"The vehicle launch places SURA on the same footing as the more important global asset management firms, while reinforcing our value proposition," stated Ignacio Calle, CEO of SURA Asset Management.
CCR Monthly Approval Report – July 2020
August 1, 2020 by
A total of 16 products were added in the month from eight different asset managers: Fideliy, Invesco, Janus Henderson, T. Rowe Price , ComStage, Apollo, Portfolio Advisors and Tishman Speyer.
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.
Survey: Most institutions pleased with managers’ stepped-up communication during crisis
July 14, 2020 by
State Street's John Lehner sees "an opportunity for asset managers to provide more strategic views and forecasts through technology, such as podcasts, webinars and video conference calls.”
Citi sees second-half rebound in emerging markets, global small- and mid-cap equities
July 14, 2020 by
David Bailin, chief investment officer at Citi Private Bank, urged investors to get off the sidelines and put cash to work as a new cycle begins.
CCR Monthly Approval Report – June 2020
July 1, 2020 by
A total of eight products were added in the month from seven different asset managers: Lyxor, Invesco, Charterhouse CP, GTCR , MV CP, Nordic Capital and Pantheon.
Credit Suisse to take stake in Brazilian digital broker Modalmais
June 23, 2020 by
“This transaction further enhances our ability to serve our clients digitally while getting access to additional client segments in a fast growing environment,” said Credit Suisse's Philipp Wehle.
Fund industry shows BRL 14.9 billion outflow in May
June 23, 2020 by
Brazilian fixed-income funds have suffered BRL 131.1 billion (USD 24 billion) in outflows in the first five months of 2020 as yields continue to plummet.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – May 2020
June 4, 2020 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of May 31, 2020.
Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.
CCR Monthly Approval Report – May 2020
June 1, 2020 by
Standard Aberdeen led with five mutual funds registered in the month, while BlueBay (4), KraneShares( 2), Macquaire (1), Marathon (1), Partners Group (1), Rhone (1) and The Jordan Company(1) won approval for their products.
