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Mutual Fund Directors Governance Survey

We are pleased to share PwC’s 2021 Mutual Fund Directors Governance Survey results. The Survey has gauged the views of Mutual Fund Directors (“Directors”) across a diverse range of complexes from large to small, as well as geography, on a variety of matters. The survey was designed to identify insights from the boardroom on matters including industry opportunities and challenges, board composition and diversity, as well as board practices relative to strategy, risk and ESG. In 2021, nearly 120 independent directors participated in our survey. It comes as no surprise that the key themes of the survey are:

  • While ESG is a significant opportunity in the mutual fund industry, boards need more information
  • Directors recognize the benefits, but most are taking a passive approach to implementing diversity
  • Board culture is strong, but virtual meetings are taking its toll
  • Board members value self-assessments, but recognize there are limitations

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Peter Finnerty

Mutual Funds Leader, PwC US

David Trerice

Asset and Wealth Management Governance Leader, PwC US

Declan Byrne

Mutual Fund Research and Analytics Leader, PwC US

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