Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – April 2016

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.

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Mexico’s fund industry has grown just 9% in dollar terms the last five years

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.

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Credit Suisse adds several UBS wealth managers to Mexico-based team

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.

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Actinver launches ETF to capture investor interest in MILA

"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.

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Mexican Pension Fund Industry Statistics – March 2016

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.

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Principal Financial has new CEO in Mexico

Llaneza took over in April, replacing Alejandro Elizondo who became vice-president and CEO of Principal Financial International based in Iowa.

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Sura Mexico makes larger play for affluent business

Sura's "High-Net-Worth Plus" segment aims to attract clients based in part on personalized attention and access to international strategies, says Luis Ortiz, CEO of the voluntary business at Sura Mexico.

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Mexican companies again look to fund their pensions despite loss of tax benefit

Old Mutual has seen a 20% fall in its private-pension business due to the removal of a tax break for plan sponsors, said Alberto Baigts, commercial director of institutional business in Mexico.

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Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – March 2016

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 March 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.

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League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – March 2016

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 March 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.

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