Brazil Archives - Fund Pro Latin America

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – March 2024

April 17, 2024 by LAM Research

Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of March 31, 2024.

Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.

This content is reserved for our licensees.

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Asset Managers, Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds, Cross-Border, Distribution, etfs, feeder funds, flows, fondos, fundos, international investments, March 2024, Mutual Funds, Products

Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – March 2024

April 17, 2024 by LAM Research

Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of March 31, 2024.

Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.

This content is reserved for our licensees.

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Asset Managers, Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments, Cross-Border, Distribution, fondos mutuos, fundos, international investments, March 2024, Mutual Funds

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – February 2024

March 25, 2024 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of February 29, 2024.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

This content is reserved for our licensees.

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, Febuary 2024, flows, funds, inflows, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – February 2024

March 25, 2024 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of February 29, 2024.

This content is reserved for our licensees.

Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, February 2024, fundos

VanEck strengthens Latam presence with Investment in brazilian ETF innovator Investo

March 25, 2024 by Fund Pro Latin America

“Investo's track record of innovation in the ETF space aligns perfectly with VanEck's vision for growth in Latin America. We are excited to contribute our global resources and investment expertise to support Investo's strategic goals for the Brazilian market”, said Jan van Eck, CEO of VanEck,

This content is reserved for our licensees.

Filed Under: Brazil, News and Trends, Private Tagged With: Asset Managers, Business Development, Caue Mancanares, Cross-Border, Deals, Distribution, ETF, ETF sponsors, international investments, Investo, M&A, VanEck

State Street appointed to provide investment services to AZ Quest

March 21, 2024 by Fund Pro Latin America

“We are pleased to announce this relationship with AZ Quest, as we continue to expand our capabilities across the region, furthering our goal of supporting leading institutional clients throughout Latin America,” said Marcia Rothschild, State Street head of Latin America.