Brazil Archives - Page 6 of 66 - Fund Pro Latin America

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – January 2024

February 21, 2024 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, 2024.

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 2024, Mutual Funds, Products

Feeder funds had withdrawals of USD 870 million in 2023 but a reversal is expected ahead

February 16, 2024 by Fund Pro Latin America

As domestic real interest rates continue to decline, the propensity for institutional investors to take risks is expected to increase, and part of that is likely to migrate to international investments, said Luiz Fernando Pedrinha, Commercial Director for Institutional Clients at Schroders Brazil.

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Filed Under: Brazil, News and Trends, Private Tagged With: asset allocation, Asset Managers, Cross-Border, Daniel Popovich, Distribution, Feeder, fundos, funds, Guilherme Zaczac, international investments, Isabella Nunes, Leonardo Camozzato, Luiz Fernando Pedrinha, Mutual Funds

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – December 2023

January 26, 2024 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, 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, and others.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, December 2023, flows, funds, inflows, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – December 2023

January 24, 2024 by LAM Research

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

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

Funcef invested BRL 1.2 billion in international funds in 2023

January 17, 2024 by Fund Pro Latin America

The great benefit of this strategy is to make Funcef's portfolio more balanced in order to achieve the best possible profitability without increasing the level of risk taken, said Alenir Romanello, Director of Investments and Participations,

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Filed Under: Brazil, News and Trends, Private Tagged With: Alenir Romanello, André Ronzani, Asset Managers, Cross-Border, Distribution, Feeder, Funcef, Fundações, fundos, international investments, mandates, Mutual Funds, Pension Funds, RFP

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

January 17, 2024 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 December 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.