BNP Paribas led with three mutual funds - three of them Europe Equity products - registered in the month, while New Capital, a fund family belonging to EFG AM, followed with two mutual funds.
JP Morgan Brazil is bullish on demand for international offerings
May 2, 2016 by
Giuliano de Marchi believes there are 500,000 Brazilians with investments in excess of BRL 1 million, the amount needed to fully invest abroad. “Yet, only 1% of the investors able to invest abroad actually do it,” he told Fund Pro Latin America.
Mexico’s fund industry has grown just 9% in dollar terms the last five years
May 2, 2016 by
The 40% drop in the value of the Mexican peso has severely impacted results in dollar terms, while the number of investor contracts in funds has hovered around the 2 million mark.
JP Morgan AM takes minority stake in ETF provider Global X
May 2, 2016 by
"Investing in Global X augments our ETF strategy by expanding and deepening our participation in this fast-growing industry," said Jed Laskowitz, co-head of global investment management solutions for JP Morgan Asset Management.
Credit Suisse adds several UBS wealth managers to Mexico-based team
May 2, 2016 by
Under CEO Tidjane Thiam, Credit Suisse's new strategy is centered on the expansion of wealth management operations in emerging markets, including Mexico and Brazil.
Itaú loses Latam bond specialist
May 2, 2016 by
Alejandro Schuma was responsible for Latin American corporate credit and local markets and ran the Itaú Latam Corporate Bond fund.
Peru – AFP Report Statistics – November 2015
May 2, 2016 by
Excel workbook detailing investments of each Peruvian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of November 30, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Holdings Report – Peruvian Pension Fund Investment in Cross-Border Securities – November 2015
May 2, 2016 by
Excel workbook detailing Peruvian pension fund allocations to cross-border mutual funds, ETFs, investment funds, stocks, bonds and deposits. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of November 30, 2015.
Companies mentioned in this report: iShares; State Street; Vanguard; WisdomTree; Henderson; PowerShares; Pioneer; Matthews; Allianz; Fidelity; Julius Baer; BNP Paribas; Threadneedle; Dimensional; Pictet; Morgan Stanley; Deutsche; Muzinich; Axa; Robeco; JP Morgan; Investec; Schroders; NN IP; UBS; GBM; Aberdeen; Vontobel; BlackRock; Invesco; Nomura; GAM; Van Eck; MFS; Franklin Templeton; BNY Mellon AM; Habitat; Prima; Profuturo; Integra.
Actinver launches ETF to capture investor interest in MILA
May 2, 2016 by
"We want to stimulate the tracker business because it has huge potential in Mexico," Alonso Madero Rivero, investment director of Actinver Corp., told Fund Pro Latin America.
Brazilian Mutual Fund Managers Industry Statistics – March 2016
April 29, 2016 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2016.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, 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.
