The objective, according to Mónica Cavallini, is for advice to be given with greater transparency and in accordance with financial-market standards.
Franklin Templeton to acquire Alcentra from BNY Mellon
June 22, 2022 by
Franklin's alternative credit specialist, Benefit Street Partners, will expand its capabilities and presence in Europe, doubling its assets under management to USD 77 billion globally.
Brazilian funds with cross-border strategies hit with USD 3.8b in 1Q withdrawals
June 22, 2022 by
“This move was expected and totally understandable," says Frederico Monteiro, head of offshore fund management at BB DTVM.
Peruvian AFPs given roadmap to scale back alternatives exposure
June 22, 2022 by
With the AFPs overexposed to these illiquid vehicles, the SBS issued guidance on how reduce positions while limiting the impact on returns and the market.
Fifth withdrawal fails, clearing path for deeper pension reforms
June 22, 2022 by
Separately, the government presented a constitutional reform to protect individuals' accumulated pension assets against expropriation.
Morgan Stanley adds to Latin American and US Offshore sales team
June 22, 2022 by
Denise Casellas and Jennifer Romero will be responsible for relationship management in Mexico and other markets, focusing on both institutional and intermediary channels.
Boric names crosscutting figure to head the CMF
June 22, 2022 by
Solange Berstein's appointment as head of the Financial Market Commission was bolstered by her experience working with Mario Marcel at the Central Bank.
Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – May 2022
June 22, 2022 by
Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of May 31, 2022.
Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – May 2022
June 22, 2022 by
Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of May 31, 2022.
Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – May 2022
June 22, 2022 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of May 31, 2022.
Companies mentioned in this report: Robeco, Invesco, Lord Abbett, Lazard, Pictet, HSBC, LarrainVial, Ashmore, Lyxor, BMO, PIMCO, Ninety One, UBS, Nomura, Eastspring, WisdomTree, Jupiter, iShares, BlackRock, Schroders, Allianz, State Street, Credicorp Capital, Candriam, Legal & General, JPMorgan, Vanguard, Baillie Gifford, DWS, Man GLG, BlueBay, Neuberger Berman, DoubleLine, Acadian, Bradesco, Abrnd, Janus Henderson, Aviva Investors, Goldman Sachs, Nordea, Van Eck, TIAA-CREF, Mirae, Veritas, ODDO BHF, Dimensional, Axa, BNP Paribas, PineBridge, Barings, Morgan Stanley, Matthews, GAM, Berenberg, Vontobel, Amundi, Fidelity, Moneda, Credit Suisse, Franklin Templeton, AllianceBernstein, Security, BTG Pactual, T. Rowe Price, Edmond de Rothschild, NN IP, MainFirst, Oaktree, Santander, AZ Multi Asset, Bci, EFG, William Blair, Muzinich, La Financière de l'Echiquier, Zurich, Itaú, LarrainVial, Compass Group, BlackRock, Schroders, Credicorp Capital, JPMorgan, Vanguard, Volcom Capital, DWS, HMC Capital, XLC, Bice, Falcom AM, Capital Advisors, LAAMA, BNP Paribas, PineBridge, Picton, Swiss Advisors, Link, Altis, Amundi, Fidelity, Moneda Asset Mgt., Credit Suisse, Franklin Templeton, Vision, Security, BTG Pactual, Banchile, NN IP, Ameris Capital, Singular, Santander, AZ Andes, Bci, EFG, Misti Capital, Unicorn, Zurich, Itaú.
