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  • 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.
  • Rodeo competition tournament, sunset background.  poster cowboy and lasso on the horse
    February 14, 2021
    Money market funds are an area under ongoing intense scrutiny ever since the 2008 global financial crisis. Delve into the SEC’s Ten Recommendations for U.S. Money Market Funds.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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?
  • 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.
  • 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
  • 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 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Hand of coach drawing American football strategy with black marker on white background
    March 24, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.
  • 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.
  • Mother and daughter meditating on a gray couch
    March 21, 2020
    • Private Banking
    BBH Senior Advisor, Ellen Perry, shares how families can effectively cope with the stress caused by uncertainty surrounding the coronavirus pandemic.
  • 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.
  • Pixeled earth on a blue background with blurry circles
    March 17, 2020
    • Private Banking
    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.
  • 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.
  • 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.
  • Corn maize crops bending during strong windstorm
    October 08, 2019
    • Investor Services
    For much of this year, investors were in a waiting game searching for drivers. That waiting game is over: Sentiment has universally shifted toward caution, with the expectation of a bumpy ride ahead.
  • View of a city mosque in front of water
    October 08, 2019
    • Investor Services
    The global backdrop for emerging markets remains challenging.
  • Blue background with dollar signs and letters above a circle
    October 08, 2019
    • Investor Services
    Forecasts for major and emerging market currencies through Q3 2020.
  • Abstract view of a skyscraper with sunlight shining through casting orange and yellow light
    September 26, 2019
    • Investor Services
    Roughly a decade in the making, the US Securities and Exchange Commission’s (SEC) ETF Rule will make bringing an ETF to market faster and less expensive.
  • 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.
  • Abstract innovation and digital texture with nodes on blue background
    August 02, 2019
    • Investor Services
    We outline success factors for COOs considering AI and machine learning implementation.
  • Christiane Vejlo
    June 28, 2019
    • Investor Services
    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.
  • 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.
  • Colorful circles featuring historical woman in finance
    February 28, 2019
    • Private Banking
    Our Female Finance Firsts feature showcases the achievements of 12 women who were pioneers in the finance and business fields.

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