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  • U.S. $100 banknotes closeup.
    March 03, 2021
    • Investor Services
    February ADP private sector jobs report will be the highlight; the US growth outlook remains strong; Fed releases its Beige Book report; measures of inflation expectations in the US are showing a mixed picture
  • U.S. $100 banknotes closeup.
    March 02, 2021
    • Investor Services
    The US economy is gathering momentum in Q1; Democratic lawmakers are moving ahead with a relief package that does not contain a minimum wage provision; Senator Warren unveiled her proposal for a wealth tax
  • Vinyl records with colorful labels on colorful background.
    • Investor Services
    Established in 1985, the UCITS fund structure is two years older than Rick Astley’s hit “Never Gonna Give You Up.” Ever since, investors in Europe and beyond have never given up on UCITS. We explain with a selection of the "greatest hits" from UCITS funds.
  • U.S. $100 banknotes closeup.
    March 01, 2021
    • Investor Services
    All eyes are on the US bond market this week; the dollar is the missing piece of the reflation trade as it builds on its Friday turnround; this week offers Fed officials a final opportunity to hone their message to the markets; February ISM manufacturing PMI will be the data highlight The ECB releases details of its bond-buying operations for last week; Germany reports February CPI; firm final eurozone February manufacturing PMI readings were reported BOJ stand ready to maintain YCC ahead of the policy meeting March 18-19; RBA announced a substantial increase of its YCC efforts by increasing the amounts and maturities of its purchases; the drama comes ahead of the RBA meeting tomorrow; Caixin reported softer China manufacturing PM; IHong Kong’s Hang Seng Index is overhauling its weightings and composition; Korea reported firm February trade data; crypto currencies have had a wild ride over the last few sessions
  • Woman running on platform to catch a train
    March 01, 2021
    • Investor Services
    The recent spate of consolidation in fund platforms in Europe is raising an important question for many asset managers: are they working with the right platform or have they spread themselves too thin?
  • planet earth from space with sun rising
    February 28, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 28, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 26, 2021
    • Investor Services
    The Fed’s nonchalance regarding rising yields is noteworthy; The ECB continues to jawbone rising yields; if actual bond purchases can’t stop yields from rising, mere jawboning will have little lasting impact; France and Spain gave us the first snapshots for February CPI; Japan data came in better than expected; BOJ Governor Kuroda stressed steady policy to parliament; Australia yields continued to rise despite RBA intervention; BOK also joined in the bond purchase action to stabilize rising yields; India reports Q4 GDP data
  • U.S. $100 banknotes closeup.
    February 25, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 24, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 23, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 22, 2021
    • Investor Services
    US Treasury yields continue to march higher, increasing concerns about the potential impact on other assets; we suspect the bond market is keeping a close eye in President Biden’s relief package; Fed manufacturing surveys for February will continue to roll out
  • wooden bridge going over water through the trees
    February 22, 2021
    • Investor Services
    Regulators must choose to boldly embrace the new, or cautiously cling to existing ways when it comes to direct retail access to mutual funds.
  • planet earth from space with sun rising
    February 21, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 21, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 19, 2021
    • Investor Services
    The global increase in longer-dated yields continues; US surveys for February will continue to roll out; Canada reports December retail sales
  • U.S. $100 banknotes closeup.
    February 18, 2021
    • Investor Services
    •January retail sales data may have been a game-changer; really, data this week have been pretty much everything a dollar bull could ask for; Fed manufacturing surveys for February will continue to roll out; weekly jobless claims data will be watched closely; FOMC minutes are worth discussing
  • U.S. $100 banknotes closeup.
    February 17, 2021
    • Investor Services
    January retail sales data will be the US data highlight; January PPI data will also hold some interest; some cracks may be starting to appear; FOMC minutes will be released this afternoon; Canada reports January CPI
  • U.S. $100 banknotes closeup.
