Optimizing your affirmation model in a T+1 Settlement Cycle.

Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.

BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.

Demand is expected to remain concentrated in key sectors and specific names until interest rate policy changes, writes Rob Lees.

Portfolio Managers, James Evans & Jorge Aseff, provide an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Core Plus Fixed Income Strategy.

With increased competition and growth of ETF products, BBH's Tom Poppey, Antonette Kleiser, and Tim Huver discuss why managers are increasingly turning to securities lending as a core piece of their investment programs.

Active ETFs show little sign of slowing down, as 82% of investors intend to increase or maintain their exposure to active ETFs. Chris Pigott, Eamonn O'Callaghan, and John Hooson highlight where the opportunities and benefits are for asset managers considering active ETF launches.

Before asking the EU to greenlight the revised ELTIF 2.0 rules by January 2024, ESMA considers industry feedback on what will make it a success. Here’s our take.

As emerging technology levels the competitive playing field, the right blend of AI and human intelligence will help firms achieve effective innovation.

A deep dive into the downstream impacts of T+1 on the ETF ecosystem and how participants should be preparing to support primary market activity.

BBH’s Amy Morris explains how the transfer agent’s AML/Sanctions program can help the fund and asset manager mitigate risks effectively while providing a best-in-class experience for their investors.

As access to private markets funds broadens, alternative asset managers must adapt to a new ecosystem where simplification and investor education about access routes are key. BBH’s Lata Vyas spoke on the topic at FundForum and shares further insights.

In the second FX quarterly of the year, strategists examine how the major investment themes that held at the beginning of the year have been proven wrong.

With news headlines about listed and unlisted share classes ramping up, here’s what managers considering these structures should know.

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.

Learn how BBH thinks about building digital services and experiences for clients.

Ricky Ellis, Head of BBH FX Sales EMEA, assesses the impact of U.S. T+1 on the FX market and key considerations for asset managers.

Starting a transformation program can be daunting, but with the right formula organizations can deliver real business value.

Jim Tessmer, BBH’s Head of Digital Product Strategy, sits down with Dave Cowing of NovusNorth to discuss how BBH considers building digital experiences for clients.

Industry specialists share what firms need to do to prepare for the adoption of a new messaging standard, as well as the downstream benefits and impacts.

For asset managers, ensuring that their distribution, the experience they give to their clients, and their product diversification are fit for operating in a new environment is critical. At the inaugural BBH Insights Exchange event, industry experts discussed challenges that firms may face and how they can adapt.

In 2023’s first FX quarterly, strategists examine the Fed’s pivot and China’s reopening. Here is a synopsis of what is included in this quarter’s outlook.

Participants in our latest webinar heard that to retain and attract investors, it is critical that a manager aligns its people, policies and procedures to support its ESG principles.

The future of financial services is a story of two races: a race to automate for scale and resiliency, and a race to attract the best human capital. Winning strategies recognize that success needs both.

The U.K.’s Long Term Asset Fund initiative could be a strategic solution for pension schemes amid future volatility.

As an outlier in a world of rising interest rates, and as investment behaviour evolves, Japan offers a growing opportunity to Western asset managers eyeing the ¥2,023 trillion* household savings market. BBH’s Japan team shares how they can best access that opportunity.

As the world watches the U.S. market plan for a T+1 cycle for securities settlement, others are assessing similar moves. BBH sets out the main process areas in the securities trade lifecycle that will be impacted by shorter settlement cycles and what you need to do now to prepare.

What is now needed to meet the next generation of ESG investors? Adrian Whelan unpicks the title of a session at Sibos, where he will be speaking next month.

The U.K. Financial Conduct Authority (FCA) has opened a public consultation which seeks to reshape the rules around marketing of Long-Term Asset Funds (LTAFs) to allow access to a wider group of retail investors and pension schemes.

Banks, asset managers and insurers operating in the EU will be subject to new rules intended to boost the security and resiliency of the financial sector. Adrian Whelan maps out what asset managers need to know.

As the investment landscape in Japan continues to evolve, BBH Relationship Manager Tomoko Kenny asks SMTAM's David Semaya how his firm is addressing three global themes and how Western asset managers can enter this market with the help of industry partners.

In September 2022, the final phase of the regulation on posting and collecting collateral as initial margin for OTC derivatives takes effect and will mainly impact the pension fund and traditional asset manager community. Derek Coyle discusses the scope of the sixth and final phase of the Uncleared Margin Rules (UMR).

Managers and distributors are increasingly obligated to engage investors on their ESG appetite. Adrian Whelan sets out the MiFID II Sustainability Preferences and other factors that firms should consider.

Nick King, Head of ETFs at Fidelity International, heeds the findings of the BBH ninth annual global ETF investor survey.

With the curtailment of trading in Belarusian, Russian and Ukrainian securities, fund liquidity is high on asset managers’ agendas. BBH’s Adrian Whelan addresses some of the key questions around use of side-pockets for UCITS funds.

A BBH-hosted webinar examined the key components influencing a successful UCITS distribution strategy in the Asia-Pacific region.

At IMpower FundForum in Monaco, participants zoomed in on the democratization of private assets and the role of service partners, technology, and innovation in driving future growth.

Post-pandemic concerns and the Russia-Ukraine conflict have not deterred investors from flooding into exchange-traded funds. At FundForum, BBH’s Antonette Kleiser shared highlights of our recent Global ETF Investor Survey.

2022 marks our fifth annual survey of ETF investors in Greater China where we highlight emerging trends in usage, selection, and demand for ETFs in the region.

In the latest FX Quarterly, our strategists highlight the key factors driving global economies.

BBH’s Adrian Whelan looks at three significant points from the SEC’s recent proposals for new cybersecurity related rules.