Fund Governance – The Issues, the Outlook and the Solutions

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Presented by

Andrew Berry, DMS Governance; Phil Barker, AXA IM; Vassos Vassou, Dalriada Trustees; Nick Fitzpatrick, Funds Europe

About this talk

CACEIS and Funds Europe present their latest research report on Fund Governance. Fund Governance is becoming one of the key topics in the fund industry with increased pressure from regulators and investors, and stronger (closer, tighter etc.) focus on ESG issues and diversity The report will be presented by Nick Fitzpatrick, Group Editor of Funds Europe, followed by an industry experts panel discussion. Neil Coxhead, Managing Director, UK Branch & Head of Regional Coverage – Ireland, North America & UK from CACEIS “this research has been initiated as we have seen a significant increase in the focus of governance across our institutional client base”. The presentation by Nick Fitzpatrick will cover: •Independent Directors •Diversity •ESG •Pay and Voting •Mancos and ACDs •Transparency •Industry Regulation and Co-operation This will be followed by a panel discussion with: •Andrew Berry, Director, DMS Governance •Phil Barker, Non-Executive Director, AXA Investment Mangers UK •Vassos Vassou, Director, Independent Pension Trustee, Dalriada Trustees As part of the panel discussion we shall also be pleased to take audience questions, subject to time.
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