    February 16, 2021
    • Investor Services
    With the impeachment trial over, Congress turns its attention back to the stimulus package; the US curve continues to steepen to new highs; January retail sales data tomorrow will be key for the dollar’s near-term outlook; Fed manufacturing surveys for February will start to roll out
  • February 15, 2021
    • Investor Services
    Keith Haberlin discusses learnings from the last year in his role as Head of Investment Operations, and how BBH’s platform is uniquely positioned to solve asset managers’ operating model challenges
  • planet earth from space with sun rising
    February 14, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 14, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 12, 2021
    • Investor Services
    Weekly jobless claims data are worth discussing as they suggest labor market stress is ongoing; Treasury completed its sale of $126 bln in total coupon debt this week; the CBO forecasts a wider budget deficit for 2021
  • U.S. $100 banknotes closeup.
    February 11, 2021
    • Investor Services
    January CPI came in lower than expected; Treasury will sell $27 bln of 30-year bonds; weekly jobless claims data will be watched for signs of improvement
  • U.S. $100 banknotes closeup.
    February 10, 2021
    • Investor Services
    January CPI data will be the US data highlight; Treasury will sell $41 bln of 10-year notes; January budget statement will draw some attention;
  • planet earth from space with sun rising
    February 09, 2021
    • Investor Services
    Our take on the latest drives for EM Asian markets.
  • U.S. $100 banknotes closeup.
    February 09, 2021
    • Investor Services
    Reports suggest President Biden is likely to push through much of his aid proposal without Republican support; high yield corporate bonds are extending their rally; US Treasury will sell $58 bln of three-year notes
  • Cross-walk with blurry/fast cars and pedestrians crossing through it
    February 09, 2021
    • Investor Services
    Brown Brothers Harriman and the New York Stock Exchange teamed up to create a general guide on exchange-traded fund (ETF) structures approved by the SEC.
  • Close-up of folded dollar-bills
    February 08, 2021
    • Investor Services
    The U.S. curve continues to steepen to new highs; market appetite will be tested this week with heavy UST supply; inflation expectations continue to rise in the U.S.
  • 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.
  • planet earth from space with sun rising
    February 07, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 07, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • Building with Flag on top of it
    February 04, 2021
    • Investor Services
  • Two dollar bills folded up like arrows
    February 03, 2021
    • Investor Services
  • Dollar sign combined with a rocket
    February 02, 2021
    • Investor Services
  • Frosty winter morning. Bright winter sun shine on hoarfrost on grass through alone tree. Panoramic view on winter sunrise.
    February 01, 2021
    • Investor Services
    Relationships between E.U. policymakers have become a little frosty as some important regulatory deadlines draw near.
  • Close up of Benjamin Franklin on the 100 dollar bill with financial graphs in front of him
    February 01, 2021
    • Investor Services
  • car driving down country road blur
    January 31, 2021
    • Investor Services
  • 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.
  • Sticky notes stuck to a wall, each note has one word written on it that relates to 'strategy'
    January 27, 2021
    • Investor Services
    We need to change how we talk about data. As an industry, we should reject a focus on or investments in data not linked to highly specific outcomes.
  • Biden Administration: Regulatory Areas to Watch (Part 2)
    January 27, 2021
    • Investor Services
    In Part 2 of our OnTheRegs Biden Administration blog, we will expand on specific areas of rulemaking we will likely see at the SEC and how U.S. Asset Managers will be impacted.
  • 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?
  • The American flag in front of the White House in Washington, DC.
    January 25, 2021
    • Investor Services
    January 20, 2021, President Biden was inaugurated as the 46th President of the United States. We look at some of the factors in the new administration that are likely to affect asset management regulation.
  • A large school of identical orange goldfish, and one black one.
    January 18, 2021
    • Investor Services
    We highlight the differences and similarities between U.S. and E.U. Regulators.
  • 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.
  • A person’s sneaker on the finish line of 2020 and starting line of 2021 marked on the track.
    January 11, 2021
    • Investor Services
    We highlight what to expect this quarter and recap Q4’s key regulatory developments.
  • Sunset over the water with clouds and ocean
    January 07, 2021
    • Investor Services
    Many industry commentators have marked ELTIF off as an EU policy failure. Recently, there has been several new ELTIF launches by major market players triggering lively industry debate about the future of ELTIFs, which may be more promising than before.
