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With less than a year to go before the September 2020 deadline for Shareholder Rights Directive II (SRD II) implementation, industry participants such as intermediaries, asset managers, brokers, and financial institutions are asking “How do I ...
As data use cases increase, the need to service data in an efficient, scalable, and flexible way will only escalate.
For the world's largest institutional asset owners, even relatively small shifts in their asset allocation models have an outsized impact on the investment industry. Here’s a look at who makes up those asset owners.
When the UN’s PRI requirements take effect six months from now, the world will be watching to see how sustainable these new rules are.
This edition of Exchange Thoughts, in partnership with K&L Gates, discusses the legal, business, and operational considerations for turning a mutual fund into an ETF.
We outline success factors for COOs considering AI and machine learning implementation.
Artificial intelligence (AI) and data were two main themes at this year’s FundForum International conference which took place in Copenhagen.
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.
Several CSDR provisions go into effect this year and will have implications for managers who invest in European securities. Yet many are still struggling to understand the implications of the regulation. Here is a look at what operations teams ...
In this edition of In Focus, we aim to clarify the requirements of the program for US-based funds and investors hoping to take advantage of the associated tax benefits.
In this edition of In Focus, we highlight the latest developments in European Union (EU) protective reclaims, answer key questions, and provide insight to investors who are considering filing.
Assisted by a lighter regulatory burden, which make them more cost effective than many similarly structured investment vehicles, the use of collective investment trusts (CITs) in US retirement plans has been accelerating at a steady clip. For plan ...
In this article, Frank Perrone, explores how margin can inform more efficient and optimized clearing programs. He analyzes the adoption of certain regulations, the overall clearing process and how different institutions support them.
BBH is pleased to provide a comprehensive summary of the major tax changes that took effect on January 1, 2019, as well as tax changes proposed for 2019 that are still pending the legislative approval process. The following includes local law ...
Ambiguity still exists around the tax deduction limitations for RICs under The Tax Cuts and Jobs Act of 2017 (TCJA)
Providing a high level perspective of practical alternatives for derivatives end users and how they can directly affect your business.
The 2008 financial crisis exposed to asset managers and institutional investors operational inefficiencies and critical gaps in their data strategies. Jon Vickery, Head of Strategy for BBH’s Fintech and Middle Office Products, looks at the ...
Watch our inaugural video featuring insights and perspectives on cross border funds in Japan.
This year’s ICI Tax and Accounting Conference brought us to San Diego, California for a look at how regulation and technology are changing the US asset management industry.
For asset managers both in the UK and global managers who see the potential opportunity, now is their chance to make a change. Those managers should see Brexit as a unique opportunity to shape their ideal financial product which will compete on a ...
In this video, Bob Stewart discusses the primary benefits of using the DTCC Global Custodian Direct Product. BBH's partners with our clients to reduce risk, protect data and increase processing efficiencies, in an effort to improve scalability in ...
In this video, Bob Stewart discusses the factors that drove BBH to lead the custodian bank community in supporting the DTCC Global Custodian Direct Product. Data protection, risk reduction and overall client experience continue to be areas of ...
In this video, Courtney Gavin discusses using Margin Transit Utility (MTU) to increase processing efficiencies for clients and to ensure scalable growth amidst an ever changing landscape.
Think of APIs as an interconnected highway system. City streets can take you to certain locations, but a highway will get you to anywhere you want to go – and usually faster, too.
Although the outlook for growth is favorable, operating in Europe offers distribution challenges from a regulatory and operational perspective. Here’s how asset servicers can help.
The middle office is transforming from a pass through of data into a mechanism that provides clients with actionable information, knowledge, and insights.
At a time when the financial services industry is faced with process inefficiencies, margin pressure, and growing client demand, having a technology strategy is imperative for both asset managers and their asset servicers.
As demand for ESG products continues to gain momentum, with an increasing likelihood of evolving into a requirement for most investors, asset managers will need to make key decisions around their ESG strategy.
Investment behaviour in historically conservative Japan is changing, with investors looking for new products, giving rise to opportunities for global asset managers. But how can asset managers capitalize on this situation?
Alternative funds are evolving to meet the needs of an increasing variety of investors. In this webinar, BBH experts focus on the mechanics of setting up a private debt fund, a complex structure with many operational and regulatory considerations.
At BBH, our clients are at the center of everything we do, and we seek to be at the center of what is most important to our clients.
Our 2018 US Symposium brought together asset management and technology experts to discuss digital transformation. They answered key questions about the technologies that will drive competitive edge in the years ahead.
Complex instruments and asset types, plus a growth trend driven by fee compression are pushing on the middle office. Here’s how industry leaders are striking back
Share classes are a tool that not only deliver a common investment strategy to a range of investors, but also help asset managers expand globally. While some share classes are straightforward, foreign currency share classes expose investors to FX ...
Your resource for the latest thinking on key regulatory developments in the coming year and beyond.
After a lengthy and sometimes rocky journey, the European Money Market Fund Regulation takes effect in 2018, to the relief of investment managers who have patiently awaited its implementation.
Data is one of today’s most valued commodities and regulators want to see it adequately protected. The EU’s General Data Protection Regulation sets a high bar with its aim to enhance and harmonize data protection laws.
“Wannacry,” “Petya,” “Meltdown,” and “Spectre” are not Hollywood action movies – these are just some of the recent global cyber incidents. Cybercrime is an increasingly evident threat, and one all policymakers are keen to guard against.
Following another year of rapid growth, increasing systemic importance, and complex innovations, regulators now want to take a much closer look at exchange traded funds.
Richard Withers, Head of Government Relations in Europe at Vanguard Asset Management, discusses the key issues and trends shaping the global regulatory landscape.
A regulatory shift from protection to growth paints a positive picture for the alternatives industry in 2018 and beyond.
Regulators are inching ever closer to the G20 policy goal of greater transparency in the global derivatives markets. 2018 will see the regulatory trends of 2017 both fine-tuned and enhanced.
As firms struggle with systems stability and resiliency, the need is increasing for daily administrator oversight. When it’s 6 p.m., do you know where your NAV is?