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.

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, uncharted territory.

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

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

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

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.

Investment managers are faced with increased pressure to assess whether their foreign exchange programs deliver value to their stakeholders and achieve optimal performance. Unfortunately, many managers view trade execution to be the only factor ...

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

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.

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 Cross Border Insight video featuring insights and perspectives on the NSCC.

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 ...

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 ...

Raising the Bar in Currency Administration

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

As the European market matures, managers must think outside the box to expand their horizons. BBH’s Andrew Ritchie spoke with Private Debt Investor to explain the risks and rewards of diversifying.

As part of this year’s European Sustainable Investment Summit in London there was a large focus on diversity in the funds industry. BBH’s Chief Global Regulatory and Market Strategist, Carla Jane Findlay-Dons, moderated a panel focused on ...

By our assessment, roughly 80% of ETF workflows resemble that of a mutual fund. Here’s how asset managers can handle the 20% that is new and different to their business.

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.

While many of the European private equity market’s most talked about trends are not going away anytime soon, a new set of trends stood out at a recent conference.

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 ...

More than a year in the making, the CBI issued revised ETF policy decisions in the form of the “CBI Feedback Statement.”

Ten years on from the financial crisis, securities lending is more relevant than ever.

For asset managers looking to setup a private debt fund, the domicile of the fund, operational complexities of originating loans, data reporting, and transparency procedures should all be evaluated as part of their entry strategy into the market.

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.

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 ...

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.

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 ...

Almost a decade on from the initial attempt, the US Securities and Exchange Commission (SEC) has proposed a new rule that will make bringing an ETF to market faster and less expensive. The long-awaited proposal also pitched the industry a couple ...

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.

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

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

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

Our survey results show ETF opportunities in Greater China are ready to grow.

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 ...

Our survey results show ETF opportunities in Greater China are ready to grow.

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.