Audio series

Simplifying Cross-Border Fund Distribution

June 22, 2023
  • Investor Services
More fund managers are using many third parties to distribute their funds. In this audio series, BBH’s Head of Distribution Intelligence, Killian Lonergan, shares insights on how to navigate the complex ecosystem and joins industry specialists to take a closer look at the key areas of concern.

Series 2

Join Killian Lonergan and industry specialists as they dive further into the distribution ecosystem and take a closer look at fund fee structuring, distributor due diligence, and the use of platforms in manager’s cross-border distribution strategies.  

Episode 1: Understanding Fund Fees
Killian meets with Laura Guthrie, Research Director at Fitz Partners, to put fee structuring into a broader context using data.

Episode 2: Smarter Due Diligence
Killian asks Laurent Denayer, CEO at due diligence solutions provider UME, how managers can keep the distributor diligence process and ongoing checks as pain free for their clients as possible.

Episode 3: Working with Platforms 
Killian Lonergan and Fabrice Vallat, Head of Asset Manager Network at Clearstream, discuss the integral role fund platforms can play in helping help asset managers raise assets in the cross-border space and considerations for working with the right ones.

Series 1

Partnerships between fund managers and third parties in the distribution ecosystem are on the rise. In this four-part audio series, Killian Lonergan shares his insights on the key trends and how to manage the complexities involved.

Episode 1: Minimizing Risks and Complexity in Distribution Oversight
Killian Lonergan shares his insights on the latest trends in distribution oversight and minimizing risks.

Episode 2: To Outsource, or Not to Outsource?
Killian examines the roles within the distribution ecosystem most often filled internally by fund managers and tackles a perennial question: to outsource, or not to outsource?

Episode 3: Building the Perfect Intermediary Relationship
We explore the value of external relationships and what managers should consider when choosing their intermediaries.

Episode 4: Managing Complexities in Operations
An overview of some of the ecosystem participants involved in the operational aspects of capital raising strategies and what managers need to be aware of.  

Up Next
Up Next

Cross-Border Fund Distribution Regulations: Knowing How to Adapt

March 29, 2022
Regulations are an inevitable part of any cross-border fund distribution strategy, but the way in which firms adapt to them often dictates whether they help or hinder their European fund distribution models. BBH’s Killian Lonergan looks at three regulatory themes and the approaches that could spell success.
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