Insights Library

Explore Our Insights

  • Topic
    Apply Filters
  • Publication
    Apply Filters
  • Content Type
    Apply Filters
  • Alternatives
  • Business Transformation
  • Commodity Markets
  • Currency Strategy
  • Endowments and Foundations
  • ESG
  • Exchange-traded Funds
  • Equity Investing
  • Family Office
  • Fixed Income Investing
  • Global Asset Trends
  • Investment Commentary
  • Markets and Economy
  • Private Business Ownership
  • Regulatory Intelligence
  • Technology
  • Wealth Planning and Trust
  • Women and Wealth
  • Philanthropic Advisory
  • Commodity Markets Update
  • Exchange Thoughts
  • FX Quarterly
  • InvestorView
  • On the Regs
  • Owner to Owner
  • Structured Fixed Income Quarterly Update
  • Women & Wealth Magazine
  • The Fresh Take
  • Article
  • Audio
  • Biography
  • Blog
  • Commentary
  • Infographic
  • Interview
  • Newsletter
  • Prospectus
  • Report
  • Roundtable
  • Strategy Document
  • Strategy Fact Sheet
  • Strategy Update
  • Survey
  • Video
  • Webinar
  • Webcast
  • Whitepaper
  • November 21, 2024
    • Investor Services
    In today’s challenging landscape, banks are seeking new ways to stay competitive. One emerging option is the bank-to-bank partnership.
  • November 21, 2024
    • Investor Services
    Build, buy, outsource…or partner? Cate Dawson shares practical advice on how to choose the right partner to successfully evolve your operating model.
  • ""
    November 04, 2024
    • Investor Services
    Our experts weigh in on what financial markets can expect in this close election, easing cycles across global economies, and China’s looming debt, with an additional spotlight section on ballooning debt in the US.
  • ""
    November 01, 2024
    • Investor Services
    Eamonn O’Callaghan and Andrea Murray discuss important considerations for managers following recent policy changes from the Central Bank of Ireland (CBI).
  • October 16, 2024
    • Investor Services
    We sit down with Cate Dawson, Head of Product for Financial Institutions, to discuss the growing role of partnerships in today’s competitive banking industry.
  • Escalator
    October 07, 2024
    • Investor Services
    BBH tax experts share insights on the changes ahead for the Faster and Safer Relief of Excess Withholding Taxes (FASTER) framework and key implications for investors and intermediaries.
  • 2024 Greater China ETF Investor Survey
    • Investor Services
    Investor demand fuels asset growth and innovation
  • Abstract background with rings
    August 06, 2024
    • Investor Services
    BBH’s Eamonn O’Callaghan explores recent interest in multi-asset ETFs and shares key considerations for managers.
  • man standing on dollar
    July 19, 2024
    • Investor Services
    In this quarterly, we analyze the global easing cycle under way and how the USD can benefit in Q3, the challenges ahead for emerging markets in H2, and the key metrics shaping investor perspectives on emerging market currencies.
  • Football hitting the back of a goal net
    July 18, 2024
    • Investor Services
    The acceleration of settlement cycles across Europe is unlikely to be as straight forward as the North American changeover – in fact it’s likely to be a whole different ball game – here’s the reasons why.
  • Bursts, splashing water droplets on a solid background
    July 15, 2024
    • Investor Services
    Regulator lays out expectations of managers and menu for liquidity management of UCITS and AIFMD fund.
  • Abstract charts and graphs
    July 02, 2024
    • Investor Services
    What’s ahead for U.S., APAC, and European markets in the second half of 2024.
  • ""
    June 04, 2024
    • Investor Services
    We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.
  • ""
    May 22, 2024
    • Investor Services
    BBH’s Derek Coyle provides a refresher on key elements of T+1 and answers questions from our Talking T+1 webinar series.
  • ""
    • Investor Services
    Active strategies take center stage as investor demand drives growth and product expansion.
  • Glowing lines background. Abstract modern lines. Geometric motion pattern. Graphic concept for your design
    May 16, 2024
    • Investor Services
    What investors and managers need to know before entering the ELTIF regime.
  • Spanish dictionary out of focus with area in focus by magnifying glass. Presbyopia. Older people
    May 09, 2024
    • Investor Services
    Derek Coyle sets out how the rules impact a broader scope of clients.
  • ""
    May 03, 2024
    • Investor Services
    Adrian Whelan sums up what is at stake for firms and their service providers.
  • ""
    May 02, 2024
    • Investor Services
    Our latest FX quarterly takes a closer look at the true value of the USD and its role on the global platform as well as China’s path to recovery and its impact on Emerging Markets.
  • ""
    May 02, 2024
    • Investor Services
    Carbon pricing has a growing role in countries’ climate change responses. Jay Foraker assesses current mechanisms, their impact on economic growth, and the next evolution.
  • ""
    April 04, 2024
    • Investor Services
    Optimizing your affirmation model in a T+1 Settlement Cycle.
  • ""
    March 21, 2024
    • Investor Services
    Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.
  • ""
    March 20, 2024
    • Investor Services
    A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.
  • ""
    March 08, 2024
    • Investor Services
    Tim Bosco shares a roadmap to quicker gains in data strategy development.
  • ""
    February 22, 2024
    • Investor Services
    In our first FX outlook of 2024, BBH strategists are sharing the major themes continuing to impact the market, the road ahead for China’s recovery, and global impact of 2024’s "Year of the Vote."
  • ""
    February 21, 2024
    • Investor Services
    BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.
  • February 16, 2024
    • Investor Services
    Adrian Whelan assesses global regulators’ rapid responses to tech disruption, geopolitics and volatility, where industry differs in opinions on the changes, and the importance of seeing both sides to promote growth and safety in capital markets.
  • February 16, 2024
    • Investor Services
    Adrian Whelan, Global Head of Market Intelligence, recently sat down with Amy Matsuo, Principal and Leader, Regulatory Insights at KPMG, to discuss the main SEC regulatory drivers for the U.S. market in 2024.
  • ""
    February 09, 2024
    • Investor Services
    We’ve partnered with K&L Gates to revisit the current state of mutual funds to ETF conversions and identify the next step for the industry.
  • ""
    February 02, 2024
    • Investor Services
    Demand is expected to remain concentrated in key sectors and specific names until interest rate policy changes, writes Rob Lees.
  • Abstract digital circles
    December 22, 2023
    • Investor Services
