Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2013.
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.
Brazilian Mutual Fund Managers Industry Statistics – December 2013
Santander Brasil is latest to offer funds with international diversification
The asset manager hopes the two funds, which launched on Jan. 6, will raise a combined BRL 600 million in the first quarter of 2014.
BTG Pactual launches local fund with international investment strategy
The launch is the latest in a series of new-product introductions in the USD 1 trillion Brazilian fund market aimed at providing local investors with some diversification out of local risk.
Italian asset manager Azimut inks deal with Brazilian advisory FutureInvest
Italy's asset manager Azimut and FuturaInvest Group have signed an agreement to set up a partnership providing financial advisory services in the Brazilian market.
Brazilian pension funds exploring investment in global private equity
Renê Sanda, chief investment officer of the USD75 billion Previ, said he’d be looking at the efforts of foreign firms to establish ties to Brazil, form partnerships and attract a wider range of investors.
BNY Mellon announces hiring of Koelle and Salomonde
Koelle replaced René Boettcher. Salomonde, meanwhile, replaced Zeca Oliveira, one of three executives under the microscope for supposed “irregularities” at the firm. Oliveira and two others were officially dismissed from the company in early December, allegedly in connection with the “irregularities” mentioned above.
Ranking of Brazilian Mutual Fund Managers – October 2013
This workbook details AUM growth of Brazilian mutual fund managers over each of the last six months, over the last three, six and 12 months, and annually over the last five years. Period ending October 31, 2013.
Ranking of Brazilian Mutual Fund Managers – September 2013
This workbook details AUM growth of Brazilian mutual fund managers over each of the last six months, over the last three, six and 12 months, and annually over the last five years. Period ending September 30, 2013.
Brazilian Mutual Fund Sector Asset under Management over Last 1, 3, 6, and 12 Months – August 2013
Chart comparing mutual fund sector asset growth over the last 1, 3, 6 and 12 months. Period ending July 31, 2013.
Credit Suisse names Pereira as Brazil CEO
Credit Suisse Group named José Olympio Pereira as chief executive of its Brazilian unit, overseeing investment banking, private banking and asset management divisions. He replaces Antonio Quintella.
