Brazilian Mutual Fund Managers Industry Statistics – June 2021

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2021.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

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AllianceBernstein taps seasoned pro Bruno Stein to lead its Brazil expansion

In his few short weeks with AB, Stein, formerly with BlackRock and Itaú, has been taken aback by the sudden interest in global exposure among Brazilian investors.

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League Table – Assets Gathered by Latin American Pension Fund Managers – June 2021

This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of June 30, 2021.

Companies mentioned in this report: Sura, Habitat, Principal, Banorte, Metlife, Grupo Aval, Banamex, Profuturo GNP, Coppel, PensionISSSTE, BCP, Invercap, Modelo, Scotiabank, Republica, Banco Azteca, Inbursa, Planvital, Skandia, BPDC, Popular, Banco Nacional, Grupo Rizek, Itaú Unibanco, BHD, BCR, BanReservas, BAC, Bandes, Vida Plena, CCSS-OPC, UNO, Banco General, Global Bank, Atlántico BBA Valores, Romana, JMMB-BDI, Quantia AFP Corporation.

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Regional Pension Fund Managers Industry Statistics – June 2021

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2021.

Companies mentioned in this report: Habitat, Provida, Capital, Cuprum, Modelo, Planvital, Uno, XXI Banorte, Citibanamex, Profuturo, Sura, Principal, Coppel, PensionISSSTE, Invercap, Inbursa, Azteca, Integra, Prima, Profuturo, Porvenir, Protección, Colfondos, Skandia, Progreso, Quantia, JMMB-BDI, Atlántico BBA Valores, Popular, Reservas, Romana, Crecer, Siembra, Integracion, Republica, AFAP Sura, Union Capital, BAC, BCR, BN, CCSS-OPC, VIDA PLENA OPC.

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Colombian AFP Pension Fund Industry Statistics – June 2021

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of June 30, 2021.

Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Skandia.

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Mexican Pension Fund Industry Statistics – June 2021

Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2021.

Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.

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Peruvian AFP Pension Fund Industry Statistics – June 2021

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of June 30, 2021.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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Chilean AFP Pension Fund Industry Statistics – June 2021

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of June 30, 2021.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida, UNO.

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Annuities: insurers making 10% advances to pensioners, despite legal appeals

Insurers have several complaints with the process, and warn that a redemption now will reduce payouts down the road, especially for vulnerable retirees.

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Actinver sees success in retail tied to thematic funds with global partners

Actinver Asset Management's Diego Tarrats says funds focused on clean energy, crypto and other areas are capturing the interest of the retail market.

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