The addition of Ruiz-Esquide was the latest in a series of shakeups at the Chilean pension manager, which is owned by Met Life.
CCR Monthly Approval Report – April 2018
May 9, 2018 by
Lombard Odier led with 10 mutual funds registered in the month, while AZ Fund followed with three of its own products. Eleven other mutual funds managers and ETFs sponsors completed the list with one product each.
Colombia – AFP Report Statistics – March 2018
May 8, 2018 by
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of March 31, 2018.
Companies mentioned in this report: 1832 AM; Aberdeen; AllianceBernstein; Allianz; Amundi; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Deutsche; Dimensional; Fidelity; Franklin Templeton; Groupama; Horizons; Invesco; Investec; iShares; Janus Henderson; JP Morgan; Mandarine; Matthews Funds; MFS; Morgan Stanley; Neuberger Berman; NN IP; Powershares; Pictet; PIMCO; Pioneer; Robeco; Schroders; State Street; Vanguard; Vontobel; WisdomTree; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Colseguros; Popular; Alianza.
Henriquez passes baton as Insigneo enters new growth phase
April 17, 2018 by
Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.
Brazilian investors’ focus on riskier fund classes intensified in first quarter of 2018
April 17, 2018 by
Since last October, balanced funds and equity funds have raised BRL 88 billion, compared to BRL 25 billion in outflows for fixed-income funds.
Old Mutual wholesalers agree to distribute OMGI funds as independent company
April 17, 2018 by
Old Mutual Global Investors' US offshore and Latin American offshore sales team has gone independent, and will continue to offer OMGI funds - and perhaps other brands - via its newly established, Miami-based, third-party distribution firm.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.
Rate cuts in Brazil led to additional inflows to riskier asset classes in February
April 4, 2018 by
Retail investors are flocking to balanced and mixed funds, as well as equities, as inflation slows and interest rates come down.
State Street embraces new investment paradigm, launches investable indices
April 4, 2018 by
"We’re packaging an active strategy in rules-driven index, where security weights can change dynamically as relevant factors and big data indicators evolve," said Will Kinlaw of State Street Global Exchange.
Sura Asset Management appoints Vidal to head fixed-income unit for regional fund business
April 4, 2018 by
Armando Vidal, until recently head of the fixed-income unit of Sura-owned Peruvian pension manager AFP Integra, has become the head of fixed-income for Sura’s fund businesses in Mexico, Chile, Peru, Colombia and Uruguay.
