Deutsche Securities Casa de Bolsa in Mexico will act as local sponsor and filing agent for depository receipts of the new product, Market Vectors Unconventional Oil & Gas ETF (Ticker: FRAK).
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – November 2014
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of November 30, 2014.
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.
Regional Mutual Fund Managers Industry Statistics – September 2014
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of September 30, 2014.
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.
Regional Pension Fund Managers Industry Statistics – September 2014
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of September 30, 2014.
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.
Afore Banamex teases new international mandate
Fresh off the announcement of a commodity mandate with Deutsche Bank, Wellington and Schroders, Banamex said it is in the process of interviewing managers for what would be its third international equity mandate.
Natixis Global names Schroder exec to top post at new Mexican office
Natixis named as its managing director for Mexico Mauricio Giordano, an executive that had up until August 2014 been working in the business analysis and implementation area at Schroders, a firm that has led the way in successfully securing global mandates from the Afores.
Itaú now licensed to operate broker-dealer in Mexico
Itaú has been expanding in Latin America, in an attempt to ease its dependence on Brazil, where a recession has taken hold.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – October 2014
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 October 31, 2014.
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 – October 2014
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 October 31, 2014.
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.
PineBridge well-placed to take advantage of Latam private-equity opportunities
Stacy Steimel, managing director, portfolio manager, and head of Latin America Equities, said her firm currently has a preference for the secondaries market, focusing on smaller transactions, as well as private credit.











