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  • video chat with Adrian Whelan and Julia Vergauwen
    February 08, 2021
    • Investor Services
    The Sustainable Finance Disclosures Regulation (SFDR) is the important first, big step in a longer E.U. ESG journey to enshrine sustainability across the entire E.U. asset management sector. Lingering questions remain about many of the disclosure requirements and fund classification process as the March 10th deadline nears.
  • blue background with globe
    January 29, 2021
    • Investor Services
    In this edition of In Focus, we provide a comprehensive list and breakdown of local law changes impacting tax rates, documentation, and market procedures, as well as newly ratified Double Taxation Avoidance Treaties (DTAT) and protocols that result in a tax rate impact to our clients.
  • Helping hand with the a sunset sky
    January 27, 2021
    • Investor Services
    The recent 2020 U.S. election results bring new reasons to contemplate significant legislation and policy changes that will shape industry growth trends for the next decade. Could private markets be a source for post-COVID recovery?
  • Cover photo with wooden jenga blocks on a background of timber and Foreign Exchange Outlook for First Quarter 2021 written at the top.
    January 14, 2021
    • Investor Services
    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 markets in Q1 2021.
  • Exchange Thoughts, BBH's ETF Newletter
    January 14, 2021
    • Investor Services
    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.
  • Rays of sunshine breaking through a cloudy sky
    December 15, 2020
    • Investor Services
    Unprecedented, resilient, and exhausting have all been words that have characterised this challenging year. While the long lasting effects of the pandemic on the global economy has yet to be determined, there is a feeling that we are moving into the next phase of the crisis with investors increasingly refocusing on the fundamentals of their investment decisions. We look at the key drivers in our 2021 Securities Lending Outlook.
  • C-Suite Asset Manager Survey cover
    December 08, 2020
    • Investor Services
    50 senior executives shared their thoughts on 2020’s unique challenges and the future of asset management
  • Stormy sky over a field with a sunny sky off in the distance.
    November 16, 2020
    • Investor Services
    NAV oversight, validation, and contingency plans for unexpected disruptive events had been a high priority of regulators long before the onset of the global pandemic. Now, the increasing new expectations from regulators is adding a layer of personal liability to those who help oversee NAV Production.
  • Two chess pieces one with UK flag and one with EU flag facing eachother on a chess board.
    November 09, 2020
    • Investor Services
    As we approach the conclusion of the Brexit transition period, several key regulatory areas remain uncertain. The Financial Conduct Authority (FCA) recently moved to make decisions which aim to fill in some of the remaining gaps on the Brexit regulatory puzzle.
  • Exchange Thoughts - The Rise of Listed and Unlisted Share Classes
    November 09, 2020
    • Investor Services
    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.
  • Cover of Foreign Exchange Magazine Quarter 4 2020 with marble
    October 14, 2020
    • Investor Services
    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.
  • Close up of glasses on blurry city background. Clean vision concept. 3D Rendering
    August 07, 2020
    • Investor Services
    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.
  • Foreign Exchange Outlook newsletter cover
    July 30, 2020
    • Investor Services
    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.
  • Colorful Graphic Design
    June 29, 2020
    • Investor Services
    Listen to our foreign exchange experts discuss the key drivers and risks for the economy in Q3 2020.
  • Open door with the word Webinar over it
    June 16, 2020
    • Andrew Ritchie
    • Investor Services
    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.
  • Empty yellow train seats
    May 13, 2020
    • Investor Services
    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 restrictions from 1 (open) to 4 (closed) across the following factors: (a) schools, (b) non-essential businesses, (c) borders, (d) social distancing and (e) severity of penalties/prosecution.
  • Colorful people wearing white masks
    May 13, 2020
    • Investor Services
    We discuss the key economic developments for Brazil, South Africa, South Korea, and China.
  • The earth from space
    May 13, 2020
    • Investor Services
    This edition of our FX quarterly comes out a little later than usual. As March turned into April, there were simply too many uncertainties and unknown developments for us to make any sort of big picture calls with any degree of clarity or certainty. Those two months saw a flurry of policy responses around the globe that we will recount here.
