Tech-savvy fund manager Fintual has built a proprietary platform catering to 16,000 clients. It aims to hit USD 200 million in AUM by year end, says portfolio manager Stella Melaragno.
Archives for July 2020
Mexican Mutual Fund Industry Net New Investments (NNI) Report – June 2020
July 30, 2020 by
Excel workbook detailing net new investments (NNI) of all locally registered Mexican 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 June 30, 2020.
Companies mentioned in this report: Compass; Sura IM; CI Fondos; Templeton; BNP Paribas; Mifel; Valores Afirme; Principal; Value; Finacces; Multivalores; Invex; Old Mutual; Intercam; Nafinsa; HSBC; Inbursa; Vector; Valmex; GBM; Monex; Actinver; Interacciones; Scotia; Banorte – Ixe; BBVA Bancomer; Santander; BlackRock; Azimut; BTG Pactual.
Mexican Mutual Fund Industry Statistics – June 2020
July 30, 2020 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2020.
Companies mentioned in this report: BLackRock; BBVA Bancomer; BTG Pactual; Santander; Banorte – Ixe; Inbursa; Actinver; Azmut; 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; Invercap.
Argentine Mutual Fund Industry Net New Investments (NNI) Report – June 2020
July 30, 2020 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 June 30, 2020.
Companies mentioned in this report: Adcap; Adm. Tit y Val.; Aires Capital; Allaria Ledesma; Argenfunds; Axis; BACS; Balanz; Bayfe; BBVA Frances; BNP Paribas; Bull Markets; Cima; Capital Markets Argentina; CMF; Cohen; Consultatio; CyC; Deal; Delta; First Capital; Galicia; Galileo; GIO, Grupo SS; HSBC; ICBC Bank; IEB; Industrial; Intervalores; INTL Gainvest; Investis; Itaú; Macro; Mariva; Megainver; Mercofond; Moneda; Nuevo Chaco Fondos; Patagonia; Pellegrini; Proahorro; Provinfondos; Quinquela; Quiron; Santader Río; SBS; Schroders; Southern Trust; Supervielle; Tavelli; Tutelar; Valiant; Zofinger.
Argentine Mutual Fund Industry Statistics – June 2020
July 30, 2020 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2020.
Companies mentioned in this report: Adcap; Adm. Tit y Val.; Aires Capital; Allaria Ledesma; Argenfunds; Axis; BACS; Balanz; Bayfe; BBVA Frances; BNP Paribas; Bull Markets; Cima; Capital Markets Argentina; CMF; Cohen; Consultatio; CyC; Deal; Delta; First Capital; Galicia; Galileo; GIO, Grupo SS; HSBC; ICBC Bank; IEB; Industrial; Intervalores; INTL Gainvest; Investis; Itaú; Macro; Mariva; Megainver; Mercofond; Moneda; Nuevo Chaco Fondos; Patagonia; Pellegrini; Proahorro; Provinfondos; Quinquela; Quiron; Santader Río; SBS; Schroders; Southern Trust; Supervielle; Tavelli; Tutelar; Valiant; Zofinger.
Peruvian AFP Pension Fund Industry Statistics – June 2020
July 28, 2020 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 2020.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Mexican Pension Fund Industry Statistics – June 2020
July 28, 2020 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2020.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Colombian AFPs shunned equity in April, missing sharp recovery in prices
July 28, 2020 by
The Colombian AFPs received USD 210 million in fresh funds in April to finish the month with USD 17.3 billion invested in cross-border funds and ETFs, almost entirely in equity funds.
Natixis survey finds surprising optimism among financial advisors
July 28, 2020 by
Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.
Chilean AFPs face up to USD 20 billion in redemptions
July 24, 2020 by
Local distributors gamed out the winners and losers if AFP affiliates are allowed to redeem 10% of their positions. ETFs and illiquid investments such as private equity could suffer most.
