Mexico Archives - Page 3 of 66 - Fund Pro Latin America

Mexican Mutual Fund Industry Net New Investments (NNI) Report – June 2024

August 5, 2024 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of June 30, 2024.

Companies mentioned in this report:BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, BNP Paribas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM, Axa.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: Aums, flows, fondos mutuos, inflows, June 2024, Mexican Mutual Fund Industry Net New Investments (NNI) Report, Mexico, Mutual Funds, NNI, offshore, OFI

Mexican Mutual Fund Industry Statistics – June 2024

July 30, 2024 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2023.

Companies mentioned in this report: BBVA Bancomer, BlackRock, Santander, Banorte – Ixe, Actinver, HSBC, Scotia, Inbursa, GBM, Sura IM, Nafinsa, Valmex, Vector, Principal, Monex, Invex, Skandia, Franklin Templeton, Intercam, Compass, CI Fondos, Finaccess, Multivalores, Azimut, Value, Ve por Mas, BNP Paribas, Mifel, Valores Afirme, Finamex, BTG Pactual, Pichardo AM, Axa.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: assets, Aums, fondos, June 2024, managers, Mexican Mutual Fund Industry Statistics, Mexico, Mutual Funds

Mexican Pension Fund Industry Statistics – June 2024

July 26, 2024 by LAM Research

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2024.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: affiliates, Afores, Aums, June 2024, Mexican Pension Fund Industry Statistics, Mexico, Pension Funds

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – June 2024

July 10, 2024 by LAM Research

Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Data as of June 30, 2024.

Companies mentioned in this report: iShares, JPMorgan, Vanguard, State Street, Invesco, BlackRock, Amundi, WisdomTree, PIMCO, Global X, Deutsche Bank, Santander, First Trust, Man GLG, Lyxor, Franklin Templeton, DWS, AQR, AllianceBernstein, MFS, HSBC, Van Eck, ProShares, Schroders, Goldman Sachs, Mondrian, UBS, Natixis, Principal, BBVA, Compass, KraneShares, US Global Investors, Abrdn, Union Bancaire Privée, Candriam, John Hancock, Pictet, Wellington, GAM, Defiance ETFs, BNP Paribas, Actinver, BlackRock, BBVA, Actinver, Santander, Valmex, Scotia, HSBC, Franklin Templeton, Banorte – Ixe, Sura IM, Inbursa, Vector, GBM, Compass, Principal, Multiva, Invex, Skandia, Azimut, Finaccess, Intercam, CI Fondos, Axa, BNP Paribas, Ve por Mas, Monex, Pichardo AM, Nafinsa, Finamex, Afirme.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: asset allocation, Cross-Border, Distribution, etfs, Flow Report - Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs, flows, fund of funds, inflows, international investments, June 2024, Mexico, Mutual Funds, offshore, outflows, Portfolio Management

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – June 2024

July 10, 2024 by LAM Research

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of June 30, 2024.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: Asset Managers, Cross-Border, Distribution, etfs, international investments, June 2024, League Table - Assets Gathered by Cross-Border Managers & ETFs Sponsors - Mexican OFI Market, managers, Mexico, Mutual Funds, offshore

Holdings Report – Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – June 2024

July 10, 2024 by LAM Research

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of June 30, 2024.