  • Foreign Exchange Outlook newsletter cover
    May 13, 2020
    • Investor Services
    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.
  • Staying Connected Webcast written in white on a black background with blue sketched earth
    May 01, 2020
    • Investor Services
    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.
  • Shadow of 5 employees working together in the office with constellations infront banner
    April 21, 2020
    • Investor Services
    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.
  • view of world
    April 07, 2020
    • Investor Services
    In this webcast edition of Staying Connected, BBH’s Foreign Exchange team looks at the impact of COVID-19 on global markets and the top considerations for managing FX volatility.
  • Green and white dots connected by lines
    • Investor Services
    How has the ETF structure held up against historic volatility? In short: exactly as designed.
  • Staying Connected Webcast written in white on a cartoon nature background
    • Investor Services
    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.
  • Blue communication lines surrounding the top of Earth against a black background
    March 24, 2020
    • Investor Services
    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.
  • marble columns at Supreme court Washington DC
    March 20, 2020
    • Investor Services
    Global regulators continue to react to the various undulations of the markets caused by the ongoing COVID-19 emergency. That’s a bit of an understatement – the response so far has been nothing short of frenzied.
  • Downtown Georgetown overlooking Caribbean sea
    March 11, 2020
    • Global Regulatory Team
    2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path.
  • Downtown Georgetown overlooking Caribbean sea
    March 04, 2020
    • Investor Services
    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.
  • Cartoon spruce trees surrounding a light green path with mountains in the background
    • Investor Services
    2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path.
  • Cartoon spruce trees surrounding a light green path with mountains in the background
    • Investor Services
    2020 Global ETF Investor Survey Key Findings: ETFs Continue to Chart a New Path.
  • panoramic window in the office with Sun shining through
    January 16, 2020
    • Investor Services
    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.
  • Abstract blue eye against a black background
    January 16, 2020
    • Investor Services
    Beginning in 2020, cross-border settlement failures will come with a new set of potentially costly penalties thanks to the new settlement discipline rules.
  • Colorful eye with pixels coming out
    January 15, 2020
    • Investor Services
    Regulators in the US, Europe, and Asia are paving the way for new types of ETFs, which could keep the ETF boom alive for years to come.
  • Big antenna disk and person looking through telescope at starry night sky
    January 15, 2020
    • Investor Services
    The UK has introduced some of the strictest standards of conduct for senior asset management staff, setting a new bar across the globe.
  • Foreign Exchange Outlook for first quarter 2020 cover
    December 20, 2019
    • Investor Services
    In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q1 2020.
  • Abstract Business Person on the Edge of a roof against a green background
    December 20, 2019
    • Investor Services
    With the two biggest tail risks – the trade war and Brexit – seemingly addressed, markets are embracing the improved global outlook.
  • zen garden with raked sand and a smooth stone
    December 20, 2019
    • Investor Services
    Emerging markets (EM) should enjoy a period of relative calm from external factors until the electoral cycle picks up in the US.
  • Red and green line graph points on a forest scene
    December 17, 2019
    • Investor Services
    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?
  • Thin glass buildings lining car filled highways at sunset
    October 25, 2019
    • Investor Services
    With less than a year to go before the September 2020 deadline for Shareholder Rights Directive II (SRD II) implementation, industry participants such as intermediaries, asset managers, brokers, and financial institutions are asking “How do I prepare?”
  • Colorful Flags Surrounding an empty street
    September 19, 2019
    • Investor Services
    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.
  • Railway junction-Railroad tracks in blue background
    August 21, 2019
    • Investor Services
    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.
  • 3 white projected earths on a bright blue background
    May 24, 2019
    • Investor Services
    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.
  • Futuristic digital earth spins with bright continents of computer pixels
    April 16, 2019
    • Investor Services
    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 sponsors, CITs may represent a viable alternative to mutual funds since they offer many comparable benefits to plan participants at generally lower costs.
  • Circuit board futuristic code processing on yellow, blue and purple background
    March 28, 2019
    • Investor Services
    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.

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