Retail investors are flocking to balanced and mixed funds, as well as equities, as inflation slows and interest rates come down.
Aberdeen launches diversified feeder fund to Brazilian investors in partnership with XP
April 3, 2018 by
The partnership with XP is strategic and will allow access to a extensive client base,” George Kerr, the director of Aberdeen Standard in Brazil, told Fund Pro Latin America.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – February 2018
March 26, 2018 by
Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of February 28, 2018.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.
Brazilian Mutual Fund Managers Industry Statistics – February 2018
March 26, 2018 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of February 28, 2018.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – January 2018
February 28, 2018 by
Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of January 31, 2018.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.
Brazilian Mutual Fund Managers Industry Statistics – January 2018
February 28, 2018 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of January 31, 2018.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.
Brazilian mutual fund industry raises BRL 25 billion in January
February 27, 2018 by
The road ahead for Brazilian fixed-income funds seems rough, as yields are compressed and the benchmark interest rate sits below 7%.
Brazilian retail clients poured USD 2.5 billion into PIMCO fixed-income feeder in 2017
February 26, 2018 by
PIMCO's Brazil-based VP, Luis Otavio Oliveira, said the Brazilian fund, which invests in the US-domiciled PIMCO Income Fund became more attractive during the year when CDI yields started to tumble.
Pactual inks institutional-distribution deal with Capital Dynamics
February 12, 2018 by
"Capital Dynamics is one of the best integrated alternative investment platforms worldwide," said Ignacio Pedrosa, head of third-party distribution at BTG.
Brazilian funds ended 2017 with USD 30 billion in offshore investments
February 11, 2018 by
The major sponsors of globally-oriented funds in Brazil - in particular Western Asset, JP Morgan and Claritas - all benefited from the uptick. The expectation is for additional managers to enter the space.
