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  • 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.
  • Cyber security and global communication concept.
    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 30, 2023
    • Investment Management
    Portfolio Managers, James Evans & Jorge Aseff, provide an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
  • ""
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Core Plus Fixed Income Strategy.
  • Financial chart and rising graph with lines and forex candlesticks
    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.
  • Advisor using KPI Dashboard on virtual screen
    May 08, 2023
    • Investor Services
    Learn how BBH thinks about building digital services and experiences for clients.
  • ""

    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.
  • 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.
  • 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.
  • ''

    Audio series

    March 07, 2023
    • Investor Services
    Industry specialists share what firms need to do to prepare for the adoption of a new messaging standard, as well as the downstream benefits and impacts.
  • 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.
  • Business people, managers, employees discussing strategy for achieving goal and success.
    January 25, 2023
    • Investor Services
    BBH’s global securities lending team shares its demand predictions.
  • ""
    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.
  • ""
    November 11, 2022
    • Investor Services
    The future of financial services is a story of two races: a race to automate for scale and resiliency, and a race to attract the best human capital. Winning strategies recognize that success needs both.
  • ""
    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.
  • ""
    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.
  • ""
    October 12, 2022
    • Investor Services
    As the world watches the U.S. market plan for a T+1 cycle for securities settlement, others are assessing similar moves. BBH sets out the main process areas in the securities trade lifecycle that will be impacted by shorter settlement cycles and what you need to do now to prepare.
  • ""
    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.
  • Illuminated staircase
    August 03, 2022
    • Investor Services
    As the investment landscape in Japan continues to evolve, BBH Relationship Manager Tomoko Kenny asks SMTAM's David Semaya how his firm is addressing three global themes and how Western asset managers can enter this market with the help of industry partners.
  • Spanish dictionary out of focus with area in focus by magnifying glass. Presbyopia. Older people
    July 26, 2022
    • Investor Services
    In September 2022, the final phase of the regulation on posting and collecting collateral as initial margin for OTC derivatives takes effect and will mainly impact the pension fund and traditional asset manager community. Derek Coyle discusses the scope of the sixth and final phase of the Uncleared Margin Rules (UMR).
  • 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.
  • Chess pieces on a digital board.
    July 11, 2022
    • Investor Services
    Nick King, Head of ETFs at Fidelity International, heeds the findings of the BBH ninth annual global ETF investor survey.
  • 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.
  • A photo of Nan Lian Garden in Hong Kong
    June 10, 2022
    • Investor Services
    A BBH-hosted webinar examined the key components influencing a successful UCITS distribution strategy in the Asia-Pacific region.
  • Businessman shaking hands together in corridor
    June 09, 2022
    • Investor Services
    At IMpower FundForum in Monaco, participants zoomed in on the democratization of private assets and the role of service partners, technology, and innovation in driving future growth.
  • Dark stylish speedometer with needle moving to the year 2022
    June 07, 2022
    • Investor Services
    Post-pandemic concerns and the Russia-Ukraine conflict have not deterred investors from flooding into exchange-traded funds. At FundForum, BBH’s Antonette Kleiser shared highlights of our recent Global ETF Investor Survey.
  • tea plantations sunset
    • Investor Services
    2022 marks our fifth annual survey of ETF investors in Greater China where we highlight emerging trends in usage, selection, and demand for ETFs in the region.
  • male hand squeezes a sponge for washing with water and drops fall down concept on a light blue background
    April 27, 2022
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key factors driving global economies.
  • 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.
  • Abstract technology background, big data digital  line wave business concept
    April 11, 2022
    • Investor Services
    With new technologies accelerating financial services’ digital transformation, BBH’s Cameron Jack and Janet Du Chenne attended FinovateEurope and report on the fundamental changes since the pandemic and evaluate the roles of incumbents and fintechs in setting the future direction of travel.
  • 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.
  • Top view of the intersecting freeway road overpass at the eastern outer ring road of Bangkok, Thailand
    March 29, 2022
    • Investor Services
    Regulations are an inevitable part of any cross-border fund distribution strategy, but the way in which firms adapt to them often dictates whether they help or hinder their European fund distribution models. BBH’s Killian Lonergan looks at three regulatory themes and the approaches that could spell success.
  • ""

    Pace of Investor Demand for ETFs Accelerates, Closing the Gap with Other Investment Products

    • Investor Services
    In our ninth annual ETF survey, we examine how investors are selecting and utilizing ETFs in their portfolios.
  • Illustration of futuristic abstract background, particle shape of waves white color on dark blue background
    January 27, 2022
    • Investor Services
    Lata Vyas explores how managers can automate to achieve a bird’s eye view of executions across their portfolios, facilitating investor access to private market assets.
  • Tile for FXQ1 2022: Global Liquidity Taps are Closing
    January 26, 2022
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key factors driving global economies.
  • Dynamic blue particle wave. Abstract sound visualization. Flow digital structure. Mesh landscape or grid data technology
    January 20, 2022
    • Investor Services
    How is an automation crusade in depositary services arming leaders with the tools to reduce complexity and manually intensive processes in alternatives investing? We explore new technologies that are underpinning this efficiency revolution and their potential to transform the industry.
  • 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.
  • Railway junction-Railroad tracks in blue background
    December 02, 2021
    • Investor Services
    Now in its second edition, this guide by BBH and K&L Gates assesses regulatory, business, and operational considerations for converting a mutual fund to an ETF and presents a case study of a recent switch.
  • 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.
  • Set of Cables micro-USB to USB on light blue background
    November 08, 2021
    • Investor Services
    The new messaging standard could unlock richer data sets across cash and payments transactions. BBH’s Shruti Aggarwal and John Wallis set out what firms should consider in their migration plan.
  • 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.
  • Sun beams through the cloud forest next to a partially lit Inca Trail
    October 15, 2021
    • Investor Services
    BBH’s Market Intelligence team reviews opportunities in Latin America and how best to access this promising market.
  • Vinyl records with colorful labels on colorful background.
    March 01, 2021
    • Investor Services
    Established in 1985, the UCITS fund structure is two years older than Rick Astley’s hit “Never Gonna Give You Up.” Ever since, investors in Europe and beyond have never given up on UCITS. We explain with a selection of the "greatest hits" from UCITS funds.
  • Railway junction-Railroad tracks in blue background
    August 21, 2019
    • Investor Services
    This edition of Exchange Thoughts, in partnership with K&L Gates, discusses the regulatory, business, and operational considerations for turning a mutual fund into an ETF.

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