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Peru – AFP Report Statistics – September 2014

January 31, 2015 by

Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of September 30, 2014.

Companies mentined in this report: iShares, State Street, PowerShares, Henderson, Van Eck, Pioneer, Dimensional, Allianz, Pictet, Julius Baer, Deutsche, Vanguard, Muzinich, Threadneedle, Franklin Templeton, ING, Janus, Aberdeen, JP Morgan, Morgan Stanley, Matthews, Investec, Robeco, Fidelity, Schroders, Axa, BNY Mellon, BNP Paribas, MFS, Integra, Prima, Profuturo, Habitat.

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Argentine Mutual Fund Industry Net New Investments (NNI) Report – December 2014

January 30, 2015 by

Excel workbook detailing net new investments (NNI) of all locally registered Argentine mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of December 31, 2014.

Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; Frances ADM. de Inv.; BNP Paribas; bST; Cima; CMA; Cohen; Consultatio; Convexity; Facimex; BACS; Fondcapital; Gainvest; Galicia; Galileo; GPS Inestments; Gte de Fondos; HSBC; Itaú; Macro; Mariva; MBA; Megainver; Patagonia; Pellegrini; Proahorro; Provincia;RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Southern Trust; Standard Bank; Supervielle.

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Filed Under: Argentina, Private, Quantitative Analysis Tagged With: , , , , ,

Mexican Mutual Fund Industry Statistics – December 2014

January 29, 2015 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2014.

Companies mentioned in this report: Banamex; BBVA Bancomer; Santander; Banorte – Ixe; Inbursa; Actinver; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Ve por Más; American Express; Invercap.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , ,

Marcello Pasquatti, 17-year veteran at MFS in Brazil, joins Pimco in Miami

January 29, 2015 by

Pasquatti, who began working for MFS in 1997 on the international sales desk, will be reporting to Alec Kersman, executive vice-president, head of Latin America & the Caribbean.

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Filed Under: News and Trends, Private, Region Tagged With: , , ,

Fitch appoints Peter Shaw head of Latin America

January 29, 2015 by

Fitch Ratings has announced the appointment of Peter Shaw (photo), managing director, as head of Latin America. Most recently, Shaw was the regional credit officer for Latin America, a position he assumed in December 2010. He previously managed Fitch's Latin American Financial Institutions group.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , ,

Mexican Finance Ministry goes all in on open architecture for mutual funds

January 29, 2015 by

The Finance Ministry unveiled an open-architecture scheme that would prevent mutual fund managers from working exclusively with only one mutual fund distribution company or entity (usually the bank that owns them), and ensure that any distributor willing to offer a manager's fund should be allowed to do so.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , ,

Political and legal questions could be provoking redemptions from Penta and CorpBanca funds

January 29, 2015 by

In the last quarter of 2014 these two managers suffered the worst falls in AUMs amid a period of great growth for many of their peers.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , , , , , , ,

Iñaki Bernus is the new director of private banking at Credit Suisse

January 29, 2015 by

Bernus has over 24 years’ experience in private banking; prior to joining Credit Suisse Mexico in 2010, he was director of private banking at Invex Grupo Financiero and regional director of wealth management and specialized advisory services at Banorte.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , , ,

Morgan Stanley: High-net-worth investors predict positive 2015 on strength of US economy, tech and biotech stocks

January 29, 2015 by

Morgan Stanley Wealth Management’s semi-annual Investor Pulse Poll found that the wealthy see their best opportunities coming from the US, in technology stocks, and in equities in general.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , ,

Neuberger Berman opens office in Colombia

January 29, 2015 by

Mauricio Barreto (photo), who spent 11 years as vice-president of Lehman Brothers and, more recently three years at the Colombian-based Acciones y Valores brokerage firm, will be supported by Ana Maria Roa Sarmiento and together they will service the local investment community.

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Filed Under: Colombia, News and Trends, Private Tagged With: , , , , , , , ,
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