VALUE
I understand the importance of cost-effective solutions for the board and the fund shareholders while working with you to offer a collaborative solution to address your needs. By working together, we can find the most efficient and affordable way to achieve your goals.
Ellen Needham
Investment Services Executive
Investment services executive with over 30 years of industry experience in board planning, service provider assessments, and global investment product structures including mutual funds, ETFs, UCITS and collective investment trusts. Experienced interested Non-Executive Director on multiple affiliated fund companies and registered fund complexes with a combined AUM of over $3T. Extensive experience in managing industry-leading board practices and oversight programs. Facilitated complex board mergers that aligned talent, embraced collaboration and reduced shareholder costs.
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Developed robust governance programs with special attention to developing skills matrix in the identification of qualified candidates, clear succession plans, committee structures, and competitive compensation analysis.
Worked with investment managers and service providers to identify, develop and execute process improvements with extensive experience in governance, fund structure, administration, reporting, sub-advisor oversight, operational due diligence, fund lifecycle, ongoing monitoring and regulatory coordination.