Archives for August 2017

Evli Fund Management latest brand added to BTG Pactual’s platform

Evli is a Finnish manager specializing in corporate bonds, factors, small caps and frontier markets. Ignacio Pedrosa, BTG Pactual manager for third-party distribution, believes the firm's high-performing funds are natural fits for AFPs.

This content is reserved for our licensees.

Log In Register

Vanguard sees cost competition aiding its AUM growth in Mexico

“In recent years our clients have told us they like Vanguard's low-cost quality offering, but they wanted more presence and a closer relationship with us," said Juan Manuel Hernández, and ex-BlackRock and iShares executive named to head Vanguard's first Mexico City office.

This content is reserved for our licensees.

Log In Register

Asian, European and emerging-markets funds lifted in Chilean AFP offshore surge

Chilean AFPs finished July with USD 68.9 billion abroad, a level not seen since July 2015, and compares with USD 57.7 billion in December. Funds by Aberdeen, Allianz, Investec, GAM and Invesco were in high demand.

This content is reserved for our licensees.

Log In Register

CCR Monthly Approval Report – August 2017

Investec and Morgan Stanley had two products each registered, while JP Morgan and Lord Abbett followed completed the list with one fund each.

This content is reserved for our licensees.

Log In Register

BTG Pactual set to launch broker-dealer in Argentina

Grupo BTG Pactual SA's broker-dealer in Argentina will start operations by early September, as Latin America's largest independent investment bank seeks to boost exposure to potential capital markets expansion in the country.

This content is reserved for our licensees.

Log In Register

Pimco puts on asset-gathering master class in Brazil

Pimco's Brazil-domiciled feeder funds, which invest in cross-border Pimco products, raised roughly USD 350 million in the first six months of 2017, with AUMs jumping from USD 61 million to USD 419 million. Luis Otavio Oliveira, Pimco's VP of business development, explains how.

This content is reserved for our licensees.

Log In Register

League Table – Assets Gathered by Latin American Mutual Fund Managers – June 2017

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 June 30, 2017.

Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Santander; Caixa Econômica Federal; Citigroup; HSBC; BBVA; BTG Pactual; Credit Suisse; J Safra Asset Mgt.; Votorantim; Funcef; BNP Paribas; Legg Mason; Banchile; Sura; Scotia; Banorte – Ixe; Fundacao Cesp; Verde; JP Morgan; Inbursa; Quantitas; Plural Capital; Actinver; BRL Trust; BW; Bci; Sul America Investimentos; Opportunity; Vinci Partners; Pátria; GBM; Grupo Aval; Morgan Stanley; Oliveira Trust ; Icatu; Real Grandeza; Intrag; Credicorp Capital; JGP; Pessoas fisicas Fundacao; LarrainVial; SPX; BancoEstado; Principal; Security; Porto Seguro; Banrisul; Alianza; Gávea; BNY Mellon Asset Mgt.; Vale do Rio Doce Fundacao; Bice; GPS – CFO; Fapes Fundacao; Pragma; Modal; Mapfre; Kinea; Planner; XP Investor; Merrill Lynch; Riviera; MHFT; Davivienda; Rio Bravo Investimentos; Pellegrini; Brasilprev Seguros; BNB; O3; Dynamo; Reliance; Phronesis Investimentos; Petra; Ceres Fundacao; Interacciones; Telos Embratel; CorpBanca; Nafinsa; Compass; Vector; CBS Fundacao; Galicia Adm. de Fondos; Schroders; BBM; Alfa; Consenso; Integral Investimentos; Serpros Fundacao; GAP Prudential; Valmex; Tarpon; Banco Clássico; Kondor; BancoOB; Ibiuna; G5; Valores Bancolombia and Others.

This content is reserved for our licensees.

Log In Register

League Table – Assets Gathered by Latin American Pension Fund Managers – June 2017

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 June 30, 2017.

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.

This content is reserved for our licensees.

Log In Register

Regional Mutual Fund Managers Industry Statistics – June 2017

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2017.

Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credicorp Capital; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.

This content is reserved for our licensees.

Log In Register

Regional Pension Fund Managers Industry Statistics – June 2017

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2017.

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

This content is reserved for our licensees.

Log In Register