Tracking the Activities of Global Asset Managers in Latin America
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2021.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of September 30, 2021.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of September 30, 2021.
Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida, UNO.
Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of September 30, 2021.
Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.
Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of September 30, 2021.
Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.
Afores have a keen interest on ETFs giving access to ESG, thematics and sector investing outside the S&P500, says SSGA's Heinz Volquarts.
HSBC Mexico's Christian Lafiandra said staying in close contacts with clients helped boost the firm's AUMs during the pandemic.
PIMCO's Gio Onate, who heads the Mexican effort, joins a team of close to 25 professionals focused on the Latin American and Caribbean markets.
As the bill moves to the Senate, the impact of November elections will weigh heavily on the outcome given the salience of the matter in the eyes of the public.
Jaime Santibañez, Principal Mexico's country manager, is ready for the unveiling of a new digital app aimed at the retail and affluent sectors.