    As the T+1 deadline approaches, BBH’s Ricky Ellis analyzes the important FX workflow decisions managers have made, the solutions that are taking shape, and the challenges that lie ahead.
  • ""
    • Investor Services
    With increased competition and growth of ETF products, BBH's Tom Poppey, Antonette Kleiser, and Tim Huver discuss why managers are increasingly turning to securities lending as a core piece of their investment programs.
  • ""
    December 19, 2023
    • Investor Services
    As industry prepares for U.S. T+1, BBH’s Ted Suda, Yoshifumi Nakajima, and Chris Pigott share the major impacts and considerations facing firms in Asia.
  • ""
    December 13, 2023
    • Investor Services
    The final U.K. sustainability disclosure rules display flexibility and pragmatism for ESG rulemaking as well as a potential shift to greater convergence between the U.K. and E.U.
  • SEC Headquarters building in Washington DC
    December 12, 2023
    • Investor Services
    The SEC’s final rules for private fund advisors bring a new level of investor transparency and are highly likely to shake up current practices.
  • ""
    November 16, 2023
    • Investor Services
    Active ETFs show little sign of slowing down, as 82% of investors intend to increase or maintain their exposure to active ETFs. Chris Pigott, Eamonn O'Callaghan, and John Hooson highlight where the opportunities and benefits are for asset managers considering active ETF launches.
  • City of London office buildings at dawn
    November 06, 2023
    • Investor Services
    In the immediate aftermath of Brexit, the continued access of UCITS funds to U.K. retail investors became a primary concern. While temporary measures were employed, the FCA said it would soon consult industry on a permanent solution.
  • World map with all states and their flags
    November 03, 2023
    • Investor Services
    As the global tax landscape continues to evolve, let’s take a closer look at the major changes and developments impacting our industry.
  • ""
    October 30, 2023
    • Investor Services
    In our latest FX quarterly, strategists share the key considerations for global markets following recent volatility, BRICS expansion and the road ahead as markets looks to restabilize.
  • Abstract stream information with circles array and binary code
    October 23, 2023
    • Investor Services
    With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.
  • Slinky photographed with gels and continuous lighting
    October 13, 2023
    • Investor Services
    Before asking the EU to greenlight the revised ELTIF 2.0 rules by January 2024, ESMA considers industry feedback on what will make it a success. Here’s our take.
  • ""
    September 26, 2023
    • Investor Services
    The ESG disclosure regime has had a significant impact on funds in Europe since implementation in March 2021. Now, policymakers are reassessing.
  • Artificial intelligence connected to a network of icons: problem solving, decision making and productivity concept
    September 19, 2023
    • Investor Services
    As emerging technology levels the competitive playing field, the right blend of AI and human intelligence will help firms achieve effective innovation.
  • ""
    September 14, 2023
    • Investor Services
    A deep dive into the downstream impacts of T+1 on the ETF ecosystem and how participants should be preparing to support primary market activity.
  • Glowing Network Connections.
    August 22, 2023
    • Investor Services
    BBH’s Amy Morris explains how the transfer agent’s AML/Sanctions program can help the fund and asset manager mitigate risks effectively while providing a best-in-class experience for their investors.
  • ""
    August 17, 2023
    • Investor Services
    Let’s look at the rapid growth of the ETF market and debunk the five most common misconceptions holding asset managers back.
  • Network of pins and threads in the shape of many interconnecting speech bubbles symbolizing social dialog
    August 02, 2023
    • Investor Services
    The EU Commission’s Retail Investment Strategy is a behemoth set of policy revisions to revise and revamp EU regulated investment funds. However, one specific proposal has attracted vast industry commentary.
  • European Union Flags in Strasbourg
    August 02, 2023
    • Investor Services
    With 35,000 funds and €12 trillion of assets in scope , any substantive changes to the UCITS framework are usually worthy of asset managers’ attention, writes Adrian Whelan
  • ""
    July 24, 2023
    • Investor Services
    Amid market volatility and greater divergence in capital markets, securities lending revenues will be granular and targeted to a concentrated set of opportunities, writes Rob Lees.
  • ""
    July 18, 2023
    • Investor Services
    Amid sighs of relief that mandatory swing pricing and intermediary support of floating NAVs haven’t made the final cut, groans about the work to do to adhere to MMF rules can also be heard.
  • ""
    July 14, 2023
    • Investor Services
    As access to private markets funds broadens, alternative asset managers must adapt to a new ecosystem where simplification and investor education about access routes are key. BBH’s Lata Vyas spoke on the topic at FundForum and shares further insights.
  • FXQ3 2023: Proving Forecasts Wrong
    July 12, 2023
    • Investor Services
    In the second FX quarterly of the year, strategists examine how the major investment themes that held at the beginning of the year have been proven wrong.
  • ""
    June 27, 2023
    • Investor Services
    A look at how an expanding product platform and investor use are driving growth.
  • ""
    June 26, 2023
    • Investor Services
    With news headlines about listed and unlisted share classes ramping up, here’s what managers considering these structures should know.
  • ""
    June 14, 2023
    • Investor Services
    Making tactical decisions at the expense of more strategic approaches would be a missed opportunity. Keith Haberlin shares how to optimize your operating model for shorter settlement cycles.
  • ""
    May 31, 2023
    • Investor Services
    BBH’s Tom Poppey and Rob Lees look at the changes that asset managers should prioritize and how they can use the race to T+1 to gain an edge.
  • Advisor using KPI Dashboard on virtual screen
    May 08, 2023
    • Investor Services
    Learn how BBH thinks about building digital services and experiences for clients.
  • Advisor using KPI Dashboard on virtual screen
    May 04, 2023
    • Investor Services
    Jim Tessmer, BBH’s Head of Digital Product Strategy, sits down with Dave Cowing of NovusNorth to discuss how BBH considers building digital experiences for clients.
  • A Flying Through Digital Data Web Spy Tunnel, digital nodes and connection paths
    May 02, 2023
    • Investor Services
    BBH’s Denise Mak and David Weibe explain how the transfer agent, as a natural extension of the asset manager’s operating model, can facilitate an investor experience that is key to enabling growth.
  • ""

