Brazilian Mutual Fund Managers Industry Statistics – April 2017

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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Columbia Theadneedle’s incursion into Brazil wins it an innovation award

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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Itaú digs claws into Brazilian “un-bank” XP Investimentos, buying 49.9% for USD 2 billion

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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Local-product launches in Brazil will provide access to range of Legg Mason brands

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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – March 2017

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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Brazilian Mutual Fund Managers Industry Statistics – March 2017

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.

This content is reserved for our licensees.

Register

Already a member? Log in here

Brazilian funds took in record amounts in first quarter of 2017

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).

This content is reserved for our licensees.

Register

Already a member? Log in here

Bradesco targets Brazilian riches abroad

Banco Bradesco, Brazil’s second-largest bank by market value, said it will join rivals Banco Itau, BTG Pactual and XP Investimentos and open an office in Miami in July 2017.

This content is reserved for our licensees.

Register

Already a member? Log in here

Managers hopeful that lower rates will spur demand for cross-border offerings

Itajubá Investimentos' Carlos Garcia believes the reduction of local interest rates may attract Brazilian investors to global offerings, but cautioned that pension funds still need to be convinced to diversify.

This content is reserved for our licensees.

Register

Already a member? Log in here

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – February 2017

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, 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.

This content is reserved for our licensees.

Register

Already a member? Log in here