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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – November 2017

December 5, 2017 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of November 30, 2017.

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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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , , ,

AllianceBernstein says Mexico among “most promising” markets in the region

December 4, 2017 by

AllianceBernstein, fresh off winning an Afore mandate, is ready to expand its operations in Mexico. It is actively seeking other mandates while deepening ties to the retail segment, according to Miguel Rozensztroch, senior managing director for Latin America.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , ,

Finaccess and Credit Suisse combine strengths to raise money among affluent in Mexico

December 4, 2017 by

The fund family was jointly designed by Finaccess and Credit Suisse, and offer access to a portfolio of strategies managed by Credit Suisse, Finaccess's Luis Cervantes told Fund Pro Latin America. Both firms distribute the products.

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BlackRock to acquire asset management business of Citibanamex

November 28, 2017 by

“BlackRock’s ambition is to become a full solutions provider in key markets around the world," BlackRock's Armando Senra said. "This transaction is a big step forward in that direction in Mexico."

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Citibanamex’s wealth operation sees windfall from repatriations

November 28, 2017 by

Many investors considered the amnesty that ended on October 19th as a “last call” to bring money back to Mexico at a reduced tax rate, Citibanamex's Alejandro Martínez Féres said.

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Mandate news circulates during and after Afore convention in October

November 21, 2017 by

Pensionissste, Banamex, Profuturo and Principal were the subjects of mandate news in October and November, as were global managers BlackRock, Wellington, Franklin Templeton and a pair of others.

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Afore Principal to evaluate mandate options in January

November 21, 2017 by

As the the pension manager looks to gain approvals to incorporate MetLife Afore into the fold, CEO Mariano Ugarte said the firm will evaluate whether to implement an already-approved external mandate in January 2018.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , ,

USD 20 billion returns to Mexican economy from repatriation

November 21, 2017 by

Mexicans took advantage of the 8% tax payment on repatriated capital to forego being subject to income tax owed on profits for each year the money was invested outside the country, said Deloitte Mexico's Luis Liñero.

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

November 17, 2017 by

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 October 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.

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League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – October 2017

November 17, 2017 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of October 31, 2017.

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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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,
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