Seven mutual funds, 20 ETFs and three alternatives were added in June to the list of approved instruments eligible to receive allocations from Chilean Pension Managers (AFPs).
Financial professionals can earn CFA credits at upcoming Neuberger seminar
BECON Investment Management and Neuberger Berman will host the first-ever series of advisor-focused events in Latin America in which attendees can acquire Chartered Financial Analyst (CFA) continuing-education credits.
Poor showing in May puts small dent in Brazilian fund industry’s YTD growth for 2018
Despite negative flows of BRL 4 billion in May, there was positive flows for riskier asset classes, including equities, hybrid funds and riskier classes of fixed-income funds.
Morgan Stanley: Sustainable investing gains momentum among pension, wealth entities
“The growing sophistication among asset owners about when and how to integrate ESG into the investment process creates opportunities to tailor strategies and provide customized solutions," said Morgan's Rui de Figueiredo.
Franklin preps ETFs for Mexican retail and institutional segments
Franklin is introducing a line of ETFs that includes passive and Smart Beta strategies. Demand for these instruments has been high, says Jennifer M. Johnson, president and COO.
Swiss-based Partners Group makes exclusive distribution deal with Argentine brokerage
The deal was made possible by legislation that allows Argentine clients to invest directly in financial instruments domiciled outside the country, provided that they have a local agent as a link to the operation abroad.
Spoiled by 2017 returns, individual investors are poised to react poorly to market volatility
“After an exceptional year in 2017, volatility is back, and investors are feeling as uncertain as the markets,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers.
JP Morgan is latest to list ETFs in Mexico
ETFs from global firms have flooded the market, providing investors with diversification options as the country heads toward July elections. Vanguard, Principal, Franklin Templeton, First Trust, Van Eck and Amundi have all listed funds in recently.
CCR Monthly Approval Report – May 2018
The CCR approved 10 alternatives products from Apax Partners, BlackRock, Hamilton Lane, Partners Group, Kohlberg Kravis Roberts & Co., PineBridge and Warburg Pincus.
Brazilian pensions up their risk profile, turn to equity and hybrid funds
In the 12 months ending in March 2018, flows to equity/balanced mutual funds from Brazilian pension managers amounted to BRL 6.1 billion (USD 1.7 billion) compared with only BRL 570 million in fixed income.












