Multi-family offices and the HNW segments of local banks have followed large family offices in moving wealth outside the country, advisors told Fund Pro Latin America.
It’s happening! Mexican Afore first out of gate with USD 450 million cross-border fund allocation
February 5, 2020 by
The CIO of a top Mexican Afore sat down with Fund Pro Latin America to discuss its initial investment in cross-border funds and its future global strategy, which is very keyed in to Asia.
CCR Monthly Approval Report – January 2020
February 4, 2020 by
Lazard, Credicorp Capital, Franklin Templeton, Pictet, Aditya Birla Sun Life, Altamar, Golden Gate, CarVal Investors, Golub, Kayne Anderson and Monarch were the managers registering products in January 2020.
JPM adds its name to list of managers with Afore-ready products
January 16, 2020 by
The fund – JPM US Select Equity – aims to achieve a return in excess of the US equity market by investing primarily in US companies that are selected by a research-driven investment process based on the fundamental analysis.
CCR Monthly Approval Report – December 2019
January 13, 2020 by
SEI and LFDE, La Financière de l'Echiquier, led the list of registered investment products with five and three mutual funds, respectively, followed by Morgan Stanley and Wellington each with one product approved.
Compass Group gets green light to offer first Brazilian-domiciled fund
February 7, 2020 by
Compass opened the Brazil office in 2018 and obtained a license to manage funds in December 2019. In 2020 it plans on launching credit funds, domestic equity funds as well as feeders that link to global managers.
CCR lowers bar for alternatives managers seeking approval
January 3, 2020 by
Alternatives managers no longer need to show a USD 5 billion allocation in a specific asset class in order to gain CCR approval to sell to AFPs.
Picton closes the year with a recognition and regional presence
January 18, 2020 by
Picton has signed mandates with firms like KKR, TPG, Ares, American Securities, Hamilton Lane, EQT, Permira and Apollo, among others.
Flows into Brazilian equity funds soar
January 19, 2020 by
The Equity class attracted BRL 11 billion (2.7 billion) in November, its best monthly result in the last 18 months.
Colombian AFPs add to money markets, fixed income in November
January 17, 2020 by
The AFPs finished November with USD 17.8 billion invested in cross-border funds and ETFs, most of which was in equity funds.
