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  • ""
    June 04, 2024
    • Investor Services
    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.
  • ""
    May 22, 2024
    • Investor Services
    BBH’s Derek Coyle provides a refresher on key elements of T+1 and answers questions from our Talking T+1 webinar series.
  • ""
    May 03, 2024
    • Investor Services
    Adrian Whelan sums up what is at stake for firms and their service providers.
  • ""
    April 04, 2024
    • Investor Services
    Optimizing your affirmation model in a T+1 Settlement Cycle.
  • ""
    March 21, 2024
    • Investor Services
    Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.
  • ""
    March 20, 2024
    • Investor Services
    A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.
  • ""
    February 21, 2024
    • Investor Services
    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.
  • February 16, 2024
    • Investor Services
    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.
  • February 16, 2024
    • Investor Services
    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.
  • ""
    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.
  • Abstract stream information with circles array and binary code
    October 23, 2023
    • Investor Services
    With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.
  • 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.
  • ""
    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.
  • 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.
  • ""
    June 14, 2023
    • Investor Services
    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.
  • ""
    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
  • ""
    March 20, 2023
    • Investor Services
    As global markets continue evolving for T+1 settlement cycles, BBH is working with clients to help them optimize their operating models and support their readiness for this major industry shift.
  • 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.
  • ""
    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.
  • ""
    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.
  • ""
    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.
  • European Flag in black and white

    Revisiting the Past: Alternative Funds

    February 09, 2022
    • Investor Services
    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.

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