  • Adrian Whelan
    December 22, 2020
    • Investor Services
    Global asset management continued to evolve and stay resilient this year, despite the COVID-19 pandemic. Here, we’ll look at some of the biggest shifts we have seen in 2020.
  • Red pushpin on a map.
    December 21, 2020
    • Investor Services
    We delve into two of the key frequently asked questions from the “Dear Chair” CP86 letter that were raised across the industry.
  • 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.
  • Macau bridge, the longest bridge of Asia
    December 14, 2020
    • Investor Services
    In June 2020, authorities in China, Hong Kong, and Macau announced the launch of the Greater Bay Area Wealth Management Connect with the intent to facilitate cross-border investments for residents within the Greater Bay Area.
  • Shadow of man working at a computer with distorted images of the world map on top
    December 08, 2020
    • Investor Services
    The events of 2020 have brought the major themes affecting asset managers into sharper focus -- supporting the investment process in turbulent markets, scaling and growing the business while keeping costs down, managing a globally diversified operating model with remote staff, and engaging more effectively with the digital revolution. These themes are leading mangers to consider what really differentiates their business and how to build the optimal operating model.
  • 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
  • A person standing on a peak of a mountain and the sky and clouds above
    December 07, 2020
    • Investor Services
    Recently, ESMA published its final report on guidelines on performance fees in UCITS and Retail Alternative Investment Funds. Read the guidelines here.
  •  a green inch worm on a leaf
    November 30, 2020
    • Investor Services
    We continue to track the progress of the Irish Investment Limited Partnership Bill (ILP Bill) through its voyage, this week it took a couple of significant and most welcome policy steps towards its conclusion.
  • Five people's hands giving a thumbs up.
    November 22, 2020
    • Investor Services
    There remains both skeptics and widespread debate on how to achieve environmental goals as well as the pace of change as competing priorities remain. However, in the cacophony of 2020, it appears that in the sphere of asset management at least everyone broadly agrees that sustainability will remain a key driver for the foreseeable future.
  • 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.
  • A paintbrush on a piece of wood that is incomplete but painted half blue.
    October 19, 2020
    • Investor Services
    Brexit is certainly rising in minds of asset managers, regulators, and investors as we reach the impending conclusion of the transition period on 11.00 p.m. (GMT) on December, 31. Despite having certain contingencies and accommodations already in place, several uncertainties remain as the UK and EU continue to wrangle over a deal to govern their future relationship.
  • 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.
  • Hourglass timer with sand
    October 05, 2020
    • Investor Services
    We highlight what to expect this quarter and recap Q3’s key regulatory developments.
  • Sun shining through the woods
    October 02, 2020
    • Investor Services
  • Forest of evergreen trees.
    September 17, 2020
    • Investor Services
    While investors look to the sustainability of their investment portfolios, asset managers must also look to the sustainability of their own business model and product offerings and ask themselves whether they are building walls or building windmills as the winds of change rise.
  • Close up of world at night
    September 17, 2020
    • Investor Services
    The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus Q&A, we explore the key elements of DAC6.
  • Hand pushing a green handled shopping cart in a blurry grocery store aisle
    September 15, 2020
    • Investor Services
    Does private equity belong in defined contribution plans? Thanks to recent guidance from the SEC and DOL, 401(k) investors, for the first time, may be able to allocate capital to private equity. BBH recently discussed the opportunity for GPs and investors with Bill Kelly, CEO of CAIA.
  • Wooden cube block shape with sign question mark symbol on wood table
    September 14, 2020
    • Investor Services
    With Brexit firmly back in the news headlines, it is worth revisiting this thorny subject and focus on the impact on asset managers and their respective products.
  • A person’s hands with gloves on examining a slide under a microscope lens.
    September 07, 2020
    • Investor Services
    Access to market data is more central to the asset management business than ever before. Now, the costs that managers must pay to obtain this information is being brought to focus.
  • coins stacked on table with three yellow stars on blue curtain
    August 17, 2020
    • Investor Services
  • 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.
