The regulation, among other things, will give mass affluent investors - most of whom operate via onshore accounts - a selection of local funds providing regional diversification.
Fidelity survey: Portfolio management and international surge as top advisor concerns
May 26, 2015 by
"Advisors are trying to leverage multiple asset classes to strike a balance between risk and reward," said Scott E. Couto, president, Fidelity Financial Advisor Solutions.
Custody issues delay Afore Sura mandate with four global firms
May 14, 2015 by
The pension manager hopes to fund this mandate - with Pioneer Investments, BlackRock, Investec Asset Management and Morgan Stanley - this year and will probably send a Request for Proposal (RFP) for a second mandate as well.
Transamerica’s Mongeral Aegon unit sets up Brazilian feeder allocating to Neuberger Berman
May 14, 2015 by
Leonardo Camozzato (photo), a partner at Itajubá Investimentos, which is charged with distributing the fund, said that 15-20 Brazilian pension funds are looking seriously at the product.
Vontobel a believer in Mexico’s 100-year bonds
May 14, 2015 by
Mexico faces near-term challenges regarding oil revenues, but the longer-term growth story is solid, says Luc D’Hooge (photo), head of emerging-markets debt at the Swiss group.
UBS advisors in the Americas can now access Mercer’s global manager research and analytics
May 14, 2015 by
The relationship will provide the investment management research team within UBS Financial Services with access to Mercer's 9,000 manager-research opinions and performance analytics.
Victoire hires Fabio Melo to develop new business with institutional investors
May 13, 2015 by
Before landing at Victoire, Melo was responsible for the relationship with institutional investors at NEO Investimentos.
S&P Dow Jones Indices first to launch smart-beta products in Brazil
May 13, 2015 by
The launch is a "very important step toward increasing index-based opportunities for investors and further educating them on the merits of the Brazilian capital market," said Edemir Pinto (photo), CEO of BM&F Bovespa.
Santander’s newfound independence broadens its horizons
May 5, 2015 by
"We can also grow outside Santander group," says Jesús Mendoza, CEO of Santander Asset Management Mexico. How? We will go after the world’s large institutional funds: sit down with the 'Abu Dhabis' and sell them Mexico, with the Norwegians and sell them Mexico, with the Chinese and sell Latam and Mexico."
CCR Monthly Approval Report – April 2015
May 5, 2015 by
While Franklin Templeton and iShares led with nine mutual funds and 10 ETFs, respectively, registered in the month, Allianz, HSBC, Bluebay, NN IM, Pimco and Vanguard also won approval for products of their own.
