Amid rising risk and volatility, asset managers are revisiting their approach to Net Asset Value (NAV) oversight.

Adrian Whelan walks through the European Commission's "competitiveness compass" and outlines how the EU plans to simplify rules to ignite growth.

The transition to ISO 20022 will be complete in November 2025. We’re helping you prepare for this industry change.

From DORA and T+1, to AI and the SEC, Adrian Whelan is looking at the latest regulatory trends set to impact 2025.

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.

We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.

BBH’s Derek Coyle provides a refresher on key elements of T+1 and answers questions from our Talking T+1 webinar series.

Adrian Whelan sums up what is at stake for firms and their service providers.

Optimizing your affirmation model in a T+1 Settlement Cycle.

Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.

A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.

BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.

Adrian Whelan assesses global regulators’ rapid responses to tech disruption, geopolitics and volatility, where industry differs in opinions on the changes, and the importance of seeing both sides to promote growth and safety in capital markets.

Adrian Whelan, Global Head of Market Intelligence, recently sat down with Amy Matsuo, Principal and Leader, Regulatory Insights at KPMG, to discuss the main SEC regulatory drivers for the U.S. market in 2024.

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.

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.

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.

With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.

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.

The ESG disclosure regime has had a significant impact on funds in Europe since implementation in March 2021. Now, policymakers are reassessing.

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.

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.

Making tactical decisions at the expense of more strategic approaches would be a missed opportunity. Keith Haberlin shares how to optimize your operating model for shorter settlement cycles.

New revisions to the European Long-Term Investment Fund remove many of the regulatory and structural impediments managers face when utilizing them currently and place them neatly into the EU regulated fund structure toolkit, writes Adrian Whelan.