With the holidays fast approaching, we’re taking the opportunity to reflect on the conversations and topics that have been front of mind for our clients. Catch up on our most popular insights from this quarter: 🎁 3 reasons to consider launching a European private market fund https://bit.ly/3DAe6V9 🎁 What the CBI’s changes to “UCITS ETF” naming convention means https://bit.ly/4fqDUAC 🎁 How will DORA impact you? https://bit.ly/3WbauQf 🎁 What’s driving the need for partnership among banks? https://bit.ly/3ZEtU0C 🎁 Will the US Government harness ballooning debt? https://bit.ly/3ZNNyY2
About us
Brown Brothers Harriman Investor Services supports the world’s most sophisticated asset managers and financial institutions with asset servicing and technology solutions that provide operational efficiency, oversight and control, and support growth and performance. Here, we offer insights on the market, asset servicing and technology solutions for asset managers and banks, regulatory intelligence, and more. -- This material is provided for informational purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell or a solicitation to buy securities or investment products. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. This material does not comprise an offer of services. Any opinions expressed are subject to change without notice. Any third-party website links provided are for your convenience only and are not an endorsement or recommendation by Brown Brothers Harriman & Co. (“BBH”) of any of these websites or the products or services offered. BBH is not responsible for the accuracy and validity of the content of these third party websites. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code or for promotion, marketing or recommendation to third parties. Unauthorized use or distribution without the prior written permission of BBH is prohibited. This content is approved for distribution in member states of the EEA by Brown Brothers Harriman Investor Services Limited, authorized and regulated by the Financial Conduct Authority (FCA). BBH is a service mark of Brown Brothers Harriman & Co., registered in the United States and other countries. © Brown Brothers Harriman & Co. 2023. All rights reserved.
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External link for BBH Investor Services
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- 5,001-10,000 employees
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- Asset Servicing, Alternatives, Capital Markets, Cross Border Funds, Data and Business Transformation, Exchange Traded Funds, ETFs, Specialist Expertise, and Technology Services
Updates
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We sat down with SEB's Göran Fors to talk about the strategic power of bank-to-bank partnerships. Here, Göran shares his insights on evaluating a potential strategic partner and the importance of cultural fit, trust, and opportunities to grow together. Explore the full series for more insights on the drivers, opportunities, and considerations for bank-to-bank partnerships: https://lnkd.in/eK5tzamG
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We were delighted to host Women in Securities Finance in our Boston office for a morning of networking and insights. Thank you to Invesco US’s Laurie Brignac, CFA and Bridget McGill for sharing their valuable perspectives on career growth and development.
The Boston Chapter had a great morning networking and hearing from Laurie Brignac, CFA, Head of Global Liquidity at Invesco US, as she recapped the 2024 market performance and had a fireside chat with Bridget McGill, Head of Securities Lending Trading at Invesco US, focusing on Laurie’s career journey. Laurie shared invaluable insights, emphasizing the importance of relationships in our industry. She encouraged us to embrace discomfort for growth, stay adaptable by continuously rebalancing and pivoting, and always focus on the future and doing the next right thing. Thank you for your words of wisdom, Laurie Brignac, CFA! We collected donations to support Women's Lunch Place, a local women’s shelter. If you would like to donate, please visit here: https://lnkd.in/eKk5kUqx Thank you to Brown Brothers Harriman for sponsoring and hosting us, and thank you to Chelsea Grossman, Meredith Roderick and Bridget McGill, our Boston Chapter Leads, for organizing this great event!
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Interest in thematic ETFs continues in Greater China, with ETF investors planning to increase their exposure to these products in the next 12 months. Find out what’s driving demand for thematic ETFs and other strategies in our 2024 Greater China ETF Investor Survey. https://lnkd.in/eA-DXzRa
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ICYMI: Congratulations to BBH’s Meredith Roderick who has been appointed as a Women in Securities Finance Boston Chapter Lead alongside State Street’s Chelsea Grossman and Invesco US’s Bridget McGill. “Women in Securities Finance is a fantastic group of individuals who have assisted me as I entered the Securities Lending industry,” said Meredith Roderick, Head of US securities lending relationship management at BBH. “I am honored to be appointed a Co-Chapter Lead and look forward to progressing the mission of WISF.” Read more in Global Custodian 👇
Three appointed as Boston chapter leads for Women in Securities Finance Executives from Brown Brothers Harriman, State Street, and Invesco US have been named as the Boston Chapter Leads for the Women in Securities Finance group.
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BBH’s Head of Distribution Intelligence, Killian Lonergan, spoke to Beverly Chandler about the rise of active ETFs and the opportunities and considerations for asset managers in Europe. Read the full interview with ETF Express 👇
Brown Brothers Harriman's Killian Lonergan talks to Beverly Chandler about the rise of #active #etfs in #Europe. The European distribution landscape for ETFs is blighted with a history of commission payments. “Retrocession across Europe isn’t going away,” Lonergan says, noting that the Retail Investment Strategy is struggling through the regulatory layers. “Retrocession is part of the fabric of selling funds in Europe and has an impact on costs,” he says. “ETFs are cheaper, but the ecosystem from a distribution space is going through third parties and intermediaries and funds are sold not bought.” Read more here: https://lnkd.in/evWTkg7d
Active ETFs see steady growth across Europe
https://etfexpress.com
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Our Alternative Fund Services team sees growing opportunity for North American managers to set up European structures. We’ve combed through the data to tell you where, why, and how to expand into this growing market. https://lnkd.in/eQhzg3yW
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BBH Investor Services reposted this
Andrea Dietrich Murray and Killian Lonergan spoke to Steve Johnson from the Financial Times about the rise of active ETFs and the opportunities they present for managers looking to remain competitive, plus the positive impact of the Central Bank of Ireland’s recent move on the UCITS ETF naming requirement. Read the full article here: https://lnkd.in/e7KYSf56
Active ETFs gain ground on more passive benchmark trackers
ft.com
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We’re delighted to welcome Roxane F. to BBH’s Alternative Fund Services team. Roxane joins BBH as a Business Development Manager in Europe, where she’ll partner with investment managers to provide innovative fund solutions in support of their alternative strategies. Roxane brings a wealth of industry experience and subject matter expertise in the alternative fund space from her previous roles at IDR Group, IQ-EQ and SunGard (now FIS). Welcome to the team, Roxane! Learn more about our Alternatives fund services here: https://lnkd.in/ezy2m_dc
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Attending Institute for Portfolio Alternatives Registered Funds event next week in Orlando? Hear from Jeff Dorigan, Managing Director for Alternatives, as he shares insights around the distribution and operational considerations managers need to think through when expanding their investment strategies beyond the US. https://lnkd.in/ez4wRBWp