In the year through June, the industry recorded net sales of BRL 38.1 billion (USD 14 billion), 29.5% more than in the same period last year, led by the Fixed Income and Pension funds.
Stronger Real spurs selloff of international funds in Brazil
July 25, 2016 by
BB DTVM's major partners are BlackRock, Nordea, JP Morgan and Schroders, who represent more than 70% of total AUM of its international products, said Ricardo Forni, product manager.
Aegon unit to use Itajubá for Brazilian institutional distribution
July 21, 2016 by
The exclusive distribution agreement is aimed at boosting Mongeral Aegon's institutional-client base and its AUMs in the institutional segment, said Helder Molina, president of the firm in Brazil.
AZ Quest close to launching international feeder funds in Brazil
July 14, 2016 by
Walter Maciel, CEO of AZ Quest, told Fund Pro Latin America that the company opted to wait for a stabilization in the currency market before starting to offer international products to Brazilian investors.
Brandão to head Mapfre Investimentos’ institutional area
July 14, 2016 by
Fernando Brandão was with Credit Suisse from 2010 until early this year, primarily in the asset management division of the bank and then in CSHG, when Credit Suisse took control of asset manager Hedging-Griffo in 2013.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – May 2016
July 5, 2016 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 May 31, 2016.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, 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 – May 2016
July 5, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of May 31, 2016.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, 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.
Brazil agency clears way for Bradesco’s takeover of HSBC
June 23, 2016 by
An OK from Brazil's Administrative Council for Economic Defense has cleared the way for Banco Bradesco to complete its takeover of HSBC in the country, with the firms setting a final transaction date of early July.
Itaú selects Charles Ferraz as head of US-based asset manager
June 8, 2016 by
The US-based unit oversees investments in Latin American equities, US debt and funds of funds for Itaú's Brazilian-based and global clients.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – April 2016
May 27, 2016 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, 2016.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, 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.
