The boutique bank has included the EDM-advised fund on its third-party platform. The bank is encouraging its clients to diversify their portfolios, Jean Louis Guisset, director of Invex private banking business, told Fund Pro Latin America.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – June 2016
July 4, 2016 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of June 30, 2016.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; 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; Van Eck; Vanguard; WisdomTree.
Scotia Wealth one of Mexico’s biggest promoters of third-party distribution
June 12, 2016 by
With its new brand Scotia Wealth Management, the Canadian firm manages (USD 9 billion) in Mexico, of which 7% is invested in third-party funds such as Compass Group and Black Rock.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – May 2016
June 8, 2016 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 May 31, 2016.
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.
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – May 2016
June 8, 2016 by
Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of May 31, 2016.
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.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – May 2016
June 8, 2016 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 May 31, 2016.
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.
Afore redemptions from foreign equities seen as natural response to volatility
June 8, 2016 by
Afores have moved to instruments with the most favorable risk-adjusted returns in light of global volatility in both interest and exchange rates, said Carlos Noriega, president of the AMAFORE.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2016
June 6, 2016 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2016.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; Deutsche; 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; Van Eck; Vanguard; WisdomTree.
Axa Investment Managers to launch local fund operation in Mexico
May 26, 2016 by
Led by Salvador Moreno Segura, AXA's staff also includes Salvador Galindo Cuspinera (formerly of the local operation of Sura Investment Management) as designer of fund portfolios and head of the local investment team.
Responding to calls for transparency, Consar provides more details on Afore investment strategies
May 26, 2016 by
In an interview with Fund Pro Latin America, the head of the Afore association defended the lack of access to pension fund portfolios, citing the competitive operating environment in which the Afores operate.
