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  • Birds eve view of the sea with abstract ESG icons and numbers featured over the top
    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.
  • green abstract background with clock overlay
    November 08, 2022
    • Investor Services
    What’s needed before a region with 41 trading exchanges and 31 settlement infrastructures can consider a shorter settlement cycle?
  • October 25, 2022
    • Investor Services
    The U.K.’s Long Term Asset Fund initiative could be a strategic solution for pension schemes amid future volatility.
  • Looking up night view in road intersection of shinjuku, the silhouettes of skyscrapers reflect twilight sky in Tokyo, Japan
    October 13, 2022
    • Investor Services
    As an outlier in a world of rising interest rates, and as investment behaviour evolves, Japan offers a growing opportunity to Western asset managers eyeing the ¥2,023 trillion* household savings market. BBH’s Japan team shares how they can best access that opportunity.
  • Steel brain with wires and cables. 3D illustration
    September 26, 2022
    • Investor Services
    What is now needed to meet the next generation of ESG investors? Adrian Whelan unpicks the title of a session at Sibos, where he will be speaking next month.
  • Postcard collage from London in England, United Kingdom
    September 01, 2022
    The U.K. Financial Conduct Authority (FCA) has opened a public consultation which seeks to reshape the rules around marketing of Long-Term Asset Funds (LTAFs) to allow access to a wider group of retail investors and pension schemes.
  • illustrated jungle background
    August 23, 2022
    • Investor Services
    Banks, asset managers and insurers operating in the EU will be subject to new rules intended to boost the security and resiliency of the financial sector. Adrian Whelan maps out what asset managers need to know.
  • Aerial view of heavy truck on a narrow twisting road
    July 20, 2022
    • Investor Services
    Managers and distributors are increasingly obligated to engage investors on their ESG appetite. Adrian Whelan sets out the MiFID II Sustainability Preferences and other factors that firms should consider.
  • Drone view at windpark westermeerdijk a windmill farm in the lake IJsselmeer the biggest in the Netherlands
    June 24, 2022
    • Investor Services
    Simo Liu sits down with Adrian Whelan to discuss three ESG themes including global taxonomies, corporate governance and point of sale rules.
  • Cropped image of an unrecognizable businessman pulling out his empty pocket
    June 13, 2022
    • Investor Services
    With the curtailment of trading in Belarusian, Russian and Ukrainian securities, fund liquidity is high on asset managers’ agendas. BBH’s Adrian Whelan addresses some of the key questions around use of side-pockets for UCITS funds.
  • Landscape of beautiful sunset in the desert. View of high sandstone hills and dramatic cloudy sky
    April 27, 2022
    • Investor Services
    Regulatory reporting proposals could have significant consequences for private fund advisors, writes BBH’s Adrian Whelan.
  • Futuristic portal or tunnel
    April 25, 2022
    • Investor Services
    BBH’s Adrian Whelan looks at three significant points from the SEC’s recent proposals for new cybersecurity related rules.
  • Aerial view green forest foliage summer warm sunlight. Natural green background.
    March 31, 2022
    • Investor Services
    BBH’s Adrian Whelan looks at the primary proposals from one of the most significant U.S. climate related policy actions to date and the practical implications for asset managers.
  • 2022 Regulatory Field Guide: Revisiting the Past, Managing the Present, Embracing the Future
    February 09, 2022
    • Investor Services
    The regulatory environment across the globe is as dynamic as any time in the last decade. We bring you this guide to light a path on your regulatory journey for 2022.
  • Overview of Machu Picchu, agriculture terraces and Wayna Picchu peak in the background
    January 12, 2022
    2 min read
    • Investor Services
    BBH hosted a webinar of cross-border fund experts to discuss the potential of the Latin American market and provide guidance on the best ways to market and distribute to local investors.
  • Location marking with a pin on a map with routes
    November 18, 2021
    • Investor Services
    As the U.K. embarks on its post-Brexit regulatory journey, ESG is an area of policymaking where the rules are being framed to be similar but not the same as those of the E.U. These areas of divergence will occupy many asset managers’ minds as they look to compare and contrast rulesets, writes Adrian Whelan.
  • Dresden old town skyline along the Elbe river with reflection during evening twilight. Germany.
    November 15, 2021
    • Investor Services
    BBH hosted a webinar of cross-border fund experts to discuss the potential of the German market and provide guidance on the best ways to market and distribute to local investors.
