Henderson said that John Philip Davies will be based in Montevideo to work with leading private banks and wealth managers, as part of the firm's effort to better serve clients and intermediaries.
Invesco hard-closes Japan star’s blockbuster fund
June 6, 2014 by
The fund, popular with Latin pension managers, returned 67.4% over the three years ending April 2014, vs. an average peer-group return of 41.9% in Japanese yen terms.
Through advisory relationships, BBVA brings “the whole world” to its fund portfolio
June 6, 2014 by
"We are looking for a couple of big players – advisors – to supplement our [global] portfolio, because the key concept in our private banking is open architecture," Javier Diez Jenkins, director of wealth management and private banking at BBVA, told Fund Pro Latin America.
Joel Peña jumps from PIMCO to Robeco
June 6, 2014 by
Peña assumes as managing director for Latin America and US Offshore, with the mandate to position Robeco among the top asset managers in the Latin America market.
Actinver launches new multi-asset fund advised by NY-based alternatives shop
June 6, 2014 by
The Dinamo fund is characterized by investing in multiple asset classes (bonds, equities, commodities, real estate, etc.) and focuses on investors looking for the delicate balance between high returns and good strategies to protect capital in times of high volatility.
Invex launches fund that will follow BlackRock recommendations
June 6, 2014 by
The Mexican bank is aiming to add global flavor to its product platform for Mexican clients. The locally domiciled INVEXTK fund will follow recommendations from an active-strategy BlackRock model portfolio, composed of iShares ETFs, with tactical rebalancing performed monthly.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – May 2014
June 5, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of May 30, 2014.
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; de; 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.
League Table – Assets Gathered by Latin American Mutual Fund Managers – March 2014
June 5, 2014 by
This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change . Data as of March 31, 2014.
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Caixa Econômica Federal; Santander; BTG Pactual; HSBC; Citigroup; BBVA; Credit Suisse; Safra Asset Mgt.; Votorantim; JP Morgan; Legg Mason; BNY Mellon AM; Grupo Sura; Banchile; BNP Paribas; Scotia; Banorte - Ixe; Inbursa; Vinci Partners; Opportunity; Sul America Investimentos; Actinver; Intrag; BRL Trust; Bci; BCP; Quantitas; Morgan Stanley; BW; GPS - CFO; JGP; Icatu; SPX; Porto Seguro; Pátria; GBM; Integral Investimentos; GAP Prudential; Banrisul; Plural Capital; Principal; Grupo Aval; Security; Mapfre; Riviera; LarrainVial; Bice; Oliveira Trust ; BancoEstado; Alfa; Nafinsa; Pragma; Davivienda; BNB; Dynamo; Kinea; Kondor; Planner; Modal; Merrill Lynch; Schroders; Petra; Geracao Futuro; Solidus; Alianza; Everest; Reliance; Interacciones; CorpBanca; Consenso; Ibiuna; Global Equity / Global Capital; Banco Clássico; UBS; Peninsula; Fator; Franklin Templeton; Gerval; Phronesis Investimentos; Polo Capital; BBM; Ventor; Valmex; Vector; Mercatto; Claritas; Pellegrini; BRZ; Perfin; Ipanema; Advisor; Fiducor; Quest; Galicia Adm. de Fondos; Squadra Investimentos; Tarpon; Lorinvest.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2014
June 4, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 30, 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.
Chilean AFP x AFP Investments in International Mutual Funds – January 2014
June 4, 2014 by
Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of January 31, 2014.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; Ashmore; Aviva Investors; Axa; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; BTG Pactual; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.
