Insights Library

Explore Our Insights

  • Topic
    Apply Filters
  • Publication
    Apply Filters
  • Content Type
    Apply Filters
  • Line of Business
    Apply Filters
  • Alternatives
  • Business Transformation
  • Commodity Markets
  • Currency Strategy
  • Endowments and Foundations
  • ESG
  • Exchange-traded Funds
  • Equity Investing
  • Family Office
  • Fixed Income Investing
  • Global Asset Trends
  • Investment Commentary
  • Markets and Economy
  • Private Business Ownership
  • Regulatory Intelligence
  • Technology
  • Wealth Planning and Trust
  • Women and Wealth
  • Philanthropic Advisory
  • Commodity Markets Update
  • Exchange Thoughts
  • FX Quarterly
  • InvestorView
  • On the Regs
  • Owner to Owner
  • Structured Fixed Income Quarterly Update
  • Women & Wealth Magazine
  • The Fresh Take
  • Article
  • Audio
  • Biography
  • Blog
  • Commentary
  • Infographic
  • Interview
  • Newsletter
  • Prospectus
  • Report
  • Roundtable
  • Strategy Document
  • Strategy Fact Sheet
  • Strategy Update
  • Survey
  • Video
  • Webinar
  • Webcast
  • Whitepaper
  • Firm
  • Investment Management
  • Investor Services
  • Private Banking
  • ""
    November 14, 2023
    • Investor Services
    We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.
  • City of London office buildings at dawn
    November 06, 2023
    • Investor Services
    In the immediate aftermath of Brexit, the continued access of UCITS funds to U.K. retail investors became a primary concern. While temporary measures were employed, the FCA said it would soon consult industry on a permanent solution.
  • Abstract stream information with circles array and binary code
    October 23, 2023
    • Investor Services
    With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.
  • Slinky photographed with gels and continuous lighting
    October 13, 2023
    • Investor Services
    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.
  • ""
    September 26, 2023
    • Investor Services
    The ESG disclosure regime has had a significant impact on funds in Europe since implementation in March 2021. Now, policymakers are reassessing.
  • ""
    September 14, 2023
    • Investor Services
    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.
  • Network of pins and threads in the shape of many interconnecting speech bubbles symbolizing social dialog
    August 02, 2023
    • Investor Services
    The EU Commission’s Retail Investment Strategy is a behemoth set of policy revisions to revise and revamp EU regulated investment funds. However, one specific proposal has attracted vast industry commentary.
  • European Union Flags in Strasbourg
    August 02, 2023
    • Investor Services
    With 35,000 funds and €12 trillion of assets in scope , any substantive changes to the UCITS framework are usually worthy of asset managers’ attention, writes Adrian Whelan
  • ""
    July 18, 2023
    • Investor Services
    Amid sighs of relief that mandatory swing pricing and intermediary support of floating NAVs haven’t made the final cut, groans about the work to do to adhere to MMF rules can also be heard.
  • ""
    June 14, 2023
    • Investor Services
    Making tactical decisions at the expense of more strategic approaches would be a missed opportunity. Keith Haberlin shares how to optimize your operating model for shorter settlement cycles.
  • ""
    March 28, 2023
    • Investor Services
    The goal of the European Long-Term Investment Fund to provide much needed funding for small and mid-cap private companies has not been met yet, but a redesign could change that, write Holly Gardner and Adrian Whelan
  • ""
    March 20, 2023
    • Investor Services
    As the world watches the U.S. market plan for a T+1 cycle for securities settlement, other countries are assessing similar moves. BBH is working with clients to help them optimize their global operating models and support their readiness for this major industry shift.
  • Dynamic wave of glowing particles
    March 06, 2023
    • Investor Services
    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.
  • ""
    December 15, 2022
    • Investor Services
    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.
  • ""
    October 25, 2022
    • Investor Services
    The U.K.’s Long Term Asset Fund initiative could be a strategic solution for pension schemes amid future volatility.
  • ""
    September 26, 2022
    • Investor Services
    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.
  • Postcard collage from London in England, United Kingdom
    September 01, 2022
    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.
  • illustrated jungle background
    August 23, 2022
    • Investor Services
    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.
  • Aerial view of heavy truck on a narrow twisting road
    July 20, 2022
    • Investor Services
    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.
  • Drone view at windpark westermeerdijk a windmill farm in the lake IJsselmeer the biggest in the Netherlands
    June 24, 2022
    • Investor Services
    Simo Liu sits down with Adrian Whelan to discuss three ESG themes including global taxonomies, corporate governance and point of sale rules.
  • Cropped image of an unrecognizable businessman pulling out his empty pocket
    June 13, 2022
    • Investor Services
    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.
  • Landscape of beautiful sunset in the desert. View of high sandstone hills and dramatic cloudy sky
    April 27, 2022
    • Investor Services
    Regulatory reporting proposals could have significant consequences for private fund advisors, writes BBH’s Adrian Whelan.
  • Futuristic portal or tunnel
    April 25, 2022
    • Investor Services
    BBH’s Adrian Whelan looks at three significant points from the SEC’s recent proposals for new cybersecurity related rules.
  • Aerial view green forest foliage summer warm sunlight. Natural green background.
    March 31, 2022
    • Investor Services
    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.
  • Top view of the intersecting freeway road overpass at the eastern outer ring road of Bangkok, Thailand
    March 29, 2022
    • Investor Services
    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.
  • 2022 Regulatory Field Guide: Revisiting the Past, Managing the Present, Embracing the Future
    February 09, 2022
    • Investor Services
    The regulatory environment across the globe is as dynamic as any time in the last decade. We bring you this guide to light a path on your regulatory journey for 2022.
  • Revisiting the Past: U.S. Securities Settlement