  • Aerial view of morning mist at tropical rainforest mountain, background of forest and mist
    October 20, 2021
    • Investor Services
    The U.S. Department of Labor has taken a significant step towards the integration of environmental, social and governance (ESG) considerations in pensions management. BBH’s Adrian Whelan sets out how the proposed rule reverses previous barriers to investment.
  • Image of a business woman thinking with blue abstract graphics around her face
    August 23, 2021
    • Investor Services
    SPACs have existed in the United States since the early 2000s, but they have enjoyed a resurgence in popularity recently, and in spite of a slight cooling of SPAC launches they remain one of the most discussed trends across the market. Here we take a whistle-stop tour through the various aspects of the rise of the SPAC.
  • Poyabbrücke im Bau, Freiburg, Schweiz
    August 09, 2021
    • Investor Services
    In a recent speech, SEC Chairmen Gensler returned to a corner of the market he knows extremely well, speaking at length about security-based swaps (SBS) reform.
  • 3d Wooden Puzzle Cube
    August 02, 2021
    • Investor Services
    The EU’s Sustainable Finance Disclosure Regulation (SFDR) is unquestionably one of the most complex implementation projects asset managers operating in Europe have ever been tasked with.
  • Paris cityscape; Eiffel Tower
    June 29, 2021
    • Investor Services
    ESMA's recently released Annual Report covers several areas of focus for regulators in the next few years to come. Here, we break down the top 10 things to know about the future of ESMA.
  • video zoom of Adrian Whelan and Lata Vyas
    June 08, 2021
    Adrian Whelan sits down with Lata Vyas to discuss the latest development in the ELTIF and how it is finding ways to make private markets available to a broader market.
  • Humanoid robots dressed as businessmen
    June 02, 2021
    • Investor Services
    Regulators are reviewing how gamification and other tech led sales techniques sit within their Regulation Best Interest framework after the recent Robinhood/GameStop events. Here, we discuss their considerations.
  • Dog reading a newspaper
    May 24, 2021
    • Investor Services
    There is some good news and some bad news regarding the Packaged Retail Investment and Insurance Products (PRIIPs) regulation. Here, we explain the updates and the five pain points that remain.
  • A man and a woman doing pullups on the same bar in a gym
    May 10, 2021
    • Investor Services
    The global COVID-19 pandemic has brought the topic of operational resilience to the top of the agenda for regulators worldwide. Here, we sum up some of the common areas of focus among the open operational resilience regulatory assessments and how they are influencing policymakers' actions going forward.
  • acronym word cloud on light blue background
    May 04, 2021
    • Investor Services
    Environmental, Social, and Governance (ESG) is one of the hottest topics in asset management, and just the start of many acronyms thrown around regularly. Here we discuss the latest ESG acronym: Corporate Sustainability Reporting Directive, or CSRD.
  • set of various plates of food isolated on white background, top view
    April 19, 2021
    • Investor Services
    We explain some of the top issues likely to ensure Mr. Gensler doesn’t get a whole lot of a “honeymoon period” when he takes his seat at the head of the SEC table. One thing is for certain, he starts his tenure with a full plate.
  • Pile of colorful sticky notes with hand drawn question marks. It is a seamless background which was created with adhesive note papers.
    April 16, 2021
    • Investor Services
    In the final part of our three part series on fund liquidity, we focus on the recently published report from European Securities and Markets Authority (ESMA) on its study of UCITS liquidity risk management.
  • Question mark shape cut out in a white post-it-note on a blue gradient background
    April 14, 2021
    • Investor Services
    In Part Two of our three part series on fund liquidity, we focus specifically on European Money Market Funds.
  • Yellow post-it-note pinned to a board with 'What if?' written on it
    April 12, 2021
    • Investor Services
    In Part One of a three part series on fund liquidity, we discuss the important “what if” questions regulators are posing currently.
  • Two men shake hands in front of British flag and European flag
    April 06, 2021
    • Investor Services
    Despite certain points of tension across the asset management industry in the lead up to Brexit, overall things have been pretty calm in the wake of the “divorce”. Here, we discuss the latest Memorandum of Understanding and what it could mean for the industry.
  • Signpost in the mountains pointing way to mount everest b.c., Khumbu glacier and prayer flags, Everest area, Nepal
    March 29, 2021
    • Investor Services
    The first phase of the E.U.’s Sustainable Finance Disclosure Regulation (SFDR) focused on adherence to the E.U.’s ESG agenda, representing the industry’s arrival at basecamp. We outline the three remaining challenges as the focus now turns to the detailed SFDR RTS and Taxonomy alignment.

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