Turbulence in the first quarter forced Afores to refocus their investment portfolios toward strategies that give them higher returns and minimize volatility, BlackRock's Juan Hernández told Fund Pro Latin America.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – April 2016
May 10, 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 April 30, 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 – April 2016
May 9, 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 April 30, 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.
Actinver makes play for Afore investment with latest ETF launch
May 9, 2016 by
Speaking of Actinver's MILA ETF, investment director Alonso Madero Rivero said, "We believe Mexican Afores could be interested in this tracker because it combines the 62 largest liquid companies representative of the Pacific Alliance."
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – April 2016
May 9, 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 April 30, 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.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – April 2016
May 3, 2016 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of April 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.
Mexico’s fund industry has grown just 9% in dollar terms the last five years
May 2, 2016 by
The 40% drop in the value of the Mexican peso has severely impacted results in dollar terms, while the number of investor contracts in funds has hovered around the 2 million mark.
Credit Suisse adds several UBS wealth managers to Mexico-based team
May 2, 2016 by
Under CEO Tidjane Thiam, Credit Suisse's new strategy is centered on the expansion of wealth management operations in emerging markets, including Mexico and Brazil.
Actinver launches ETF to capture investor interest in MILA
May 2, 2016 by
"We want to stimulate the tracker business because it has huge potential in Mexico," Alonso Madero Rivero, investment director of Actinver Corp., told Fund Pro Latin America.
Mexican Pension Fund Industry Statistics – March 2016
April 22, 2016 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2016.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
