Hugo Petricioli, the Franklin's director and country manager in Mexico, said the launch would expand its product line and make "our investment strategies available to more investors."
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – September 2015
October 6, 2015 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of September 30, 2015.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Latin American Pension Fund Investments in Cross-Border Securities – July 2015
October 1, 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 July 31, 2015.
Afores join forces with Canadian investor to fund Mexican infrastructure projects
October 1, 2015 by
CDPQ, whose president is Michael Sabia (photo) and the consortium of Mexican Afores plan to commit about USD 1 billion each to the venture. CDPQ will hold a 51% interest, with Afores XXI Banorte, Sura, Banamex, Pensionissste and infrastructure fund Fonadin holding the rest.
Regional Mutual Fund Managers Industry Statistics – June 2015
September 23, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2015.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
With backing of Azimut, Más Fondos is set to add a line of proprietary funds
September 18, 2015 by
Backed by the new mutual-fund regulations in Mexico, Mexican fund supermarket Más Fondos is primed to launch its own line of four proprietary funds. The conservative target is to end 2019 with just under US 1 billion in AUMs.
Deutsche Asset & Wealth makes Mexican private-banking hire
September 18, 2015 by
Pascal Landrove has many years of private-banking experience in the region, serving as Mexican managing director of Swiss-owned Lombard Odier and also as Latam relationship manager at UBS.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – August 2015
September 14, 2015 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 August 31, 2015.
Companies mentioned in this report: Aberdeen; Axa; BBVA; 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; Principal; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree; Actinver; Banamex; BBVA; Compass; GBM; HSBC; Inbursa; Interacciones; Intercam; Ixe ; Principal; Santander; Old Mutual; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – August 2015
September 14, 2015 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 August 31, 2015.
Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Fidelity; Global X; PIMCO; ING; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – August 2015
September 14, 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 August 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.
