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Colombian Mutual Fund Managers Industry Statistics – June 2016

September 1, 2016 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2016.

Companies mentioned in this report: Bancolombia; Alianza; Bogotá; Valores Bancolombia; Credicorp Capital; Corredores Davivienda; Corficolombiana; Davivienda; Occidente; BBVA; La Previsora; CitiValores; BTG Pactual; Ultraserfinco; Compañía de Profesionales de Bolsa; Helm; Acción; Fiduagraria; Colpatria; Popular; Old Mutual; SEAF Colombia; Casa de Bolsa; Servitrust GNB Sudameris; Alianza Valores; Colmena; ADCAP; Central; Global Securities; Fiducoldex; Progresion; Gestión; Helm; Acciones y Valores; Seguridad; País; Servivalores; GNB Sudameris; Asesoría e Inversiones; Compass Group; AFIN; Old Mutual.

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Filed Under: Colombia, Private, Quantitative Analysis Tagged With: , , , , ,

Sura launches Pacific Alliance bond fund

August 24, 2016 by

Sura's Juan David Perdomo said the Chile-domiciled fund will invest in government and corporate bonds throughout Chile, Mexico, Colombia and Peru. Mirror versions of the fund are expected in other jurisdictions.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , ,

Brazilian investors not enticed by sharp rise in share prices

August 23, 2016 by

Despite double-digit gains of the local stock market in July, investors dumped balanced and mixed funds and were agnostic on equity vehicles. Flows into short-term funds were strong, however.

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Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , , , , , ,

Fidelity uncovers what drives millionaires to recommend their advisors

August 23, 2016 by

“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , ,

BlackRock reinforces Latam management team

August 23, 2016 by

Andrés De Goyeneche was named regional director for Chile, Peru and Uruguay, while Mauricio Perez Lavin was tapped to lead the product division for institutional clients in Chile.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , ,

Wealthy see their financial security tied to outcome of US election

August 23, 2016 by

"Across party lines, investors see the economy as the biggest issue in the election, outranking concerns like healthcare, national security and foreign policy," said UBS's Paula Polito.

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Filed Under: News and Trends, Private, Region Tagged With: , , , ,

Nuveen and Artivest team to offer alternatives to HNW intermediaries

August 10, 2016 by

Mike Perry, head of alternative investments for Nuveen, said the firm is committed to helping clients build out this important component of their portfolios.

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Filed Under: News and Trends, Private, Region Tagged With: , , , ,

CCR Monthly Approval Report – July 2016

August 3, 2016 by

Goldman led with three products - two ETFs from its ActiveBeta family and one equity fund, while Vanguard followed with two ETFs and Credit Suisse, Pioneer and BNP completed the list with one fund each.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , , , ,

BRZ Patrimônio is Azimut’s third wealth-management acquisition of 2016

August 3, 2016 by

Azimut CEO Pietro Giuliani said the USD 1.2 million acquisition underscores his firm's commitment to Brazil and its "tireless search for local talent."

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Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , ,

UniCredit and Santander terminate talks to merge asset managers

August 3, 2016 by

The planned tie-up using the UniCredit's Pioneer Investments trademark had created uncertainty in Latin America, given Santander's strong brand recognition in Brazil, Mexico, Argentina and Chile.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , ,
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