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Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – September 2021

October 21, 2021 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 September 30, 2021.

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.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,

Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – September 2021

October 21, 2021 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 September 30, 2021.

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.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: , , , , , , , , , , , , ,

State Street very much plugged into Afores evolving international appetite

October 21, 2021 by

Afores have a keen interest on ETFs giving access to ESG, thematics and sector investing outside the S&P500, says SSGA's Heinz Volquarts.

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Filed Under: Chile, Mexico, News and Trends, Peru, Private Tagged With: , , , , , , , , , , , ,

HSBC Mexico shoots for sophistication in drawing up affluent product offering

October 20, 2021 by

HSBC Mexico's Christian Lafiandra said staying in close contacts with clients helped boost the firm's AUMs during the pandemic.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , , , ,

PIMCO builds Mexico operation amid target-rich environment

October 20, 2021 by

PIMCO's Gio Onate, who heads the Mexican effort, joins a team of close to 25 professionals focused on the Latin American and Caribbean markets.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , , , ,

Chilean House approves fourth withdrawal despite range of opposing voices

October 20, 2021 by

As the bill moves to the Senate, the impact of November elections will weigh heavily on the outcome given the salience of the matter in the eyes of the public.

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Filed Under: Chile, News and Trends, Private Tagged With: , , , , , ,

Principal Mexico bets on digitization for growing its share of the retail business

October 20, 2021 by

Jaime Santibañez, Principal Mexico's country manager, is ready for the unveiling of a new digital app aimed at the retail and affluent sectors.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , ,

StepStone’s business responding to retail and institutional demand for alternatives

October 20, 2021 by

Luis Perezcano, StepStone’s senior advisor expects to issue another Afore dedicated CERPI and a fifth series of its private-banking product in the short term.

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Filed Under: Mexico, News and Trends, Private Tagged With: , , , , , , , , , , , ,

Chilean Life Insurer Investments in International Funds – September 2021

October 20, 2021 by

Excel workbook detailing Chilean life insurer 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 and regional investment focus. Data as of September 30, 2021.

Companies mentioned in this report: iShares, BlackRock, NN IP, JPMorgan, Vanguard, Morgan Stanley, Franklin Templeton, State Street, Principal, Vontobel, KraneShares, Zurich, BNP Paribas, Schroders, Ninety One, DWS, First Trust, Proshares, BlueBay, Van Eck, Man GLG, Amundi, PineBridge, Columbia Threadneedle, Fidelity, PIMCO, Invesco, Pictet, Aberdeen Standard, MFS, GAM, Goldman Sachs, Sura, Confuturo, Bice, Security, MetLife, Principal, Penta, Chilena Consolidada, Mutual de Seguros, EuroAmerica.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , ,

Fixed-income funds led inflows in Brazil in September

October 20, 2021 by

Monthly net inflows to fixed income have risen 30% on average in 2021, with the pace quickening after March–when the monetary tightening cycle began in Brazil.

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Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , , , ,
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