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  • 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.
  • Walking in a moulin tunnel, just like walking in a crack.
    August 02, 2021
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key factors driving global economies.
  • The Cayman Islands Flag. Flag with a beautiful glossy silk texture
    • Investor Services
    In this edition of InFocus, we answer some frequently asked questions related to new rules that certain Cayman entities must comply with in order to meet obligations under the Common Reporting Standard (CRS).
  • Abstract background with colorful spiral swirl lines, fiber data flow, 3d illustration
    June 24, 2021
    • Investor Services
    As asset managers and financial institutions map out the future of their business, asset servicers will play a pivotal role in driving ideal outcomes.
  • Pencil macro: To mark with a cross.
    • Investor Services
    In this article, we explain how managers based in Greater China can look to optimize their foreign exchange process and oversight.
  • Landscape of Guilin, Li River and Karst mountains. Located near Yangshuo County, Guilin City, Guangxi Province, China.
    • Investor Services
    As part of our eighth annual ETF Survey, we broke out Greater China respondents to outline the emerging trends in usage, selection, and demand for exchange-traded funds in the region.
  • 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.
  • Symbols for international currency.
    May 24, 2021
    • Investor Services
    More and more asset managers are reviewing operational functions like Currency Hedging and reassessing how they are managing their programs following some of the highest market volatility in years. Here, we explain some critical aspects for consideration.
  • Dark blue abstract image with the map of the world in the center, made up of dots
    May 10, 2021
    • Investor Services
    Asset Managers face different challenges and have varying experiences and views when evaluating their current FX process/program. Below are some common misperceptions we’ve heard from our clients and prospects as they are about to embark on this review.
  • Futuristic 3D outline of city blocks/towers on a grid
    • Investor Services
    A recap of the recent InvestOps Virtual Boardroom 2021 conference, which brought together executives from firms with a wide variety of investment strategies, operating models and assets under management.
  • Close-up of eagle on US one dollar bill
    April 23, 2021
    • Investor Services
    FAQs on New U.S. Withholding Tax Rules on Transfers of Interests in Publicly Traded Partnerships.
  • Blue squares on a white background
    April 21, 2021
    • Investor Services
    We surveyed private and universal banks on their thoughts about how their approach to business has changed due to working remotely and the future going forward. The survey key findings highlight the challenges, the response, and how we all see new ways of working post-pandemic.
  • 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.
  • Panoramic view of  colorful sunrise in mountains.

    ETF Innovation Continues to Open Doors for More Dynamic Investing

    March 08, 2021
    • Investor Services
    In our eighth annual ETF Survey, we outline the emerging trends in usage, selection, and demand for exchange-traded funds.
  • 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.
  • Woman running on platform to catch a train
    March 01, 2021
    • Investor Services
    The recent spate of consolidation in fund platforms in Europe is raising an important question for many asset managers: are they working with the right platform or have they spread themselves too thin?
  • wooden bridge going over water through the trees
    February 22, 2021
    • Investor Services
    Regulators must choose to boldly embrace the new, or cautiously cling to existing ways when it comes to direct retail access to mutual funds.
  • Silhouette of a cowboy on a horse with a lasso in front of a blue and orange sunset
    February 14, 2021
    Money market funds are an area under ongoing intense scrutiny ever since the 2008 global financial crisis. Delve into the SEC’s Ten Recommendations for U.S. Money Market Funds.
  • blue background with globe
    January 29, 2021
    • Investor Services
    In this edition of In Focus, we provide a comprehensive list and breakdown of local law changes impacting tax rates, documentation, and market procedures, as well as newly ratified Double Taxation Avoidance Treaties (DTAT) and protocols that result in a tax rate impact to our clients.
  • Helping hand with the a sunset sky
    January 27, 2021
    • Investor Services
    The recent 2020 U.S. election results bring new reasons to contemplate significant legislation and policy changes that will shape industry growth trends for the next decade. Could private markets be a source for post-COVID recovery?
  • Biden Administration: Regulatory Areas to Watch (Part 2)
    January 27, 2021
    • Investor Services
    In Part 2 of our OnTheRegs Biden Administration blog, we will expand on specific areas of rulemaking we will likely see at the SEC and how U.S. Asset Managers will be impacted.
  • Sticky notes stuck to a wall, each note has one word written on it that relates to 'strategy'
    January 27, 2021
    • Investor Services
    We need to change how we talk about data. As an industry, we should reject a focus on or investments in data not linked to highly specific outcomes.
