“Almost all funds in the market are now available on our digital platform,” BTG Pactual Digital's Marcelo Flora told Fund Pro Latin America. “For us, offering open architecture is a way to truly put the client first."
Brazilian funds post first net redemption after seven months of gains
May 30, 2017 by
Despite the massive April redemption of BRL 21.6 billion, the industry still shows record net capital inflows for the first four months of 2017, of BRL 89.3 billion,
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – April 2017
May 29, 2017 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 April 30, 2017.
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 – April 2017
May 29, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of April 30, 2017.
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.
Columbia Theadneedle’s incursion into Brazil wins it an innovation award
May 22, 2017 by
The asset manager won an Innovation Award at the 2017 British-Brazilian Awards, celebrating business success between Brazil and the UK as part of the government’s “Think Brazil” week. Columbia Threadneedle has a presence in Brazil through an exclusive distribution agreement with Rio Bravo Investimentos since 2015.
Itaú digs claws into Brazilian “un-bank” XP Investimentos, buying 49.9% for USD 2 billion
May 12, 2017 by
The online broker has amassed 410,000 end clients via a network of 2,000 independent agents, and has tried to appeal to investors seeking an alternative to banks. XP has become an important channel for independent asset managers, who are unable to get onto the platforms of large banking entities.
Local-product launches in Brazil will provide access to range of Legg Mason brands
May 12, 2017 by
Western Asset's Roberto Teperman, said the firm will launch a range of local funds in Brazil which will allocate to cross-border products of Legg Mason brands, including Western Asset, Brandywine, Clarion, ClearBridge, EnTrustPermal, Martin Currie, QS Investors, Rare Infrastructure, and Royce.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – March 2017
May 8, 2017 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 March 31, 2017.
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 – March 2017
May 4, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2017.
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 funds took in record amounts in first quarter of 2017
May 1, 2017 by
The industry's first-quarter net inflows reached BRL 109 billion (USD 35 billion), the highest ever in a first quarter. The positive flows pushed the fund industry’s net assets to BRL 3.7 trillion (USD 1.03 trillion).
