In this short video, watch Bob Stewart moderate a panel of BBH subject matter experts across custody, middle office and securities lending – Derek Coyle, Aundie Jarvis, Brianna Donaldson, and Emily Lewalski – who discuss operational readiness for ...

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 ...

Tax Transparency presents unique considerations, opportunities, and implementation challenges to funds.

In this edition of Staying Connected, Bob Stewart, Head of Global Custody Product, joins Adrian Whelan, Head of Regulatory Intelligence, to discuss some of the many ways the COVID-19 crisis is impacting operational processes across the industry.

In a time of pronounced market volatility, has artificial intelligence (AI) delivered on its central promise of enabling better decision-making? Using BBH’s Anomaly NAV Tracking System (ANTS) as a case study, the answer is an emphatic yes. But ...

How has the ETF structure held up against historic volatility? In short: exactly as designed.

In this webcast edition of Staying Connected, BBH’s global ETF team looks at how the ETF structure has held up amid historic market volatility.

Scott Clemons, Chief Investment Strategist, and Suzanne Brenner, Chief Investment Officer, spoke about the economic and financial implications of the spread of COVID-19, and how Brown Brothers Harriman is managing client portfolios throughout this ...

Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.

Webinar: Endowments & Foundations

BBH Senior Advisor, Ellen Perry, shares how families can effectively cope with the stress caused by uncertainty surrounding the coronavirus pandemic.

BBH Chief Investment Officer Suzanne Brenner answers some of the frequently asked investment-related questions we have received this week following recent market volatility.

BBH Chief Investment Strategist Scott Clemons comments on the economic implications of the current social distancing mandates as a result of the recent coronavirus spread and discusses recent Fed policy changes and market action.

Concerns about the spread of the coronavirus weigh heavily on both economic and market sentiment. In our recent webinar, BBH’s Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner discuss the virus, attempts to ...

What the recently revised beneficial ownership rules of Russia, South Korea, Poland, and Austria mean for investors.

Listen to Scott Clemons, BBH Partner and Chief Investment Strategist, and Win Thin, BBH’s Global Head of Currency Strategy, discuss the implications of the recent spread of COVID-19 (Coronavirus).

In our new Strategy Insight, BBH Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner comment on the implications of the recent spread of the coronavirus. During market disruptions such as this, they stress the ...

What you need to know about tax changes this year.

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.

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

Shining Through: ETF Opportunities in Greater China

Shining Through: ETF Opportunities in Greater China

A straightforward process or a game of Snakes and Ladders?

Our Female Finance Firsts feature showcases the achievements of 12 women who were pioneers in the finance and business fields.

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

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

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)

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.

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 ...

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 ...

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?

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

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

As MiFID 2 implementation draws near, we asked five asset managers how they are preparing for the biggest regulatory change of the decade. Here is what they said.