    Audio series

    April 28, 2023
    • Investor Services
    More fund managers are using many third parties to distribute their funds. In this audio series, BBH’s Head of Distribution Intelligence, Killian Lonergan, shares insights on how to navigate the complex ecosystem and joins industry specialists to take a closer look at the key areas of concern.
  • ""
    April 17, 2023
    • Investor Services
    Ricky Ellis, Head of BBH FX Sales EMEA, assesses the impact of U.S. T+1 on the FX market and key considerations for asset managers.
  • ""
    April 10, 2023
    • Investor Services
    The impacts of shortened settlement cycles in the U.S. are critical to asset managers and banks globally. What can you do now to prepare for the change?
  • ""
    • Investor Services
    A look at a decade of evolution and product innovation in ETFs, and how investors are selecting and utilizing the expanding ETF toolkit to meet market shifts.
  • ""
    March 28, 2023
    • Investor Services
    The goal of the European Long-Term Investment Fund to provide much needed funding for small and mid-cap private companies has not been met yet, but a redesign could change that, write Holly Gardner and Adrian Whelan
  • Neon globe star orbit shiny light
    • Investor Services
    Starting a transformation program can be daunting, but with the right formula organizations can deliver real business value.
  • ""
    March 20, 2023
    • Investor Services
    As global markets continue evolving for T+1 settlement cycles, BBH is working with clients to help them optimize their operating models and support their readiness for this major industry shift.
  • Advisor using KPI Dashboard on virtual screen
    March 08, 2023
    • Investor Services
    Jim Tessmer, BBH’s Head of Digital Product Strategy, sits down with Dave Cowing of NovusNorth to discuss how BBH considers building digital experiences for clients.
  • Dynamic wave of glowing particles
    March 06, 2023
    • Investor Services
    For asset managers, ensuring that their distribution, the experience they give to their clients, and their product diversification are fit for operating in a new environment is critical. At the inaugural BBH Insights Exchange event, industry experts discussed challenges that firms may face and how they can adapt.
  • FXQ1 2023: What WIll Steer Rates in 2023?
    February 03, 2023
    • Investor Services
    In 2023’s first FX quarterly, strategists examine the Fed’s pivot and China’s reopening. Here is a synopsis of what is included in this quarter’s outlook.
  • ""
    December 15, 2022
    • Investor Services
    Participants in our latest webinar heard that to retain and attract investors, it is critical that a manager aligns its people, policies and procedures to support its ESG principles.
  • European Flag in black and white

    Revisiting the Past: Alternative Funds

    February 09, 2022
    • Investor Services
    New revisions to the European Long-Term Investment Fund remove many of the regulatory and structural impediments managers face when utilizing them currently and place them neatly into the EU regulated fund structure toolkit, writes Adrian Whelan.

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com



captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction