar, we are focusing on the Assessment of Value ruling. We will be covering a variety of very important questions, which at times could bring ambiguity into the implementation process: -What is value, how does a firm define it, and how is it measured? -What challenges will a fund company face when trying to devise metrics to measure value, including on-boarding new INEDs, evaluation of funds versus peers/benchmarks? -What actions can and should be taken if a fund’s value is called into question? (what if a fund isn’t providing value) -What is the outcome of the value review for the INEDs, management, and the end investor? We welcome your questions, comments and feedback following the conclusion of this webinar. Our goal is to help inform you as you move forward with implementing your company’s Assessment of Value process.

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