"There was a lot of very tedious bureaucracy in the past, but now the creation and operation of funds will be much smoother," says Eduardo Flores Herrera (photo) of Mexico's CNBV.
Vibrant, agile Mexican fund industry in sight thanks to streamlined regulations
September 1, 2015 by
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2015
August 27, 2015 by
Excel workbook detailing 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 mutual funds and Peruvian pension funds (AFPs). Data as of March 31, 2015.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – June 2015
August 21, 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 June 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.
Mexican Mutual Fund Industry Statistics – June 2015
August 21, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 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.
Regional Mutual Fund Managers Industry Statistics – March 2015
August 21, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 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.
Latin American Pension Fund Investments in Cross-Border Securities – June 2015
August 21, 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 2008 through 2014, and as of June 30, 2015.
Regional Pension Fund Managers Industry Statistics – June 2015
August 21, 2015 by
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2015.
Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; INvercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Afirme Bajío; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – July 2015
August 20, 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 July 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.
Credit Suisse names Pedro Jorge Villarreal the CEO of its Mexican operation
August 16, 2015 by
Pedro Jorge Villarreal, a 15-year veteran of Credit Suisse, will be taking over the country CEO role from Hector Grisi, who has moved to Grupo Financiero Santander México.
League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – July 2015
August 12, 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 July 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.
