Resources

White papers for better boards.

Research, guidance, and practical thinking on board governance.

July 2026

The Governance Imperative

A written AI policy sets out what the board expects. Whether the tools honour it is a separate question, and for most boards the honest answer is that nothing enforces it. Meanwhile AI use carries on unrecorded, in tools that were never built for fiduciary work.

PDF · 62 KB
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June 2026

Nine questions to ask, and one policy to adopt

AI is already in use across the pensions ecosystem, whether or not the board procured it. Nine questions short enough to ask out loud in a board meeting, each designed to produce an answer that is either useful or revealing, plus ten more to shape the scheme's AI policy.

PDF · 111 KB
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May 2026

The Architecture of Real Decisions

A capable AI placed inside a trustee board/fiduciary committee can make challenge cheaper, or it can make ratification smoother. The two outcomes look identical in the audit trail. They are not the same decision.

PDF · 203 KB
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January 2025

How to digitally transform your board

A digital make-over moves the same problems onto a screen. Transformation removes them. Most boards cannot tell which one they have had. Your board's institutional memory should not depend on whether one person remembers the conversation.

PDF · 106 KB
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