Mexico Archives - Fund Pro Latin America

Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2023

May 29, 2023 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 March 31, 2023.

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

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: Aums, flows, fondos mutuos, inflows, March 2023, Mexican Mutual Fund Industry Net New Investments (NNI) Report, Mexico, Mutual Funds, NNI, offshore, OFI

Mexican Mutual Fund Industry Statistics – March 2023

May 29, 2023 by LAM Research

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

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: asset, Aums, managers, March 2023, Mexican Mutual Fund Industry Statistics, Mexico, Mutual Funds, Region

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – April 2023

May 11, 2023 by LAM Research

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of April 30, 2023.

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: April 2023, Asset Managers, Cross-Border, Distribution, etfs, international investments, League Table - Assets Gathered by Cross-Border Managers & ETFs Sponsors - Mexican OFI Market, managers, Mexico, Mutual Funds, offshore

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – April 2023

May 11, 2023 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 April 30, 2023.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: April 2023, 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, Mexico, Mutual Funds, offshore, outflows, Portfolio Management

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – April 2023

May 11, 2023 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 April 30, 2023.

This content is reserved for our licensees.

Filed Under: Mexico, Private, Quantitative Analysis Tagged With: April 2023, Asset Managers, Cross-Border, Distribution, etfs, fondos, Holdings Report - Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs, international investments, Mexico, Mutual Funds, Portfolio Management, sset allocation

Mexican Pension Fund Industry Statistics – March 2023

April 19, 2023 by LAM Research

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2023.

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