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

August 12, 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 July 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: , , , , , , , , , ,

Pension association suggests allowing smaller Afores to invest in cross-border funds

August 6, 2015 by

"This possibility would an interesting revolution for active managers, especially for smaller Afores, which find the cost of mandates beyond their means," said Carlos Noriega, president of Amafore.

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

Fóndika AUMs grow 16.2% with purchase of Zurich platform

August 6, 2015 by

While Fóndika currently distributes the local and international funds of 10 managers, CEO Juan Carlos Pelayo noted that new regulations will allow the platform to commercialize any publicly offered Mexican funds it finds interesting.

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

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – July 2015

August 5, 2015 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of July 31, 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.

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

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

July 31, 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 May 31, 2015.

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

Cash contributions to retirement schemes raise money-laundering fears

July 28, 2015 by

According to sources in the sector, the issue of cash contributions has raised the eyebrows of some international players interested in the potentially huge global-investment-mandate business with the Afores, which manage close to USD 200 billion.

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

MetLife and Arturo Hanono, veteran CIO, part ways

July 27, 2015 by

The longtime CIO of Afore Invercap, Hanono had jumped to MetLife in May 2014, where he was responsible for the group's investment and strategy units.

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

Julius Baer enters Mexico with stake in leading financial advisory

July 27, 2015 by

The partnership with NSC Asesores, Mexico's leading independent financial advisory, gives Julius Baer "access to one of the largest and most promising domestic wealth management markets in Latin America," said Boris F.J. Collardi, CEO of Julius Baer.

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

Mexican Pension Fund Industry Statistics – June 2015

July 20, 2015 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2015.

Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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

BNP Paribas outlines how mandate process in Mexico could be improved

July 15, 2015 by

Noting that the Afores were born in 1997 and turn 18 in 2015, Luis Palacio, sales director of BNP Paribas Investment Partners in Mexico, says: "They have reached legal age and must be allowed to make decisions like adults."

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