Alternative Investment Distribution in Latin America

Latin Asset Management‘s latest research effort explores Latin American demand for alternative-asset-management products, namely private-equity funds, infrastructure funds, real-estate investment trusts, venture-capital funds, and funds of funds holding these types of instruments. Institutional and private investors are increasingly turning to private-equity vehicles to take advantage of their long-term return potential, low-volatility and low correlation with traditional financial assets. The asset class is gradually becoming a pesky competitor for distributors of traditional cross-border products in the region, and has a better growth story than do cross-border ETFs and mutual funds.

Alternative Investment Distribution in Latin America is based on face-to-face in-country meetings conducted in the third quarter of 2014. Latin Asset Management’s research analysts sat down with top alternatives-business executives, institutional buyers and regulators from Mexico, Colombia, Peru and Chile with the aim of helping global providers to:

  • size the market on a country-by-country basis
  • understand how expansive regulatory changes are creating opportunities for these products
  • appreciate the competitive landscape for alternatives products in Latin America
  • analyze from which segments demand will be strongest
  • recognize the types of products that have the most potential
  • chart the potential growth of the alternatives industry in Latin America

Purchasers of the report will be informed of the following:

  • The size of the alternatives business in the four countries and the top country for asset gathering
  • In the upcoming five years, the size of the business (in billions of USD) in committed capital
  • Which of the four markets will grow at least two times faster than the rest of the countries
  • Which segments on the demand side will account for 80% or more of future demand
  • The specific government incentives, regulatory accommodation, etc. in each country that is behind the growth of the alternatives industry
  • Local infrastructure and real-estate products as well as foreign private-equity funds – especially those investing in the small- and mid-cap segment – are most often cited as attractive to Latin American institutional investors
  • How the alternatives segment is becoming a headache for distributors of traditional financial-asset products (i.e. cross-border mutual funds and ETFs) due to competition for a share of investors’ long-term allocations

 

Report sections:

  1. Regulatory Environment
  2. Demand Drivers
  3. Buying Trends
  4. Competitive Landscape
  5. Growth Projections

 

Exhibit list:

  1. Chilean AFP Multifund Exposure Limits to Restricted Products
  2. Colombian AFP Multifund Exposure Limits to Alternatives
  3. Minimum Requirements for Global Managers Seeking to Market Funds to Colombian AFPs
  4. Peruvian AFP Multifund Exposure Limits to Alternatives
  5. Peruvian AFP Multifund Sublimits by Alternative Type
  6. Mexican Siefore Exposure Limits to Structured Products
  7. Mexican Siefore Sublimits by Structured Product Type
  8. Chilean AFP Exposure to Local Equities (2009-2013)
  9. Annual Capital Commitments to Alternative Asset Management Products by Country (2009-2013)
  10. AUM of Chilean Alternative Asset Management Products by Type (2009-2013)
  11. AFP Share of Total AUM of Chilean Alternative Asset Management Products (2009-2013)
  12. Committed Capital in Colombian Private Equity Projects (April 2014)
  13. Colombian AFP Investment in Private Equity Funds (2009-2013)
  14. Peruvian SAFI Market Share by Asset Class (2009-2013)
  15. Mexican Private Equity Industry AUM (2009-2013)
  16. Distribution of Mexican Afore Investment in Alternative Asset Managment Products by Type
  17. Ranking of Sponsors of Chilean Alternatives Funds by Strategy Type
  18. Ranking of Sponsors of Chilean Alternatives Funds by AFP Commitments
  19. Alternatives Managers Doing Business in Colombia
  20. Colombian AFP Allocations to Alternative Asset Management Products by Sponsor (2009-2013)
  21. Peruvian AFP Allocations to Alternative Asset Management Products by Sponsor (2009-2013)
  22. CKDs issued in Mexico (2008-2014)
  23. Growth Projection – Capital Committed to Alternative Asset Management Products, Chile, Peru,
  24. Colombia and Mexico, 2013-2018
  25. Annual Capital Commitments by Country, 2009-2013 and 2014-2018 Projected Average
  26. Growth Projection – Alternative Asset Management Products in Chile, 2013-2018
  27. Growth Projection – Alternative Asset Management Products in Colombia, 2013-2018
  28. Growth Projection – Alternative Asset Management Products in Peru, 2013-2018
  29. Growth Projection – Alternative Asset Management Products in Mexico, 2013-2018
  • Published: 4Q 2014
  • Report length: 9,500 words, 30 pages
  • Number of Exhibits: 29
  • Delivery Format: PDF
  • List Price: USD 2,495 / Sale Price: USD 1,995
  • Go to our Contact Page and click on Sales or Billing Inquiry from the dropdown list to order