Based in Mexico City, the new company will create and distribute wealth-structuring solutions using unit-linked life assurance to HNW individuals and families in Mexico, as well as Mexicans residing outside the country.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – March 2017
May 29, 2017 by
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, 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.
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – April 2017
May 23, 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 April 30, 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.
Mexican Mutual Fund Industry Statistics – March 2017
May 20, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 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
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – April 2017
May 12, 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 April 30, 2017.
Companies mentioned in this report: Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa; Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; ETF Securities; Fidelity; First Trust; 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.
WisdomTree cross-lists seven UCITS ETFs in Mexico
May 12, 2017 by
Jonathan Steinberg, WisdomTree CEO and president, said, the listing allows "Mexican investors the option to access and invest in WisdomTree’s existing strategies in a different structure.”
Axa-advised ‘global-talent’ fund launches in Mexico
May 1, 2017 by
The multi-sector and multi-currency fund will invest in the equity of small or family businesses around the world, Rogelio Gallegos, director of equity investments at Actinver, told Fund Pro Latin America.
Mexico’s Ramirez says pensions should balance individual contributions with defined benefits
May 1, 2017 by
Also president of a group of international pension regulators, Mexican pension supervisor Carlos Ramírez, said there's a general consensus that a successful pension model should consist of a mix individually funded contributions and defined benefits.
Mexican Pension Fund Industry Statistics – March 2017
April 28, 2017 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2017.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Actinver strengthens its dollarized fund portfolio with ActiUS
April 10, 2017 by
With the aim of strengthening its portfolio of dollarized options, Actinver launched this March its new ActiUS fund of US stocks, with the advice and expertise of Morgan Stanley Investment Management.
