Many investors considered the amnesty that ended on October 19th as a “last call” to bring money back to Mexico at a reduced tax rate, Citibanamex's Alejandro Martínez Féres said.
Brazilian Mutual Fund Manager Net New Investments (NNI) Report – October 2017
November 27, 2017 by
Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly NNI data, 30-day % change, month-end assets and market share by managers. Data as of October 31, 2017.
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.
Brazilian Mutual Fund Managers Industry Statistics – October 2017
November 27, 2017 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of October 31, 2017.
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.
Record net inflows continue in Brazil
November 27, 2017 by
The Brazilian fund industry’s record net inflow through October 2017 - BRL 243 billion - reinforces the positive trajectory of the segment this year.
Colombian AFPs look to US and Latin America in October
November 26, 2017 by
The biggest inflows went to North America equity, with Colombian AFPs shifting USD 99 million into the funds after pulling money out the previous month.
Peruvian AFP Investments in International Mutual Funds – October 2017
November 23, 2017 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of October 31, 2017.
Companies mentioned in this report: Aberdeen; Allianz; Amundi; Ashmore; Axa; AZ Fund; BlackRock – iShares; BNP Paribas; BNY Mellon; Deutsche; Dimensional; Eastspring; EDM; Federated Investment; Fidelity; Franklin Templeton; GAM; GBM; Goldman Sachs; Henderson; Invesco; Investec; JP Morgan; Man; Matthews; MFS; Morgan Stanley; Muzinich; NN Investment ; Nomura; Pictet; Pimco; Pioneer; PowerShares; Robeco; Santander; Schroders; State Street; Threadneedle; UBS; Van Eck; Vanguard; Vontobel; Wellington; WisdomTree; Habitat; Prima; Profuturo; Integra.
Mandate news circulates during and after Afore convention in October
November 21, 2017 by
Pensionissste, Banamex, Profuturo and Principal were the subjects of mandate news in October and November, as were global managers BlackRock, Wellington, Franklin Templeton and a pair of others.
HMC reinforces real-estate fund team with hire of ex-Itaú-Corpbanca exec
November 21, 2017 by
José Ignacio Uauy said that his aim in joining HMC Capital was to "support the development and expansion of the business of managing real assets in Chile and in the region."
Chilean AFPs turn conservative in October, pour USD 958 million into money-market funds
November 21, 2017 by
Total Chilean AFP investments in mutual funds and ETFs rose USD 1.7 billion to reach USD 74.9 billion in October.
Allianz quenches AFPs’ thirst for foreign equities
November 21, 2017 by
Allianz, which distributes its products through Credicorp Capital in Santiago, had a great third quarter, with its Euroland Equity Growth attracting USD 430 million from Chilean pension funds.
