2019 YE — All values in USD billions— Definitions
Firm Information
Brown Brothers Harriman
www.bbh.com
140 Broadway
Cameron Laird
Senior Vice President
| cameron.laird@bbh.com |
212-493-7967 |
Service Offerings & Client Profiles
| Insurer Services | |||
|---|---|---|---|
| Investment Accounting Outsourcing | Y | ALM Partnering | N |
| Customized Portfolio Reporting | Y | Regulatory Assistance | N |
| Insurance Client Web Portal | N | Strategic Asset Allocation Advice | N |
| Peer Analytics | N | Tactical Asset Alloc / Multi-Asset Portfolio Mgt | Y |
| Capital Modelling & Management | N | Insurance Client Conferences | N |
| Income & Cash Flow Projections | N | ESG Specific Products Placed with Insurers | Y |
Client Relationship Size
AUM Summary
| 3rd Party General Account | Public | Private | Total |
|---|---|---|---|
| Fixed Income | 5.666 | – | 5.666 |
| Equities | 0.098 | – | 0.098 |
| Total | 5.764 | – | 5.764 |
| Firm | Public | Private | Total |
|---|---|---|---|
| Fixed Income | 41.533 | – | 41.533 |
| Equities | 16.755 | 1.412 | 18.167 |
| Total | 58.288 | 1.412 | 59.7 |
| Regions | 3P-GA | Firm |
|---|---|---|
| N America | 5.412 | 44.021 |
| Europe & UK | – | 1.202 |
| APAC | – | 3.151 |
| Offshore | 0.352 | 1.123 |
| Other | – | 10.203 |
AUM Details
| Public Fixed Income | 3P-GA | Firm |
|---|---|---|
| Cash/Short-Term | 1.762 | 14.855 |
| Governments & Agencies | 0.015 | 4.729 |
| Corporates | – | – |
| Municipals, Tax-Preferenced | 0.423 | 4.684 |
| Municipals, Taxable | – | – |
| Securitized – RMBS | – | – |
| Securitized – All Other | 1.277 | 2.527 |
| Convertibles | – | – |
| High Yield | – | – |
| Bank/Leveraged Loans | – | – |
| CLOs | – | – |
| Emerging Markets – Sovereigns | – | – |
| Emerging Markets – Corporates | – | – |
| Other | 2.189 | 14.738 |
| Public Equities | 3P-GA | Firm |
|---|---|---|
| Large Cap | 0.098 | 13.332 |
| Mid Cap | – | – |
| Small Cap | – | 1.238 |
| Global Developed Markets | – | 0.13 |
| Emerging Markets | – | – |
| Quant/Smart Beta | – | – |
| Mkt Neutral / Long-Short / Liquid Alts | – | – |
| Dividend-Tilt | – | – |
| Passive SMAs | – | – |
| Other | – | 2.055 |
| Private Fixed Income | 3P-GA | Firm |
|---|---|---|
| Private Placements – Traditional | – | – |
| Corporate – Middle Market | – | – |
| RE – CMLs | – | – |
| RE – All Other Debt | – | – |
| Infrastructure Debt | – | – |
| Structured | – | – |
| High Yield | – | – |
| Other | – | – |
| Private Equity, Equity Alts | 3P-GA | Firm |
|---|---|---|
| PE / VC | – | – |
| RE Equity | – | – |
| Infrastructure Equity | – | – |
| Hedge Funds | – | – |
| Other | – | – |
