Investor Services
White papers and roundtable discussions on timely topics

Bill Rosensweig and Scott McLaren speak at Fund Forum Asia

Bill Rosensweig discusses Private Banking in Asia and Scott McLaren speaks about his cross-border investing panel at FundForum Asia.
April 2013

China in Context

Bill Rosensweig, Partner and head of Brown Brothers Harriman Hong Kong, spoke to Strategic Insight Asia about the changing opportunities for fund promoters across the region.

Disclosure:  The views expressed are as of April 2013 and are a general guide to the views of Brown Brothers Harriman ("BBH"). The opinions expressed are a reflection of BBH's best judgment at the time.

April 2013

25th Anniversary of UCITS

The first UCITS fund was launched on April 14th 1988. In celebration of UCITS' 25th Anniversary, a specially commissioned publication has been issued, co-sponsored by BBH. This publication, "UCITS XXV", tells the history of UCITS, provides opinions and perspectives from all stakeholders; the European Commission, Commissioner Barnier, global regulators, investors, key industry players, and EFAMA presidents past and present.

Disclosure:  The positions expressed in this publication material are those of the authors and may or may not be consistent with the views of Brown Brothers Harriman & Co. and its subsidiaries and affiliates (“BBH”), and are intended for informational purposes only. This material should not be construed as research or as investment, legal or tax advice, nor should it be considered information sufficient upon which to base an investment decision.

April 2013

Connecting Private Banks and Funds: The Challenges of Regional Fragmentation in an Investment Era of Complexity

This white paper highlights the challenges of creating more uniform and efficient standards between private banks and investment funds in Asia, a multi-fragmented, multi-lingual, multi-cultural and multi-regulatory region of diverse approaches and infrastructures.

April 2013

Considerations for Accessing and Distributing Funds in Asia

Margaret McCarthy and Jimmie Ng discuss important trends and unique market characteristics that impact Accessing and Distributing Funds in Asia.

April 2013

Global Trends in Asset Servicing

This white paper outlines BBH's perspective on the developments that have been shaping the asset servicing space in 2012, and the trends that are likely to drive future change in the industry.

March 2013

A Guide to the Qualified Foreign Institutional Investors Scheme for Navigating Investment into China

The Qualified Foreign Institutional Investors Scheme is China's endeavor to allow, on a selective basis, global institutional investors to invest in its RMB-denominated capital market. Samuel Zhao and Sheldon Liu interpret recent trends toward simplifying the application process, and ramping up foreign investment in China.

February 2013

Brown Brothers Harriman Partner Geoff Cook discusses the Alternative Investment Fund Managers Directive (AIFMD)

In January 2013, BBH Partner Geoff Cook participated in a Luxembourg roundtable, organised by PERE Magazine, to discuss the forthcoming AIFM Directive with industry colleagues.  The Directive, which comes into effect in July 2013, will have far-reaching consequences for the fund management industry, not only in Europe but globally.

January 2013

Creating a Blockbuster Fund: Not a Game of Chance - Webinar Recording

Brown Brothers Harriman and Strategic Insight presented a webinar on December 12, 2012 titled "Creating a Blockbuster Fund: Not a Game of Chance." Presenters at this event included, Daniel Enskat, Strategic Insight, Head of Global Consulting, Alan O'Sullivan, BBH, European Head of Business Development, and Shawn McNinch, BBH, Global Head of Exchange-Traded Fund Services.
January 2013

Creating a Global “Blockbuster” Fund – 2013 edition

BBH and Strategic Insight are pleased to present their co-authored 2013 edition of “Creating a Global ‘Blockbuster’ Fund,” examining the current implications for the investment management industry. This white paper highlights the characteristics and challenges of creating a global blockbuster fund, including many of the operational considerations. It offers insights into some of today’s most successful investment products and their ability to attract substantial investment inflows worldwide.

December 2012