Latin American institutional allocations: Which funds are attracting first-time investments?

From climate-aligned global equities to local-currency emerging-market debt and physical gold, five mutual funds and ETFs received their first investments in September 2026.

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VanEck deepens commitment to Latam with expanded leadership

The expansion includes plans to grow its dedicated distribution team and continue investing in product access and market support. Karen Knight has been named Managing Director, Head of Latin America.

AllianzGI partners with BTG Pactual to target Latam and US offshore wealth

The distribution agreement serves to rebuild AllianzGI's presence in the US Offshore and Latin American wealth channels.

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M&G strengthens its distribution team with senior appointment

Vince León will work closely with financial advisors, private banks, wirehouses and independent broker dealers active in the US offshore market, helping clients access M&G's range of public and private market investment solutions.

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Mercer’s AltamarCAM deal draws attention in Chile pensions

The transaction would bring a leading private markets platform under Mercer’s umbrella at a time when the firm is playing a key role in the implementation of Chile’s pension reform.

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Principal and AllianceBernstein strengthen their Andean region teams

Aiming to expand their presence among institutional clients, both firms are strengthening their distribution capabilities with the addition of seasoned Chilean executives.

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Jupiter focuses on listening to its clients to navigate reforms in the region

“We see significant growth potential across Latin America, with Mexico, Chile, and Colombia standing out as markets where client demand and engagement are particularly strong,” said William Lopez, Head of Europe and Latin America at Jupiter Asset Management.

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Nuveen has agreed to acquire Schroders in a USD 13.5 billion deal

The acquisition will create a combined group with USD 2.5 trillion of assets under management.

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BlackRock and Partners Group launch private markets SMA for wealth platforms

The introduction of an outcome-oriented private markets SMA reflects a broader industry shift from products to portfolio solutions, with meaningful implications for wealth platforms.

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Balanz unveils new RG 1030 global bond fund leveraging BlackRock’s ETF platform

The initiative represents one of the early steps by local managers to offer qualified investors locally domiciled vehicles with exposure to international assets.

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