Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – February 2018

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of February 28, 2018.

Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.

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Mirabaud AM exec shakeup brings new coverage of Latin America

Elena Villalba will be responsible for business development in Spain, Portugal and Latin America. Meanwhile, Raimundo Martín, managing director for Iberia and Latin America since October 2012, is leaving the company.

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Brazilian mutual fund industry raises BRL 25 billion in January

The road ahead for Brazilian fixed-income funds seems rough, as yields are compressed and the benchmark interest rate sits below 7%.

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Pactual inks institutional-distribution deal with Capital Dynamics

"Capital Dynamics is one of the best integrated alternative investment platforms worldwide," said Ignacio Pedrosa, head of third-party distribution at BTG.

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CCR Monthly Approval Report – January 2018

Legg Mason, Invesco, Natixis, Lyxor, and Degroof Petercam were the managers registering products in January 2018.

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Fidelity launches international factor-based ETFs

“Many investors have expressed strong interest in international dividend and value factor strategies,” said Greg Friedman, head of ETF management and strategy at Fidelity.

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Scotiabank property to take over Citi’s retail banking network in Colombia

Acquisition of Citi's 47 branches and 424 self-service access points across Colombia fits with Scotiabank's strategy to increase scale in Pacific Alliance economies of Colombia, Mexico, Chile and Peru," said the firm's Nacho Deschamps,

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Julius Baer boosts Brazilian wealth presence with Reliance acquisition

Julius Baer, which already purchased multi-family office GPS Investimentos in Brazil, has agreed to acquire 95% of Reliance Group, another large independent wealth firm.

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BlackRock: Boomers missing out on ETF revolution

“Boomers, who came of age during one of the most extended bull markets in memory, may still be holding onto a stock-picking mentality,” says Martin Small, head of US iShares at BlackRock.

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MFS opens Americas sales hub in Miami

An initial executive at the new Miami office will be Eric Figueroa, who was named regional representative for the Colombian market.

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