    February 09, 2022
    • Investor Services
    Following dramatic market volatility events, the U.S. post-trade industry is deftly mobilizing to move securities settlement cycles to T+1. Adrian Whelan and Derek Coyle explore why shortening the U.S. settlement cycle is so significant to asset managers globally.
  • Revisiting the Past: EU Capital Markets Union

    February 09, 2022
    • Investor Services
    Plato is credited with famously saying “necessity is the mother of invention”. This phrase couldn’t be more appropriate for the European Union’s capital markets as they head into 2022. Olena Pochekaylo explains why.
  • European Flag in black and white

    Revisiting the Past: Alternative Funds

    February 09, 2022
    • Investor Services
    New revisions to the European Long-Term Investment Fund remove many of the regulatory and structural impediments managers face when utilizing them currently and place them neatly into the EU regulated fund structure toolkit, writes Adrian Whelan.
  • Managing the Present: U.K. Alternative Funds

    February 09, 2022
    • Investor Services
    With a growing focus in asset management on retail investor access to less liquid alternative investment funds, the U.K has mobilized the Long-Term Asset Fund (LTAF). Lata Vyas and Andrew Ritchie explain why 2022 could be a big year for this special purpose investment vehicle.
  • Managing the Present: The SEC Agenda

    February 09, 2022
    • Investor Services
    As the U.S. Securities and Exchange Commission pursues an agenda more aggressive than we have seen from the market watchdog in decades, its leader must find a delicate balance between fostering market growth and innovation with investor protection principles.
  • Managing the Present: US Regulations 2022

    February 09, 2022
    • Investor Services
    BBH’s Adrian Whelan sat down with Amy Matsuo, Principal and Leader of Environmental, Social and Governance (ESG) and Regulatory Insights at KPMG, to discuss the main regulatory drivers for the U.S. asset management market in 2022.
  • Embracing the Future: Rule fragmentation and inconsistent definitions

    February 09, 2022
    • Investor Services
    Adrian Whelan looks at the top 10 themes in environmental, social and governance investing that could influence rulemaking in 2022.
  • Embracing the Future: Digital Currency

    • Investor Services
    Rules governing crypto, stable coins, and central bank digital currencies look set to shift gears in 2022 as regulators enter the new money fast lane, write John Siena, Tim Bosco and Ingrid Mosquera.
  • Regulatory Field Guide: LIBOR Leftovers

    Embracing the Future: LIBOR Transition

    February 09, 2022
    • Investor Services
    Financial institutions have had a lot on their plates in bidding farewell to the most popular interest rate benchmark. Sinead McIntosh assesses industry progress in moving away from LIBOR to alternative risk-free rates and the extent to which it will consume the regulatory agenda in 2022.
  • Black and white image of flowers

    Revisiting the Past: Global AML

    February 09, 2022
    • Investor Services
    Global asset managers and policymakers remain engaged on the eternal areas of anti-money laundering regulatory policymaking. Adrian Whelan reviews the latest developments.
  • Black and white image of an old theatre showing the crowd and screen

    Revisiting the Past: AIFMD

    February 09, 2022
    • Investor Services
    With the outcome of a review of for alternative investment fund managers pending, Ainun Ayub and Adrian Whelan assess whether the proposals spell a feel-good blockbuster or a more dramatic follow-up.
  • Black and white image of a man pulling his hand luggage across a train platform

    Revisiting the Past: PRIIPs, CSDR, and SFDR

    February 09, 2022
    • Investor Services
    Key deferrals of regulatory implementations in Europe have afforded asset managers some welcome respite, but much preparatory work remains for each.
  • People walking over a world map

    Managing the Present: Securities Settlement

    • Investor Services
    As regulation harmonizing how central securities depositories in Europe operate continues to evolve, it’s impact will likely be felt by all participants in the post-trade chain in 2022 and beyond, write Sinead McIntosh, Derek Coyle and John Siena.
  • Abstract image of the globe

    Embracing the Future: Global Regulations

    February 09, 2022
    • Investor Services
    Martin Moloney, Secretary General of the International Organization of Securities Commissions, talks to BBH’s Adrian Whelan about the key issues and trends shaping the global regulatory landscape in 2022.
  • Overview of Machu Picchu, agriculture terraces and Wayna Picchu peak in the background
    January 12, 2022
    2 min read
    • Investor Services
    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.
  • Vinyl records with colorful labels on colorful background.
    March 01, 2021
    • 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.

As of June 15, 2022 Internet Explorer 11 is not supported by

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see

captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction