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Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2015

December 2, 2015 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 October 31, 2015.

Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Old Mutual; Interacciones; Invex; Vector; Intercam; Aberdeen; BlackRock; BNP Paribas; EasyETF; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree.

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

Latin American Pension Fund Investments in Cross-Border Securities – September 2015

December 2, 2015 by

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2010 through 2015, and as of September 30, 2015.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2015

November 26, 2015 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2015.

Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , ,

BBVA Bancomer, Morgan Stanley team to launch global multi-strategy fund in Mexico

November 23, 2015 by

The new vehicle joins six other international funds on the platform of BBVA Bancomer, which has already signed subadvisory deals with global firms BlackRock, Franklin Templeton and Pioneer Investments.

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

Blackstone appoints senior advisor to scope out Mexican opportunities

November 23, 2015 by

Blackstone has hired Isauro Alfaro, co-founder of Alfaro, Dávila y Ríos SC, a leading independent and restructuring advisory firm in Mexico. Before founding ADR, he worked as managing director and head of Credit Suisse Mexico.

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

Afores anxious to participate in new alternatives vehicles proposed by Executive branch

November 13, 2015 by

Afores are eagerly awaiting the launch of the Fibra E and CerPIs, the two new structured instruments proposed by the Mexican President Enrique Peña Nieto, said Carlos Noriega, CEO of the Mexican Association of Retirement Fund Managers.

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

Mexican Mutual Fund Industry Net New Investments (NNI) Report – September 2015

November 9, 2015 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 September 30, 2015.

Companies mentioned in this report: Actinver; Banamex; Banorte - Ixe; BBVA Bancomer; Compass; Finacces; GBM; HSB; Inbursa; Interacciones; Intercam; Invex; Mifel; Monex; Multivalores; Nafinsa; Principal; Santander; Scotia; Old Mutual; Sura IM; Franklin Templeton; Valmex; Valores Afirme; Value; Ve por Más; Vector.

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

BTG Pactual sets sights on local asset management in Mexico

November 4, 2015 by

The firm, which has focused mostly on brokerage since its arrival in March of 2014, will expand its operations in Mexico to private banking and fund management, under the direction of Guillermo Ortiz Martínez, ex-governor of the Bank of Mexico.

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

Latin America pummelled by Deutsche Bank consolidation

November 4, 2015 by

It remanins unclear what will become of Deutsche's custody businesses in Argentina and Mexico, where it serves as custodian for locally-traded instruments such as funds, ETFs and securities.

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Filed Under: Argentina, Chile, Mexico, News and Trends, Peru, Private, Region Tagged With: , , , , ,

Mexican Mutual Fund Industry Statistics – September 2015

November 4, 2015 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2015.

Companies mentioned in this report: Banamex; BBVA Bancomer; Santander; Banorte – Ixe; Inbursa; Actinver; 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; Ve por Más; American Express; Invercap.

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