You are here: Home / Archives for Mexico

Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – October 2014

November 10, 2014 by

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

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Mexican Mutual Fund Industry Statistics – September 2014

November 5, 2014 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2014.

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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , ,

Mexican Pension Fund Industry Statistics – September 2014

November 4, 2014 by

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2014.

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

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , ,

Banamex awards new commodity mandate to three top global firms

October 30, 2014 by

The awarding of the mandate, as well as its size, is dependent upon the final design of the investment guidelines being drawn up by the Consar, Afore Banamex and the winners of the mandate.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – August 2014

October 29, 2014 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 2009 through 2013, and as of August 31, 2014.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , ,

Amafore: Pension-fund investment regime not a legislative matter

October 27, 2014 by

Carlos Noriega Curtis, president of the Mexican pension fund association, the Amafore, is proposing that the Retirement System Law (SAR) be amended to delegate to the Consar all decisions regarding the Afores' investment regime.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , ,

Private pension plans stalled by 2013 tax reform

October 22, 2014 by

Data from the Consar indicates the total number of corporate pension plans fell by 2.4% in 2014, compared to average annual growth of 10% per annum, as tax incentives for these vehicles were weakened.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , ,

The three active Mexican Afore mandates are all with Banamex

October 22, 2014 by

With the mandate of up to USD 360 million to Pioneer, the Mexican pension industry now has three active mandates, all with Afore Banamex, totaling USD 1.2 billion.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , ,

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – September 2014

October 17, 2014 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 September 30, 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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – September 2014

October 16, 2014 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 September 30, 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.

This content is reserved for our licensees.

Register

Already a member? Log in here
Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , ,
« Previous Page
Next Page »