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
  • 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.
  • 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.
  • ""
    May 03, 2024
    • Investor Services
    Adrian Whelan sums up what is at stake for firms and their service providers.
  • ""
    March 20, 2024
    • Investor Services
    A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.
  • ""
    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.
  • 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.
  • 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.
  • 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 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.
  • ""
    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?
  • ""
    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
  • ""
    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 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.

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