As global regulatory obligations compound shorter compliance periods with more complex data requirements, the speed, volume, and bespoke nature of regulatory reporting must continue to evolve. In order to thrive, asset managers need to harness the ...

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.

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.

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.

In this edition of InvestorView, we look at the intersection of families, wealth and communication, provide an update on current market conditions and our portfolio, break down quality investing and discuss using philanthropy to pass down family ...

In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing ...

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

Senior Investment Analyst Riley Scripps Ford takes a deep dive into what we mean when we talk about “quality” investing.

Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.

Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.

Alternative funds have been a fast-growing segment of the asset management industry – in large part due to a search for attractive returns. While alternative funds may offer diversification benefits, they often come with practical complexities ...

In this issue of Women & Wealth Magazine, we focus on how to make ourselves, our families and our businesses more secure.

In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role ...

Our “By the Numbers” infographic explores the state of cybercrimes and offers a guide to securing your digital life.

BBH Wealth Planner Karin Prangley and Relationship Manager Edward Oh provide advice on how to create a family social media policy and share guidelines to improve your digital safety.

We highlight the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.

BBH Relationship Manager Laura Salibello provides steps to take to prepare your child for the responsibility of getting a credit card.

In “Five Questions,” Krista Tippett, the creator and host of the public radio program and podcast “On Being,” tells us about her time as a foreign correspondent and aide to the U.S. ambassador in Berlin and discusses what she hopes her listeners ...

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.

Tax Cuts and Jobs Act of 2017 - Taxable Year of Inclusion

In our latest FX Quarterly, our strategists provide their views on major events across Developed and Emerging markets in Q3 2018.

Investors should prepare to navigate numerous issues in Q3, including US monetary policy, trade and tariff talk, and ongoing Brexit negotiations.

The brewing trade war informs our EM outlook.

Profiles of Brazil, Mexico, South Africa, Turkey, and Indonesia.

Forecasts for Major and Emerging Market currencies through Q2 2019.

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?

Insurance-affiliated asset managers may have a great opportunity to create ETFs as a lower cost option to supplement their strategies and distribute into their captive annuity channel.

Visionary entrepreneur, gender equality campaigner, and Obelisk Support CEO Dana Denis-Smith talks about her drive to innovate, create new ways of working, and proactively sponsor women entrepreneurs.

In the second quarter 2018 issue of Owner to Owner, we speak with John and Sue Leone of Bonney Forge, examine family business decision-making with BBH Senior Advisor Ellen Perry, discuss recapitalizations in a family business and review the ...

Tom Martin, Michael Mazur 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 father-daughter duo John and Sue Leone of Bonney Forge to discuss how the company evolved into a family business, what it is like to work with family members and how they ...

We speak with Ellen Perry, a Senior Advisor to BBH, to discuss the complexities around decision-making in a family business, how families can overcome decision blockers and the tools families can use to foster better decision-making.

Benjamin Persofsky, John Secor and Brett Sovine address the different types of recapitalizations and what to consider when evaluating one. In addition, they zero in on shareholder reorganizations, a common form of recapitalization for families ...

Our survey results show how European ETF managers can use education to stand out from the crowd.

In this issue of the Commodity Markets Update, we examine steel and aluminum tariffs, regulations in the shipping industry, this past winter’s cold front and the electric vehicle revolution.

Benjamin Durfee and Jay Foraker examine the main drivers supporting positive trends in the steel industry and outline the implications that President Trump’s tariffs will have on the domestic steel market.

Ben Macaskill discusses how the announcement of tariffs and sanctions in March and April has unsettled aluminum markets.

John Harms looks at the new IMO 2020 regulation, which caps the amount of sulfur content allowed in the fuel used to power ships, and its impact on shippers and refiners.

Henry Goldman discusses how regional power and gas markets fared during this past winter’s cold front.

Lewis Hart sits down with James Calaway, the chairman of Global Geoscience, to discuss the growth in lithium demand, what it will take to ramp up supply and how lithium is driving the electric vehicle revolution.

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.