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
June 20, 2018 by
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
June 19, 2018 by
“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
June 19, 2018 by
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
June 13, 2018 by
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
June 12, 2018 by
“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
June 12, 2018 by
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
May 31, 2018 by
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
May 22, 2018 by
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.
Win-win in the branding department as Banchile, Prudential ink distribution deal
May 22, 2018 by
"This agreement between two experienced asset managers gives investors access to a broader range of investment opportunities in one of the most important markets in the region," said Stuart Parker, PGIM Investments president and chief executive officer.