  • Sunset over the water with clouds and ocean
    January 07, 2021
    • Investor Services
    Many industry commentators have marked ELTIF off as an EU policy failure. Recently, there has been several new ELTIF launches by major market players triggering lively industry debate about the future of ELTIFs, which may be more promising than before.
  • Shadow of man working at a computer with distorted images of the world map on top
    December 08, 2020
    • Investor Services
    The events of 2020 have brought the major themes affecting asset managers into sharper focus -- supporting the investment process in turbulent markets, scaling and growing the business while keeping costs down, managing a globally diversified operating model with remote staff, and engaging more effectively with the digital revolution. These themes are leading mangers to consider what really differentiates their business and how to build the optimal operating model.
  • C-Suite Asset Manager Survey cover
    December 08, 2020
    • Investor Services
    50 senior executives shared their thoughts on 2020’s unique challenges and the future of asset management
  • Exchange Thoughts - The Rise of Listed and Unlisted Share Classes
    November 09, 2020
    • Investor Services
    Thanks to evolving regulatory policy in Europe and Hong Kong, more asset managers are considering adding unlisted share classes to their ETFs. We lay out the top considerations for launching unlisted share classes on existing ETFs.
  • Cover of Foreign Exchange Magazine Quarter 4 2020 with marble
    October 14, 2020
    • Investor Services
    In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q4 2020.
  • Close up of world at night
    September 17, 2020
    • Investor Services
    The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus Q&A, we explore the key elements of DAC6.
  • Hand pushing a green handled shopping cart in a blurry grocery store aisle
    September 15, 2020
    • Investor Services
    Does private equity belong in defined contribution plans? Thanks to recent guidance from the SEC and DOL, 401(k) investors, for the first time, may be able to allocate capital to private equity. BBH recently discussed the opportunity for GPs and investors with Bill Kelly, CEO of CAIA.
  • Close up of glasses on blurry city background. Clean vision concept. 3D Rendering
    August 07, 2020
    • Investor Services
    The hallmark of a well-functioning anti-money laundering program (AML) is a clear delineation of roles and responsibilities. We explore how fund boards and asset managers can mitigate risk in an increasingly complex operating environment.
  • Video image of Adrian Whelan and Daniel Lawlor
    August 06, 2020
    • Investor Services
    Adrian Whelan, Senior Vice President of Regulatory Intelligence at BBH, speaks with Danny Lawlor from Aquest about the Central Bank of Ireland’s (CBI) Delegate Oversight Consultation Paper (CP86) and the CBI’s CEO mock letter that has recently made waves in the industry.
  • Foreign Exchange Outlook newsletter cover
    July 30, 2020
    • Investor Services
    In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q3 2020.
  • Video image of Adrian Whelan, Vanessa Battaglia and Jonathan Gilmour
    July 15, 2020
    • Investor Services
    BBH’s Adrian Whelan speaks with Vanessa Battaglia and Jonathan Gilmour from Travers Smith about all things regulatory reporting, deadlines, and foreign exchange and derivatives contracts.
  • Green floating monetary signs on a blue background
    May 13, 2020
    • Investor Services
    Forecasts for major and emerging market currencies through Q4 2020.
  • Empty yellow train seats
    May 13, 2020
    • Investor Services
    We created a simple 5-factor model to evaluate the restrictions imposed by different countries, how they compare in terms of severity of lockdown, and where they are heading in the spectrum of reopening. The scale we use measures grade restrictions from 1 (open) to 4 (closed) across the following factors: (a) schools, (b) non-essential businesses, (c) borders, (d) social distancing and (e) severity of penalties/prosecution.
  • Colorful people wearing white masks
    May 13, 2020
    • Investor Services
    We discuss the key economic developments for Brazil, South Africa, South Korea, and China.
  • Scattered wooden jenga pieces on a wood background
    May 13, 2020
    • Investor Services
    As the coronavirus surges across the world, governments are taking unprecedented measures in order to protect their citizens and their economies and reduce its potential long-term effects on society as a whole.
  • The earth from space
    May 13, 2020
    • Investor Services
    This edition of our FX quarterly comes out a little later than usual. As March turned into April, there were simply too many uncertainties and unknown developments for us to make any sort of big picture calls with any degree of clarity or certainty. Those two months saw a flurry of policy responses around the globe that we will recount here.
