Koelle replaced René Boettcher. Salomonde, meanwhile, replaced Zeca Oliveira, one of three executives under the microscope for supposed “irregularities” at the firm. Oliveira and two others were officially dismissed from the company in early December, allegedly in connection with the “irregularities” mentioned above.
Itau BBA hires Mexico CEO with plan to open broker-dealer
December 7, 2013 by
Banco Itau hired Alberto Mulas, Mexico’s first national housing commissioner, to lead the firm’s corporate and investment-banking expansion there.
Colombian AFP Obligatory System Investments in Individual International Mutual Funds – September 2013
December 5, 2013 by
Chart detailing investments of Colombian AFPs in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Also shows overall system investment in each mutual fund. Data as of September 30, 2013.
Latin American Distribution Dynamics 2013 – Closed Markets Begin to Mature and Open
December 5, 2013 by
The Cerulli Report: Latin American Distribution Dynamics 2013 is the eighth edition in a series of annual reports focusing on the distribution and product development trends taking place in the major markets of Latin America. Latin Asset Management, a source of much of the data and commentary featured in this edition, is proud to have once again collaborated with Cerulli Associates on the report.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Chilean Institutional Market -September 2013
December 4, 2013 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers. Data as of September 30, 2013.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2013
December 2, 2013 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Six months ending June 30, 2013.
Ranking of Brazilian Mutual Fund Managers – October 2013
November 25, 2013 by
This workbook details AUM growth of Brazilian mutual fund managers over each of the last six months, over the last three, six and 12 months, and annually over the last five years. Period ending October 31, 2013.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – October 2013
November 24, 2013 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers. Data as of October 31, 2013.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – October 2013
November 23, 2013 by
Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Period ending October 31, 2013.
Peruvian AFP Investments in International Mutual Funds – October 2013
November 22, 2013 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of October 31, 2013.
