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Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – November 2017

December 13, 2017 by

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 November 30, 2017.

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

VanEck adds tax-friendly UCITS to Mexico offering

December 6, 2017 by

“Since launching our first UCITS ETF in 2015, we have seen increasing investor interest in Mexico," noted Eduardo Escario, regional director at VanEck.

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

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

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

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

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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