Ignacio Montes explained to Fund Pro Latin America the strategy behind working with global firms such as Partners Group, Apax Partners, ICG, Colony Capital, Madison Dearborn Partners, Grosvenor Capital, Candriam, Allianz , TCW, MetWest, and Highland Capital.
BTG Pactual sets sights on local asset management in Mexico
November 4, 2015 by
The firm, which has focused mostly on brokerage since its arrival in March of 2014, will expand its operations in Mexico to private banking and fund management, under the direction of Guillermo Ortiz Martínez, ex-governor of the Bank of Mexico.
Latin America pummelled by Deutsche Bank consolidation
November 4, 2015 by
It remanins unclear what will become of Deutsche's custody businesses in Argentina and Mexico, where it serves as custodian for locally-traded instruments such as funds, ETFs and securities.
Mexican Mutual Fund Industry Statistics – September 2015
November 4, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2015.
Companies mentioned in this report: Banamex; BBVA Bancomer; Santander; Banorte – Ixe; Inbursa; Actinver; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Ve por Más; American Express; Invercap.
BlackRock swallows up Bank of America’s USD 87 billion money-market business
November 4, 2015 by
"Combining our business together with Bank of America assets and distribution puts us in a unique competitive position," said Tom Callahan, co-head of global cash management at BlackRock.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – October 2015
November 3, 2015 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of October 31, 2015.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2015
November 3, 2015 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of October 31, 2015.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG; Pactual; Deutsche; Dimensional; DWS; Edmond Rothschild; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LarrainVial; M&G; Matthews; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroder; SEB; State Street; Swiss & Global; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree
Columbia Threadneedle preps Andean distribution hub in Santiago
November 3, 2015 by
Columbia Threadneedle will have a proprietary distribution presence in Santiago, Chile in early 2016, according to Joseph Sweigart, senior institutional sales director for Latin America for the firm's institutional distribution business.
Colombia – AFP Report Statistics – August 2015
November 2, 2015 by
Excel workbook detailing investments of each Colombian mandatory pension funds to international mutual fund managers. Includes names of all funds as well as amounts invested in each. Data as of August 31, 2015.
Companies mentined in this report: iShares; State Street; Vanguard; Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Morgan Stanley; Robeco; ProShares; BBH; JP Morgan; PowerShares; Schroder; ING; Pictet; Amundi; Matthews Funds; Fidelity; WisdomTree; MFS; Pioneer; BlackRock; PIMCO; Invesco; Deka; LarrainVial; AllianceBernstein; BNP Paribas; BNY Mellon; AZ Fund Management; Lyxor; Porvenir; Proteccion; Horizonte; Colfondos; Old Mutual.
Latin American Pension Fund Investments in Cross-Border Securities – August 2015
November 2, 2015 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2010 through 2015, and as of August 31, 2015.