  • Video image of Adrian Whelan and Daniel Lawlor
    August 06, 2020
    • Investor Services
    Adrian Whelan, Senior Vice President of Regulatory Intelligence at BBH, speaks with Danny Lawlor from Aquest about the Central Bank of Ireland’s (CBI) Delegate Oversight Consultation Paper (CP86) and the CBI’s CEO mock letter that has recently made waves in the industry.
  • 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.
  • Globe with city behind it
    July 22, 2020
    • Investor Services
    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 explore some of the possible outcomes for the second half of the year.
  • Video image of Adrian Whelan, Vanessa Battaglia and Jonathan Gilmour
    July 15, 2020
    • Investor Services
    BBH’s Adrian Whelan speaks with Vanessa Battaglia and Jonathan Gilmour from Travers Smith about all things regulatory reporting, deadlines, and foreign exchange and derivatives contracts.
  • 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.
  • Blue Globe in space
    June 25, 2020
    • Investor Services
    The implementation of the Settlement Discipline Regime of CSDR is scheduled for February 2021. Globally, firms continue to progress toward operational readiness. We are committed to helping our clients successfully prepare. Here, we provide responses to questions specifically related to Securities Lending that our clients and industry participants are asking. Please also visit our CSDR Guide.
  • 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.
  • Rules and regulation wooden stampon white background
    June 15, 2020
    • Global Regulatory Team
    • Investor Services
  • Green floating monetary signs on a blue background
    May 13, 2020
    • Investor Services
    Forecasts for major and emerging market currencies through Q4 2020.
  • 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.
  • Scattered wooden jenga pieces on a wood background
    May 13, 2020
    • Investor Services
    As the coronavirus surges across the world, governments are taking unprecedented measures in order to protect their citizens and their economies and reduce its potential long-term effects on society as a whole.
  • 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.
  • green red yellow design
    May 12, 2020
    • Investor Services
    Over the past two months we have witnessed historic turmoil followed by unprecedented intervention by policy makers and central banks in supporting the capital markets (and more). In many ways the 2020 COVID-19 pandemic is very different from the 2008 global financial crisis, but for some, certain old concerns still linger. In the face of short selling bans and worries about market liquidity, we discuss below how best to navigate some of the common objections and concerns related to securities lending and how to position your securities lending program in the current environment and beyond.
  • Staying connected webcast on blue background with the sun shining
    May 05, 2020
    • Investor Services
    BBH leaders from business transformation, fund accounting, and technology teams discuss how AI can help with operational resilience in times of high market volatility.
  • Colorful Graphic Design
    May 04, 2020
    • Investor Services
    In this “Five Questions” article, BBH’s Chris Griffin talks with Co-Heads of Global Securities Lending, Marney McCabe and Tom Poppey, about the state of securities lending during the COVID-19 crisis, the likely aftermath, and how asset managers are reacting. What follows is an excerpt of their conversation.
  • fintech icons  on abstract financial technology background represent Blockchain and  Fintech Investment on Earth
    May 04, 2020
    • Investor Services
    Tax Transparency presents unique considerations, opportunities, and implementation challenges to funds.
  • 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.
  • 0's and 1's Shooting up Towards The Shining Sun Within an Office Building
    April 29, 2020
    • Investor Services
    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 that doesn’t mean there aren’t challenges. Here’s what we have learned the past few weeks.
  • blue and red design
    April 29, 2020
    • Julie Hubbard
    • Investor Services
    In this Staying Connected video, we explore the operational implications of cancelled dividends.
  • Circuit board futuristic code processing on yellow, blue and purple background
    • Investor Services
    TALF, a market intervention program from the 2008 financial crisis to keep loans flowing to businesses, has been revived by the Fed. Time is of the essence and getting in early is key.
  • 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.
  • Sky eye view of globe
    March 16, 2020
    • Investor Services
    In the past week, we have witnessed unprecedented levels of market action as investors continued to process both the short- and long-term implications of the COVID-19 pandemic. Additionally, news of an oil price war between the world’s largest producers, Saudi Arabia and Russia, sent oil prices down as much as 31 percent, weighing on markets already concerned about the current demand environment. By the end of the week, markets showed some elements of recovery, with European markets witnessing some of the largest daily price increases since 2008, as policy responses geared up around the world. [As of March 16, 2020]
  • Global world telecommunication network with nodes connected around earth
    March 10, 2020
    • Investor Services
    What the recently revised beneficial ownership rules of Russia, South Korea, Poland, and Austria mean for investors.
