Mexico Archives - Page 8 of 97 - Fund Pro Latin America

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – August 2023

September 11, 2023 by LAM Research

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, 2023.

Companies mentioned in this report: iShares, JPMorgan, Vanguard, State Street, Invesco, BlackRock, Amundi, WisdomTree, PIMCO, Global X, Deutsche Bank, Santander, First Trust, Man GLG, Lyxor, Franklin Templeton, DWS, AQR, AllianceBernstein, MFS, HSBC, Van Eck, ProShares, Schroders, Goldman Sachs, Mondrian, UBS, Natixis, Principal, BBVA, Compass, KraneShares, US Global Investors, Abrdn, Union Bancaire Privée, Candriam, John Hancock, Pictet, Wellington, GAM, Defiance ETFs, BNP Paribas, Actinver, BlackRock, BBVA, Actinver, Santander, Valmex, Scotia, HSBC, Franklin Templeton, Banorte – Ixe, Sura IM, Inbursa, Vector, GBM, Compass, Principal, Multiva, Invex, Skandia, Azimut, Finaccess, Intercam, CI Fondos, Axa, BNP Paribas, Ve por Mas, Monex, Pichardo AM, Nafinsa, Finamex, Afirme.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: Asset Managers, August 2023, Cross-Border, Distribution, etfs, fondos, Holdings Report - Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs, international investments, Mexico, Mutual Funds, Portfolio Management, sset allocation

Mexican Mutual Fund Industry Statistics – June 2023

August 23, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2023.

Companies mentioned in this report: BBVA, BlackRock, Santander, Banorte – Ixe, Actinver, Scotia, HSBC, Inbursa, GBM, Sura IM, Valmex, Vector, Nafinsa, Principal, Franklin Templeton, Invex, Monex, Skandia, Finaccess, Compass Group, Intercam, Multivalores, Value, CI Fondos, Azimut, BNP Paribas, Mifel, Valores Afirme, Axa, BTG Pactual.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: assets, Aums, fondos, June 2023, managers, Mexican Mutual Fund Industry Statistics, Mexico, Mutual Funds

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – July 2023

August 14, 2023 by LAM Research

Includes assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of July 31, 2023.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: Asset Managers, Cross-Border, Distribution, etfs, international investments, July 2023, League Table - Assets Gathered by Cross-Border Managers & ETFs Sponsors - Mexican OFI Market, managers, Mexico, Mutual Funds, offshore

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – July 2023

August 14, 2023 by LAM Research

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, 2023.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: asset allocation, Cross-Border, Distribution, etfs, Flow Report - Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs, flows, fund of funds, inflows, international investments, July 2023, Mexico, Mutual Funds, offshore, outflows, Portfolio Management

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – July 2023

August 14, 2023 by LAM Research

This content is reserved for our licensees.

Filed Under: Mexico, Private, Quantitative Analysis Tagged With: Asset Managers, Cross-Border, Distribution, etfs, fondos, Holdings Report - Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs, international investments, July 2023, Mexico, Mutual Funds, Portfolio Management, sset allocation

Mexican Pension Fund Industry Statistics – June 2023

August 1, 2023 by LAM Research

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2023.

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