2020 was a year of profound disruption, which tested not only the resiliency of the financial services industry but the entire global community. In our inaugural C-Suite Asset Manager Survey, we explore the challenges presented by 2020 and how our ...

In the latest FX Quarterly, our strategists highlight the key risks driving global economies, including the ongoing COVID-19 crisis and the transition to a new administration in the U.S. We also provide our outlook on developed and emerging ...

In a year defined by uncertainty, ETF growth continued unabated. In this Exchange Thoughts article, we reflect on the major ETF themes of 2020 and highlight what to expect in 2021.

BBH Partner, Chris Remondi, gives an overview of the C-Suite Asset Manager Survey.

In the second half of 2020, BBH held senior-level discussions with 50+ CEOs, CFOs, COOs, and senior executives. In aggregate, these C-suite interviewees oversee more than 18 trillion assets under management (AUM), in a variety of strategies ...

Outsourcing, efficiency improvements, and new product developments accelerate industry change.

Thanks to evolving regulatory policy in Europe and Hong Kong, more asset managers are considering adding unlisted share classes to their ETFs. We lay out the top considerations for launching unlisted share classes on existing ETFs.

In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q4 2020.

Following years of industry advocacy and consultation, the Irish Government recently approved the text and publication of the Investment Limited Partnerships (Amendment) Bill 2020 (the Irish ILP Bill). The legislation could make Ireland a more ...

The hallmark of a well-functioning anti-money laundering program (AML) is a clear delineation of roles and responsibilities. We explore how fund boards and asset managers can mitigate risk in an increasingly complex operating environment.

In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q3 2020.

Securities lending demand faced unprecedented challenges in the first half of 2020. Despite the market turbulence, we remain cautiously optimistic, even as the election cycle ramps up in the U.S. Here we look back at the first half of 2020 and ...

In this article, first published in Private Debt Investor magazine, Ainun Ayub, Head of Alternatives Product for Europe and Asia, discusses how the COVID-19 pandemic is leading many LPs to reassess the strategies they need from their private debt ...

Listen to our foreign exchange experts discuss the key drivers and risks for the economy in Q3 2020.

Adrian Whelan, Head of Regulatory Intelligence at BBH, recently had the pleasure of virtually meeting with Lora Froud, Partner at Macfarlanes, to discuss the growing focus in asset management on retail investor access to less liquid alternative ...

BBH’s Andrew Ritchie led a panel of experts, including Diala Minott of Paul Hastings, Milko Pavlov of Houlihan Lokey, and Tim West of EY on the topic of distressed debt. Listen to the full replay of the webinar below.

While streamlining their operating models remains a key strategic objective for asset managers, how are the impacts of the lock-down changing their approach and priorities?

Inflation protection is perhaps the last thought in investors’ minds. But as the economy reopens, supply chains become more regional and resilient, and economic policies remain supportive of aggregate demand, inflation is likely to recover over ...

In the latest FX Quarterly, our strategists recount the flurry of global policy responses around the world to the ongoing COVID-19 crisis. We also provide our outlook on developed and emerging markets in Q2 2020

We discuss the key economic developments for Brazil, South Africa, South Korea, and China.

We created a simple 5-factor model to evaluate the restrictions imposed by different countries, how they compare in terms of severity of lockdown, and where they are heading in the spectrum of reopening. The scale we use measures grade ...

In this webcast edition of Staying Connected, the BBH alternative fund experts share their insights into how the COVID-19 crisis is impacting asset managers and asset owners of alternative funds.

Listen to BBH’s Adrian Whelan, Head of Regulatory Intelligence, and Orla Foley, Head of Relationship Management Europe, discuss the regulatory response to the COVID-19.

As ESG products continue to gain favor among global investors, the EU is leading the way to common ESG standards. Will the rest of the world follow suit?

New legislation, which expands on one existing law and introduces another, aims to solidify the Cayman Islands as a leading domicile for global investment funds by aligning its investment fund regulatory regime with other jurisdictions.

2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path

ETFs Continue to Chart a New Path

Securities lending demand faced several headwinds in 2019. In 2020, we remain cautious, particularly as we enter an election year in the US. Here we take a look back at 2019 drivers and explore the year ahead.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2020.

With the two biggest tail risks – the trade war and Brexit – seemingly addressed, markets are embracing the improved global outlook.

Emerging markets (EM) should enjoy a period of relative calm from external factors until the electoral cycle picks up in the US.

A recent decision by one of the world's largest pension funds to pause their securities lending program has provoked questions about whether the two disciplines can co-exist in an ESG context. How can firms strike the right balance?

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.

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.

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, we look at key alternative asset classes and how large investors are ...

Walk through the highlights of BBH's sixth annual global ETF survey and explore our key findings.

Since 2014, Precidian Investments has sought Securities and Exchange Commission (SEC) approval for a new kind of active exchange-traded fund (ETF) that does not disclose its daily holdings. No longer.

BBH experts focus on key trends, changing investor sentiment, and explore areas of innovation in the dynamic ETF marketplace.

In BBH's sixth annual global ETF survey, investors across the US, Europe, and Greater China ranked historical performance as one of the most important criteria when selecting an ETF.

BBH Senior Vice President Ryan Sullivan spoke with Scarlet Fu on Bloomberg’s ETF IQ about our sixth annual ETF survey and the latest trends in the ETF industry.

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 ...

Shining Through: ETF Opportunities in Greater China

Shining Through: ETF Opportunities in Greater China

A straightforward process or a game of Snakes and Ladders?

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.

Watch our Cross Border Insight video featuring insights and perspectives on Alternative Funds.

In this article, BBH examines the evolving implications of uncleared initial margin rules.