Brazil Archives - Page 13 of 67 - Fund Pro Latin America

Brazilian Mutual Fund Managers Industry Statistics – January 2023

March 2, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of January 31, 2023.

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, etc.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, fundos, January 2023

Brazilian mutual funds face outflows for third straight month in January 2023

February 24, 2023 by Fund Pro Latin America

Only fixed-income, retirement funds and FIP classes had inflows in the period. Equity funds suffered outflows of BRL 9.2 billion.

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Filed Under: Brazil, News and Trends, Private Tagged With: Anbima, asset allocation, AUM, equity, fixed income, flows, fundos, January 2023, Mutual Funds, NNI, perfomance, Portfolio Management, Returns

Brazilian funds investing abroad were battered in 2022, but a recovery is expected for 2023

February 17, 2023 by Fund Pro Latin America

Franklin's Daniel Popovich along with peers from JP Morgan and Santander, says managers in Brazil noticed a pickup in global fund sales in 4Q 2022 after a difficult nine months.

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Filed Under: Brazil, News and Trends, Private Tagged With: Aquiles Mosca, Asset Managers, Cross-Border, Daniel Castro, Daniel Popovich, Distribution, Feeder, fundos, funds, international investments, investment funds abroad, Isabella Nunes, Mutual Funds, Normativa, Regulation, Resolution 175

Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – January 2023

February 16, 2023 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 January 31, 2023.

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.

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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, January 2023, Mutual Funds

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – January 2023

February 16, 2023 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 January 31, 2023.

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.

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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, January 2023, Mutual Funds, Products

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – December 2022

January 23, 2023 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 December 31, 2022.