Net inflows stayed positive for Brazilian mutual funds in shaky February

For the fifth month in a row, the Equity class had the best result for the month. After raising BRL12.8 billion in February, the class shows net inflow of BRL36.3 billion in 2020.

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Aviva hires Capital Strategies to distribute into Brazil and Uruguay

The deal completes Aviva’s geographical coverage of Iberia and Latin America, complementing an existing partnership with Excel Capital, which represents Aviva in institutional markets in Chile, Peru and Colombia.

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CCR Monthly Approval Report – February 2020

A total of 12 products were added in the month from nine different asset managers: Allianz, JP Morgan, Sycomore, Vanguard, Ardian, Clayton, Dubilier & Rice, New Mountain, Newbury Partners, and StepStone.

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Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – February 2020

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of February 29, 2020.

Companies mentioned in this report: AllianceBernstein; Aberdeen; Actinver; Amundi; Axa; BBVA; BlackRock; Compass; Deutsche; Direxion Shares; Exane; Fidelity; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Investec; iShares; Janus Henderson; JP Morgan; Lyxor; Man; MFS; Moneda; Morgan Stanley; Natixis; Old Mutual; Pictet; PIMCO; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Union Bancaire Privée; Van Eck; Vanguard; Wellington; WisdomTree; Banamex; Scotia; Ixe; Valmex; Sura; GBM; Inbursa; HSBC; Finaccess; Vector; Invex; Interacciones; CI Fondos; Intercam; Invercap; Afirme; Monex; BNP Paribas ; Akaan Transamerica.

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Abrupt exit for Itaú Corpbanca CEO

Manuel Olivares Rossetti stepped aside at the end of January 2020 after a barely a year on the job. He had joined the firm from BBVA Chile.

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Equity funds in Brazil enjoyed banner year in 2019, shattering records

With net funding of BRL 17 billion in December, the equity class ended the year with its best annual performance and the industry's largest net inflow at BRL 86 billion, tripling its 2018 result.

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CCR Monthly Approval Report – January 2020

Lazard, Credicorp Capital, Franklin Templeton, Pictet, Aditya Birla Sun Life, Altamar, Golden Gate, CarVal Investors, Golub, Kayne Anderson and Monarch were the managers registering products in January 2020.

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JPM adds its name to list of managers with Afore-ready products

The fund – JPM US Select Equity – aims to achieve a return in excess of the US equity market by investing primarily in US companies that are selected by a research-driven investment process based on the fundamental analysis.

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CCR Monthly Approval Report – December 2019

SEI and LFDE, La Financière de l'Echiquier, led the list of registered investment products with five and three mutual funds, respectively, followed by Morgan Stanley and Wellington each with one product approved.

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Compass Group gets green light to offer first Brazilian-domiciled fund

Compass opened the Brazil office in 2018 and obtained a license to manage funds in December 2019. In 2020 it plans on launching credit funds, domestic equity funds as well as feeders that link to global managers.

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