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. Period ending January 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; Skandia; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – January 2014
February 24, 2014 by
Mark Mobius: Mexico is on the tip of everyone’s tongue
February 21, 2014 by
The outlook for Mexico is positive, said Mobius, and the Mexican government's announced agenda is generating enthusiasm. Just how quickly the government is able to implement new legislation and reforms in general will prove decisive to the realization of these ambitious goals.
Gestión Santander fueling AUM inflows for cross-border managers in Mexico
February 19, 2014 by
USD 123 million in new money has been invested in cross-border mutual funds by the Mexican asset management unit of Spanish firm Grupo Santander. Equity products of JP Morgan, Henderson and Robeco have been the main beneficiaries.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – January 2014
February 19, 2014 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 January 31, 2014.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; 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.
Another mandate from Banamex, this time for USD 1 billion
February 18, 2014 by
As the size of pension-fund mandates grows and the pace of announcements picks up, Mexico is quickly garnering the attention of global asset managers looking for the next-best market after Chile. Banamex said it would spread this latest mandate among five distinct global players - all of which have boots on the ground in the country.
Banamex riding growth wave in Mexican private-banking segment
February 12, 2014 by
Banamex has many locally-domiciled mutual funds on the private-banking platform that utilize subadvisory agreeements with global managers. It has a US equity fund subadvised by Templeton, a European equity fund subadvised by BNP Paribas, and an Asian equity fund subadvised by BlackRock.
S&P Dow Jones teams with local partner to launch Mexican government-bond indices
February 11, 2014 by
S&P Dow Jones Indices has licensed the S&P/Valmer Mexico Government Bond Indices to BlackRock, to be utilized as the basis of their ETFs currently available on the Mexican Stock Exchange
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – January 2014
February 7, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Period ending January 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; Santanders; Schroder; State Street; Van Eck; Vanguard; WisdomTree.
Van Eck Global adds two Market Vectors ETFs to Mexican offering
February 3, 2014 by
Two fixed-income ETFs were added to the long list of 32 products that Van Eck can offer to Mexican pension and and mutual-fund managers through the local stock exchange. Deutsche Securities will act as local sponsor.
Mexican Pension Fund Industry Statistics – December 2013
January 31, 2014 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as December 2013.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
