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.”
Survey: Most institutions pleased with managers’ stepped-up communication during crisis
Citi sees second-half rebound in emerging markets, global small- and mid-cap equities
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
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
“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
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
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
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.
Brazilian fund industry hit with BRL 91 billion in redemptions in April
Only foreign investment funds, with net inflows of BRL 2.2 billion in April, had a positive month. Year to date, the category had positive flows of BRL 11.4 billion.
CCR Monthly Approval Report – April 2020
Swisscanto led with five mutual funds registered in the month, while Xtrackers followed with ETFs. Berenberg, Credit Suisse, Man, Muzinich, PGIM, PineBridge, Robeco, and State Street joined the list along with two alternative products.
The regulator also gave the green light to two alternative products from Antares and Thomas Bravo.
JP Morgan Asset Management lists first hedged ETF in Mexico
The ETF seeks to provide a reliable beta “building block” for investors looking for a short-dated dollar-denominated government debt allocation, said JPM's Juan Pablo Medina-Mora.







