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.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Limited Duration Fixed Income strategy.

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.

BBH’s global securities lending team shares its demand predictions

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.

As the Fed tightens monetary policy, the yield curve inverted, as it did before every recession since 1970. But does this mean a recession is imminent?

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.

Ranked among the highest state tax rates in the nation, it is not surprising that many residents of New York and California demand in-state bonds. The key question is whether the benefit of saving some state tax outweighs the better risk-adjusted return potential of a broader national opportunity set?

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.

With new technologies accelerating financial services’ digital transformation, BBH’s Cameron Jack and Janet Du Chenne attended FinovateEurope and report on the fundamental changes since the pandemic and evaluate the roles of incumbents and fintechs in setting the future direction of travel.

BBH’s Adrian Whelan looks at the primary proposals from one of the most significant U.S. climate related policy actions to date and the practical implications for asset managers.

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.

In our ninth annual ETF survey, we examine how investors are selecting and utilizing ETFs in their portfolios.

Lata Vyas explores how managers can automate to achieve a bird’s eye view of executions across their portfolios, facilitating investor access to private market assets.

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

How is an automation crusade in depositary services arming leaders with the tools to reduce complexity and manually intensive processes in alternatives investing? We explore new technologies that are underpinning this efficiency revolution and their potential to transform the industry.

BBH hosted a webinar of cross-border fund experts to discuss the potential of the Latin American market and provide guidance on the best ways to market and distribute to local investors.

Now in its second edition, this guide by BBH and K&L Gates assesses regulatory, business, and operational considerations for converting a mutual fund to an ETF and presents a case study of a recent switch.

As the U.K. embarks on its post-Brexit regulatory journey, ESG is an area of policymaking where the rules are being framed to be similar but not the same as those of the E.U. These areas of divergence will occupy many asset managers’ minds as they look to compare and contrast rulesets, writes Adrian Whelan.

BBH hosted a webinar of cross-border fund experts to discuss the potential of the German market and provide guidance on the best ways to market and distribute to local investors.

The new messaging standard could unlock richer data sets across cash and payments transactions. BBH’s Shruti Aggarwal and John Wallis set out what firms should consider in their migration plan.

The U.S. Department of Labor has taken a significant step towards the integration of environmental, social and governance (ESG) considerations in pensions management. BBH’s Adrian Whelan sets out how the proposed rule reverses previous barriers to investment.

BBH’s Market Intelligence team reviews opportunities in Latin America and how best to access this promising market.

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

In this edition of InFocus, we answer some frequently asked questions related to new rules that certain Cayman entities must comply with in order to meet obligations under the Common Reporting Standard (CRS).

As asset managers and financial institutions map out the future of their business, asset servicers will play a pivotal role in driving ideal outcomes.

In this article, we explain how managers based in Greater China can look to optimize their foreign exchange process and oversight.

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.

This edition of Exchange Thoughts, in partnership with K&L Gates, discusses the regulatory, business, and operational considerations for turning a mutual fund into an ETF.