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Colombian Mutual Fund Managers Industry Statistics – December 2015

March 9, 2016 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2015.

Companies mentioned in this report: Bancolombia; Alianza; Bogotá; Valores Bancolombia; Credicorp Capital; Corredores Asociados; 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; CorpBanca Invest. Trust; Servitrust; GNB Sudameris; Alianza Valores; Colmena; Asesores en Valores; 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: , , , , ,

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – February 2016

March 9, 2016 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of February 29, 2016.

Companies mentioned in this report: iShares; Vanguard; State Street; Franklin Templeton; Aberdeen; Schroders; BlackRock; Principal; PowerShares; MFS; WisdomTree; Goldman Sachs; Robeco; Henderson; Fidelity; JP Morgan; Deutsche; Julius Baer; Pioneer; Santander; Nomura; First Trust; Van Eck; ProShares; Guggenheim; Global X; PIMCO; BBVA; United States; Commodity Funds; ETF Securities; BNP Paribas; Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa.

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

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – February 2016

March 9, 2016 by

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of February 29, 2016.

Companies mentioned in this report: Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa; Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; ETF Securities; Fidelity; First Trust; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; United States; Commodity Funds; Van Eck; Vanguard; WisdomTree.

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

CCR Monthly Approval Report – February 2016

March 7, 2016 by

Five funds were added, while 17 were delisted. Edmond de Rothschild led with three mutual funds listed, all of them equity products, followed by BlackRock and NN IP, each with one new fund approved.

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

Afores boosted their private-equity exposure to 6% in 2015

March 7, 2016 by

During 2015 about USD 1 billion - through 19 issues - went to market, almost double the issues logged in the previous year. A local consulting firm says that there is another USD 1.9 billion dollars in the pipeline for upcoming CKDs.

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

Old Mutual may put Mexican and Colombian retirement operations on the block

March 7, 2016 by

Old Mutual is said to be considering selling or spinning off its Latin American operations - including its retirement business in Mexico and AFP in Colombia - as part of a global restructuring.

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

Snowden Lane plucks two more Merrill advisors for budding NRC team

March 7, 2016 by

Snowden Lane Partners' non-resident-client business is staffed almost entirely by ex-Merrill Lynch personnel, as the latter firm has undergone a restructuring.

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

Fiduciary Trust re-hires Cabanas to boost business development in South Florida

March 7, 2016 by

As part of the firm’s Latin America strategy, Michael Cabanas will work with individuals and families based primarily in Brazil, Colombia and Mexico

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

Sura Asset Management appoints new regional CEO

March 7, 2016 by

Ignacio Calle Cuartas, current vice president of corporate finance at SURA Group, will replace Andrés Castro as CEO of the company as of May 1, 2016.

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

Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – February 2016

March 3, 2016 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of February 29, 2016.

Companies mentioned in this report: AllianceBernstein; Aberdeen; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Credit Suisse; Deutsche; Dimensional; Eastspring; Eurizon; EuroAmerica; F&C; Fidelity; Franklin Templeton; GAM; Goldman Sachs; Henderson; HSBC; Invesco; Investec; iShares; JP Morgan; Julius Baer; Man; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NN IP; Nomura; Nordea; Oaktree; Pictet; PIMCO; Pioneer; Robeco; Rogge; Schroders; Security; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree.

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