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Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – December 2014

January 7, 2015 by

Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of December 31, 2014.

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.

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

Natixis Global AM begins Latin American rollout with new Mexico City office

January 5, 2015 by

The opening of the office in Mexico City is Natixis Global AM's first effort to be present in Latin America and build a regional business. It is part of an ambitious plan that will also see the opening of two new offices in 2015, in strategic Latin American cities, Fund Pro Latin America has learned.

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

Russell Investments: Global squeeze play continues as central bankers embark on diverging paths

January 5, 2015 by

"As high valuations persist, especially in the US, and yields remain low, due to historically unorthodox easing policies from global central banks, investors are faced with a challenge to achieve their real goals in a low-return world, often squeezing many to riskier assets," said Jeff Hussey (photo), Russell's global chief investment officer.

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

Itaú’s Setubal mentions Banamex as potential entry to Mexico

January 5, 2015 by

Itaú's interest in Banamex, which was acquired by Citigroup in August 2001 for USD12.5 billion, comes as Roberto Egydio Setubal (photo) seeks to build the São Paulo-based lender into the largest Latin American financial conglomerate.

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

Chilean insurers hold less than 3% of their portfolio in cross-border funds

January 5, 2015 by

Jorge Claude, general manager of the Chilean Insurance Association, said the bulk of life insurer investment, both inside and outside the country, focuses on fixed income since these instruments can be used to match the companies’ long-term payment commitments.

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

Scotiabank to acquire Citibank’s retail and commercial banking operations in Peru

January 5, 2015 by

"This acquisition is in line with our strategy to increase our scale within the Peruvian banking sector, as well as the other Pacific Alliance economies of Mexico, Colombia and Chile," said Dieter Jentsch, group head of international banking at Scotiabank.

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

State and municipal pensions barred from investing in local funds with international exposure

January 5, 2015 by

Local fund managers had been distributing their internationally-focused products to these Brazilian institutional investors through September 2014. However, a technical note (07/2014) issued by the MPS clarified that the RPPSs are not permitted to invest in international markets, even if the vehicle is local.

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

Natixis: Institutional investors favor equities in 2015 but worry about generating stable short-term returns

January 5, 2015 by

While institutional investors are optimistic about equities in 2015, their outlook is tempered by market risks beyond their control and unknown liability risks ahead, particularly those linked to increased longevity.

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

CCR Monthly Approval Report – December 2014

December 30, 2014 by

While Dimensional and Lazard led with four mutual funds registered in the month, BlackRock and Invesco each won approval for three funds of their own.

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

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – November 2014

December 24, 2014 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 November 30, 2014.

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.

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