Piero Minardi, who has spent time with Gávea Investimentos, Darby Overseas Investments, Baring Private Equity Partners and AIG Capital Partners, will work with the Brazilian team of Warburg to identify, evaluate and manage investments in Brazil and across Latin America.
Brazilian Mutual Fund Managers Industry Statistics – September 2014
November 7, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2014.
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 Manager Net New Investments (NNI) Report – September 2014
November 7, 2014 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 September 30, 2014.
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.
Fitch assigns ‘High Standards’ rating to Vinci’s asset management unit
October 30, 2014 by
The 'High Standards' rating assigned to Vinci Equities reflects Fitch's opinion that the investment platform and operational framework of the asset manager are strong relative to the standards applied by institutional investors in international markets.
Templeton launches cross-border fixed-income fund to attract Brazilian pensions
October 10, 2014 by
The fund aims to bring the excess return relative to the alpha generated in international markets and translate it into Reais. "The goal is that the fund generate returns of CDI plus 5.5% or 6%," explained Marcus Vinicius Goncalves (picture), representative of Franklin Templeton in Brazil.
Patria Investimentos to open Colombian private-equity shop
October 10, 2014 by
The firm, which is backed by Blackstone, has announced that it will open an office in Colombia and investment of up to USD 500 million.
BNP Paribas names Brazilian president in effort to accelerate growth
October 10, 2014 by
Sandrine Ferdane is replacing Louis Bazire as president of the Brazilian unit. Bazire will continue as head of Latin America.
Allianz and Votorantim team up to launch FoF targeted to Brazilian pensions
September 30, 2014 by
The local feeder focusing on European equity starts with seed capital of USD 8 million, three quarters of which was put up by Allianz. The fund's biggest selling point is its avoidance of markets in the US, where most early launches have tended to target.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – August 2014
September 26, 2014 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 August 31, 2014.
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 – August 2014
September 25, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of August 31, 2014.
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.