  • 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 design of an eye in blue and purple hues
    January 16, 2020
    • Global Regulatory Team
    • Investor Services
    Your resource for the latest thinking on key regulatory developments in the coming year.
  • The diaphragm of a camera lens aperture. Selective focus with shallow depth of field
    January 16, 2020
    • Investor Services
    A sweeping new set of rules aimed at improving communication between European companies and their shareholders takes effect in 2020. When it does, asset managers can expect a heavy administrative lift.
  • Close-up of eyesight measuring device focused on DN and EE
    January 16, 2020
    • Investor Services
    With the impending retirement of LIBOR, one thing is certain: current users must get comfortable with alternative benchmarks.
  • Beijing CBD skyline sunset, night
    January 16, 2020
    • Investor Services
    Greater access to China could be a once in a lifetime opportunity for asset managers – there is no other place in the world where trillions of dollars of new capital are up for grabs.
  • 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.
  • abstract eye projected 3 colorful balls on a textured background
    January 15, 2020
    • Investor Services
    Gareth Murphy, Chief Risk Officer, and Christine Brentani, Regulatory Developments and Relationship Manager at Standard Life Aberdeen, highlight the key issues and trends shaping the global regulatory landscape in 2020.
  • 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.
  • abstract eye projected 3 colorful balls on a textured background
    January 15, 2020
    • Investor Services
    Gareth Murphy, Chief Risk Officer, and Christine Brentani, Regulatory Developments and Relationship Manager at Standard Life Aberdeen, highlight the key issues and trends shaping the global regulatory landscape in 2020.
  • Measuring device in the shape of a pair of eye glasses
    January 15, 2020
    • Investor Services
    Global asset managers have become accustomed to navigating the perilous shoals of cross-border regulation, but new regulatory developments in the EU in 2020 may make some unexpected waves.
  • 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.
  • Pair of eye glasses held up to skyscrapers
    January 15, 2020
    • Investor Services
    As regulators and the financial services industry continue to combat money laundering and terrorist financing, AMLD 4, 5, and 6 are all in play in 2020.
  • 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.
  • Floating green monetary signs on a blue background
    December 20, 2019
    • Investor Services
    Forecasts for major and emerging market currencies through Q4 2020.
  • 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?
  • Exchange Thoughts - New Wave of Active ETFs Shield the Secret Sauce, BBH's ETF Newletter
    December 11, 2019
    • Investor Services
    Following the US Securities and Exchange Commission’s (SEC) approval of Precidian’s ActiveShares model in May, four proxy-based, semi-transparent ETF structures were given notice of approval by the SEC. The new ETF structures could herald a new era of active ETFs.
  • Global world telecommunication network with nodes connected around earth
    November 26, 2019
    • Investor Services
    In this edition of In Focus, we turn to France and Indonesia to discuss the treaty eligibility challenges 81-100 Group Trusts encounter when investing in these markets.
  • Robotic arms surrounding an empty conveyor belt
    November 18, 2019
    • Investor Services
    Private assets automation is still in its earliest stages, but change is on the way. BBH’s Chris McChesney spoke with Buyouts Magazine to explain the digitization journey of private market participants.
  • "Turn to Clear Vision" Binoculars Overlooking City
    November 05, 2019
    • Investor Services
    We explore how short-term and long-term objectives coexist and impact the global asset management industry.
  • 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?”
  • 3D Wireframe Blue Wavy Dotted Lines on Black Background
    October 17, 2019
    • Investor Services
    As data use cases increase, the need to service data in an efficient, scalable, and flexible way will only escalate.
  • european continents marked with flags around globe
    October 10, 2019
    • Investor Services
    The third-country passport provision in AIFMD showed promise for non-EU AIFMs looking to distribute and market their funds within the EU. But the European Commission’s plans to nix the provision has some managers looking for other options.