Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – January 2018

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of January 31, 2018.

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.

This content is reserved for our licensees.

Log In Register

Mexican Mutual Fund Industry Statistics – December 2017

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of December 31, 2017.

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

This content is reserved for our licensees.

Log In Register

Consar anxious to establish rules for cross-border-fund investing

Carlos Ramírez, president of the Consar, provided Fund Pro Latin America with a time estimate on when Afore pension managers will finally be able to invest in cross-border mutual funds.

This content is reserved for our licensees.

Log In Register

Afore Sura funds mandate with Investec for USD 150 million

Luis de la Cerda, investment director, said the Afore was open to granting new mandates and to evaluating options in mutual funds when the time comes.

This content is reserved for our licensees.

Log In Register

New listings bring Deutsche’s ETF offering in Mexico to 30 products

"Deutsche is always looking for ways to provide investors efficient access to worldwide markets through strategies that best fit their investment needs, says Deutsche's Salvador Gomez.

This content is reserved for our licensees.

Log In Register

Mexican Pension Fund Industry Statistics – December 2017

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2017.

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

This content is reserved for our licensees.

Log In Register

Mexican Mutual Fund Industry Net New Investments (NNI) Report – December 2017

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 December 31, 2017.

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; Banamex; Azimut; BTG Pactual.

This content is reserved for our licensees.

Log In Register

BlackRock-Banamex tie-up in Mexico promises to upend the market

Who wins and who loses when BlackRock takes over CitiBanamex's asset management operation in Mexico?

This content is reserved for our licensees.

Log In Register

With holy grail in reach, cross-border managers urge respect for process in Mexico

While preaching patience, Natixis's Mauricio Giordano told Fund Pro Latin America that Afores could potentially make their first cross-border-fund investments in the second half of 2018.

This content is reserved for our licensees.

Log In Register

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – December 2017

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 December 31, 2017.

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.

This content is reserved for our licensees.

Log In Register