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Regional Pension Fund Managers Industry Statistics – September 2015

November 26, 2015 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of September 30, 2015.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Old Mutuial; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Scotiabank; BHD; BanReservas; Romana; Republica; Sura; Itaú Unibanco; Bandes

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

League Table – Assets Gathered by Latin American Pension Fund Managers – September 2015

November 26, 2015 by

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of September 30, 2015.

Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.

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

Chilean Mutual Fund Industry Net New Investments (NNI) Report – September 2015

November 26, 2015 by

Excel workbook detailing net new investments (NNI) of all locally registered Chilean 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 September 30, 2015.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Santander; Scotia; Security; Sura; Zurich.

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

Esteves arrest could be final nail in coffin of BTG’s Chilean fund distribution business

November 25, 2015 by

BTG, already faced with the desertion of three international fund managers over the span of a year, as well as two key executives, will now face scrutiny from its remaining global clients over the corruption-related arrest of its CEO in Brazil.

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

Retirement funds in Brazil empowered to invest more in equity, infrastructure and foreign instruments

November 23, 2015 by

Resolution 4444 gives the USD 170 billion open pension system in Brazil some needed flexibility, and aligns the industry more closely with the investment regime of corporate pension plans. "In general, this is very positive," said Marcelo Mello, vice-president at SulAmérica Investimentos.

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

BBVA Bancomer, Morgan Stanley team to launch global multi-strategy fund in Mexico

November 23, 2015 by

The new vehicle joins six other international funds on the platform of BBVA Bancomer, which has already signed subadvisory deals with global firms BlackRock, Franklin Templeton and Pioneer Investments.

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

Blackstone appoints senior advisor to scope out Mexican opportunities

November 23, 2015 by

Blackstone has hired Isauro Alfaro, co-founder of Alfaro, Dávila y Ríos SC, a leading independent and restructuring advisory firm in Mexico. Before founding ADR, he worked as managing director and head of Credit Suisse Mexico.

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

BofA Merrill: Investors regained risk appetite in October

November 23, 2015 by

With growth and inflation expectations notably higher after new US payroll data, investors have cut cash holdings and increased exposure to equities, real estate and alternative investments. Confidence in the global economy also rebounded, up 22 percentage points from October.

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

Credit Suisse appoints new LatAm wealth management head

November 23, 2015 by

In October, Credit Suisse announced it would close its domestic US private bank as part of wider plans to slim down the business and increase their presence in markets like Latin America and Asia. The Latin American unit will be led by Ignacio Martos.

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

League Table – Assets Gathered by Latin American Mutual Fund Managers – September 2015

November 22, 2015 by

This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change . Data as of September 30, 2015.

Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Caixa Econômica Federal; Santander; BTG Pactual; HSBC; Citigroup; BBVA; Credit Suisse; Safra Asset Mgt.; Votorantim; JP Morgan; Legg Mason; BNY Mellon AM; Grupo Sura; Banchile; BNP Paribas; Scotia; Banorte - Ixe; Inbursa; Vinci Partners; Opportunity; Sul America Investimentos; Actinver; Intrag; BRL Trust; Bci; BCP; Quantitas; Morgan Stanley; BW; GPS - CFO; JGP; Icatu; SPX; Porto Seguro; Pátria; GBM; Integral Investimentos; GAP Prudential; Banrisul; Plural Capital; Principal; Grupo Aval; Security; Mapfre; Riviera; LarrainVial; Bice; Oliveira Trust ; BancoEstado; Alfa; Nafinsa; Pragma; Davivienda; BNB; Dynamo; Kinea; Kondor; Planner; Modal; Merrill Lynch; Schroders; Petra; Geracao Futuro; Solidus; Alianza; Everest; Reliance; Interacciones; CorpBanca; Consenso; Ibiuna; Global Equity / Global Capital; Banco Clássico; UBS; Peninsula; Fator; Franklin Templeton; Gerval; Phronesis Investimentos; Polo Capital; BBM; Ventor; Valmex; Vector; Mercatto; Claritas; Pellegrini; BRZ; Perfin; Ipanema; Advisor; Fiducor; Quest; Galicia Adm. de Fondos; Squadra Investimentos; Tarpon; Lorinvest.

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