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.

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

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.

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?

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

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.

What’s needed before a region with 41 trading exchanges and 31 settlement infrastructures can consider a shorter settlement cycle?

The U.K.’s Long Term Asset Fund initiative could be a strategic solution for pension schemes amid future volatility.

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.

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.

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.

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.

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.

Simo Liu sits down with Adrian Whelan to discuss three ESG themes including global taxonomies, corporate governance and point of sale rules.

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.

Regulatory reporting proposals could have significant consequences for private fund advisors, writes BBH’s Adrian Whelan.

BBH’s Adrian Whelan looks at three significant points from the SEC’s recent proposals for new cybersecurity related rules.

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.

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.

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.

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.

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.

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.