2019 will be a year in which the applica­tions of purported paradigm-shifting tech­nology will be tested. Here are the trends we believe will shape asset management and asset servicing this year, and in the years ahead.

Here are five regulatory trends we believe will shape the asset management landscape in 2019.

What does 2019 have in store for alternatives? Here are five themes to follow this year:

In 2019, there’s a lot in store for ETFs – new regulations, technology, and products are all driving the market to new, unchartered territory.

Here are the top five trends we expect to see in securities lending in 2019:

With less than 45 days until the UK leaves the EU, the likelihood of a no-deal Brexit has increased, following the failure to secure political approval for the Withdrawal Agreement. With ongoing political divergence and time running out, asset ...

Shining Through: Global Investors Appear Confident in Multi-Faceted Use of ETFs

In this edition of InvestorView, we discuss what we are watching in the markets and economy as we enter 2019, provide an update on market conditions and our portfolio, look at investing for endowments and foundations and examine creditor ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at what to watch in the markets and economy in 2019.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Senior Investment Analyst Riley Scripps Ford discusses factors that come into play when investing for endowments and foundations.

Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.

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 ...

In recent years, insurance firms have been some of the fastest-growing institutional buyers of ETFs – here’s what insurers need to know when launching their own.

In this issue of Women & Wealth Magazine, we focus on philanthropy and how to maximize impact – on both our philanthropic objectives and the next generation.

In this issue’s feature article, we review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”

After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published ...

Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.

Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive ...

Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their ...

Elizabeth Hare and Laura Salibello provide tips for how to join a nonprofit board.

In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with ...

Ambiguity still exists around the tax deduction limitations for RICs under The Tax Cuts and Jobs Act of 2017 (TCJA)

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2019.

It may be the start of a new year, but markets seem reluctant to turn over a new leaf.

Profiles of China, Argentina, Brazil, Mexico, South Africa, and Turkey.

Forecasts for major and emerging market currencies through Q4 2019.

Today, some of the most successful financial service providers are seeking lessons about risk taking from an unlikely source – early stage startup companies.

Providing a high level perspective of practical alternatives for derivatives end users and how they can directly affect your business.

Do you know the extent to which your currency hedging program affects your global fund distribution strategy? Most managers do not because hedging mandates have long been without a standard method of measurement – until now.

Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent quarter.

Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent quarter.

Portfolio Manager, James Evans, provides an analysis of the investment environment and most recent quarter-end results of the U.S. TIPS strategy.

Head of Tax-Exempt Fixed Income, Gregory Steier provides an analysis of the investment environment and most recent quarter-end results of the Intermediate Municipal strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Portfolio Manager, Neil Hohmann, provides an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.

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 ...

Transaction Cost Analysis has risen to the top of the foreign exchange agenda for an increasing number of global investment managers, as it should. Measuring the quality of FX execution, once an afterthought, is quickly becoming a requirement. In ...

In recent years, multi-manager platforms have emerged as cost-effective solutions that deliver diversified returns across multiple asset classes. Here, we discuss the rise of multi-manager platforms, their operational challenges, and the functions ...

In the fourth quarter 2018 issue of Owner to Owner, we speak with former family business owner Tim Belk, examine family business governance, explore how buy-sell agreements may aid in succession planning and review the business environment.

Tom Martin, Patrick Scott and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.

In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why ...

Travis Dunn and Nicholas Maglio provide an overview of family business governance, including its definition and purpose, benefits, resource commitment and steps to begin implementation.

Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.

Hong Kong has taken notable steps this year to realize its ambition as an asset management hub for the Greater China region: introducing a new globally accepted corporate fund structure in July and signing its fourth mutual fund recognition ...

In this article, BBH explores Single Security, the joint initiative between Fannie Mae and Freddie Mac and its impacts.

In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.