Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – May 2019

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 May 31, 2019.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; EDM; ETF Securities; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; United States; Commodity Funds; Van Eck; Vanguard; WisdomTree; Actinver; Sura; GBM; Vector; Interacciones; Finaccess; Franklin Templeton; Compass; Intercam; Principal; Nafinsa; Old Mutual; HSBC; Scotia; Invex; Ixe; BBVA; Valmex; Santander; Banamex.

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League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – May 2019

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of May 31, 2019.

Companies mentioned in this report: iShares; Vanguard; State Street; Franklin Templeton; Aberdeen; Schroders; BlackRock; Principal; PowerShares; MFS; WisdomTree; Goldman Sachs; Robeco; Henderson; Fidelity; JP Morgan; Deutsche; Julius Baer; Pioneer; Santander; Nomura; First Trust; Van Eck; ProShares; Guggenheim; Global X; PIMCO; BBVA; United States; Commodity Funds; ETF Securities; BNP Paribas; Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa.

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Siefore shift to life-cycle funds on track for passage in late 2019

The ex-head of the Afore association and now installed in Mexico's Ministry of Finance and Public Credit, Carlos Noriega has helped keep important pension reform measures on track in the Legislature.

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Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – May 2019

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 May 31, 2019.

Companies mentioned in this report: AllianceBernstein; Aberdeen; Actinver; Amundi; Axa; BBVA; BlackRock; Compass; Deutsche; Direxion Shares; Exane; Fidelity; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Investec; iShares; Janus Henderson; JP Morgan; Lyxor; Man; MFS; Moneda; Morgan Stanley; Natixis; Old Mutual; Pictet; PIMCO; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Union Bancaire Privée; Van Eck; Vanguard; Wellington; WisdomTree; Banamex; Scotia; Ixe; Valmex; Sura; GBM; Inbursa; HSBC; Finaccess; Vector; Invex; Interacciones; CI Fondos; Intercam; Invercap; Afirme; Monex; BNP Paribas ; Akaan Transamerica.

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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2019

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2019.

Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.

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SSGA adds 31 SPDR UCITS to Mexican product lineup

"Our Mexican-listed range now spans over 100 funds across broad and targeted fixed-income and equity exposures,” said SSGA's Heinz Volquarts.

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Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2019

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, 2019.

Companies mentioned in this report: Compass; Sura IM; CI Fondos; Templeton; BNP Paribas; Mifel; Valores Afirme; Principal; Value; Finacces; Multivalores; Invex; Old Mutual; Intercam; Nafinsa; HSBC; Inbursa; Vector; Valmex; GBM; Monex; Actinver; Interacciones; Scotia; Banorte – Ixe; BBVA Bancomer; Santander; BlackRock; Azimut; BTG Pactual.

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Vanguard to register mutual funds for sale to Mexican Afores

With Afores getting the OK to diversify out of ETFs, Vanguard's local office, under Juan Hernandez, is listing cross-border mutual funds for sale to the pension managers.

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Mexican Mutual Fund Industry Statistics – March 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2019.

Companies mentioned in this report: BLackRock; BBVA Bancomer; BTG Pactual; Santander; Banorte – Ixe; Inbursa; Actinver; Azmut; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; OINTCAM
Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Invercap.

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Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – April 2019

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, 2019.

Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; EDM; ETF Securities; Fidelity; First Trust; Franklin Templeton; Global X; Goldman Sachs; Guggenheim; Henderson; iShares; JP Morgan; Julius Baer; MFS; Nomura; PIMCO; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; United States; Commodity Funds; Van Eck; Vanguard; WisdomTree; Actinver; Sura; GBM; Vector; Interacciones; Finaccess; Franklin Templeton; Compass; Intercam; Principal; Nafinsa; Old Mutual; HSBC; Scotia; Invex; Ixe; BBVA; Valmex; Santander; Banamex.

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