Educating a Fund Board to Inform Its Decision-Making Process

A client wanted to educate its Funds’ Board of Trustees about industry best practice to inform its decision-making process on a particular issue.  To do so, the client asked us to provide a written report and make an in-person presentation to their Board utilizing the findings from one of Barrington’s industry benchmarking surveys complemented with follow-up interviews.  The Board found that this was a beneficial process.