A full rewrite of the investment regime pushed along by Consar president Carlos Ramirez was published on Friday, Jan. 5 in the Official Bulletin. We provide initial details and a first read on the potential impact for cross-border firms.
CCR Monthly Approval Report – December 2017
Products from HSBC, Lyxor, Aberdeen and others won approval, as did the first alternatives products from Carlyle Group, Oaktree Capital and Intermediate Capital Group.
WisdomTree boosts ETF range in Mexico
"We continue to see increased interest in ETFs, given the structural benefits and convenient exposure to important asset classes," said CEO Jonathan Steinberg.
Natixis: Institutional investors embrace active managers amid fears of bubble, increased volatility
“Investors are facing unprecedented challenges as central banks unwind the easy money policies that have dominated the markets since the financial crisis and prepare for the first challenging bond market in more than a generation,” said Natixis's David Giunta.
Headstrong millennials take financial planning into their own hands
“As we observe how Americans look at their financial future, younger generations continue to rewrite the rules for the rest of us,” said Aron Levine, head of Merrill Edge
Advisors working more in teams but not collaborating on decision-making, says Janus-backed study
“Extraordinary teamwork is crucial for delivery of a remarkable client experience and to the success of an advisor practice in today’s dynamic wealth management industry,” says John L Evans Jr., executive director of Janus Henderson Labs.
CMN Resolution 4.611
Alters Resolution 3.792, from September 24, 2009, which set rules on the allocation of assets of plans administered by Brazilian closed pension funds.
Scotiabank agrees to buy BBVA’s stake in BBVA Chile
Scotiabank CEO Brian Porter has said that the potential acquisition of BBVA’s retail business in Chile was a “once-in-a-lifetime opportunity.”
CCR Monthly Approval Report – November 2017
iShares, Oddo, Matthews , Lyxor, and Edmond de Rothschild were the fund sponsors gaining approval for new products.
Prima AFP names Corpancho head of equities
In his new role, Oscar Corpancho has responsibility over portfolio managers Jorge Morey and Juan de Dios Cárdenas, who are in charge of international-equities analysis and mutual-fund selection.