  • Foreign Exchange Outlook newsletter cover
    May 13, 2020
    • Investor Services
    In the latest FX Quarterly, our strategists recount the flurry of global policy responses around the world to the ongoing COVID-19 crisis. We also provide our outlook on developed and emerging markets in Q2 2020.
  • Staying connected webcast on blue background with the sun shining
    May 05, 2020
    • Investor Services
    BBH leaders from business transformation, fund accounting, and technology teams discuss how AI can help with operational resilience in times of high market volatility.
  • fintech icons  on abstract financial technology background represent Blockchain and  Fintech Investment on Earth
    May 04, 2020
    • Investor Services
    Tax Transparency presents unique considerations, opportunities, and implementation challenges to funds.
  • Staying Connected Webcast written in white on a black background with blue sketched earth
    May 01, 2020
    • Investor Services
    In this edition of Staying Connected, Bob Stewart, Head of Global Custody Product, joins Adrian Whelan, Head of Regulatory Intelligence, to discuss some of the many ways the COVID-19 crisis is impacting operational processes across the industry.
  • 0's and 1's Shooting up Towards The Shining Sun Within an Office Building
    April 29, 2020
    • Investor Services
    In a time of pronounced market volatility, has artificial intelligence (AI) delivered on its central promise of enabling better decision-making? Using BBH’s Anomaly NAV Tracking System (ANTS) as a case study, the answer is an emphatic yes. But that doesn’t mean there aren’t challenges. Here’s what we have learned the past few weeks.
  • blue and red design
    April 29, 2020
    • Julie Hubbard
    • Investor Services
    In this Staying Connected video, we explore the operational implications of cancelled dividends.
  • Circuit board futuristic code processing on yellow, blue and purple background
    • Investor Services
    TALF, a market intervention program from the 2008 financial crisis to keep loans flowing to businesses, has been revived by the Fed. Time is of the essence and getting in early is key.
  • Shadow of 5 employees working together in the office with constellations infront banner
    April 21, 2020
    • Investor Services
    In this webcast edition of Staying Connected, the BBH alternative fund experts share their insights into how the COVID-19 crisis is impacting asset managers and asset owners of alternative funds.
  • view of world
    April 07, 2020
    • Investor Services
    In this webcast edition of Staying Connected, BBH’s Foreign Exchange team looks at the impact of COVID-19 on global markets and the top considerations for managing FX volatility.
  • Green and white dots connected by lines
    • Investor Services
    How has the ETF structure held up against historic volatility? In short: exactly as designed.
  • Staying Connected Webcast written in white on a cartoon nature background
    • Investor Services
    In this webcast edition of Staying Connected, BBH’s global ETF team looks at how the ETF structure has held up amid historic market volatility.
  • Hand of coach drawing American football strategy with black marker on white background
    March 24, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.
  • Blue communication lines surrounding the top of Earth against a black background
    March 24, 2020
    • Investor Services
    Listen to BBH’s Adrian Whelan, Head of Regulatory Intelligence, and Orla Foley, Head of Relationship Management Europe, discuss the regulatory response to the COVID-19.
  • marble columns at Supreme court Washington DC
    March 20, 2020
    • Investor Services
    Global regulators continue to react to the various undulations of the markets caused by the ongoing COVID-19 emergency. That’s a bit of an understatement – the response so far has been nothing short of frenzied.
  • Global world telecommunication network with nodes connected around earth
    March 10, 2020
    • Investor Services
    What the recently revised beneficial ownership rules of Russia, South Korea, Poland, and Austria mean for investors.
  • Downtown Georgetown overlooking Caribbean sea
    March 04, 2020
    • Investor Services
    New legislation, which expands on one existing law and introduces another, aims to solidify the Cayman Islands as a leading domicile for global investment funds by aligning its investment fund regulatory regime with other jurisdictions.
  • Cartoon spruce trees surrounding a light green path with mountains in the background
    • Investor Services
    2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path.
  • Cartoon spruce trees surrounding a light green path with mountains in the background
    • Investor Services
    2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path.
  • 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.
  • Christiane Vejlo
    June 28, 2019
    • Investor Services
    BBH’s Ainun Ayub speaks with futurologist Christiane Vejlø about how businesses are adapting quickly to change their relationship with technology and the key roles that diversity and inclusion play in future success across all industries.

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