CFA Society sees investment in alternatives deepening the capital market

The Chilean society of CFA charterholders has 136 active members and more than 350 current candidates, according to Pamela Auszenker, a society member and head of equity research at Bci Corredora de Bolsa.

Neuberger’s Global Thematic Equity fund debuts on Pershing

The offshore version of this high-conviction fund, managed by Daniel Paduano’s group within Neuberger Berman, has a 28-year track record in the US.

Latin American Distribution Dynamics 2016: Keys to Gaining a Foothold in Increasingly Globalized Markets

This latest effort from Latin Asset Management and Cerulli Associates is the most wide-ranging yet focused report on Latin American domestic markets (mutual funds and pension funds) available in the market. It provides an in-depth look at demand for cross-border funds and ETFs and market-entry opportunities for global firms.

Report: Latam Offshore market strengthens while US Offshore increasingly Miami-centric

“According to our estimates, the overall size of the three asset-gathering segments stands at USD 105 billion, with the US offshore segment accounting for more than half of the total at USD 56 billion,” said Thomas Ciampi, founder and director of Latin Asset Management.

Latin American Asset-Gathering Strategies 2016: Cross-Border Distribution to High-Net-Worth and Pension Markets

Latin Asset Management has again teamed with long-time strategic partner Cerulli Associates to publish a report that sizes the market for cross-border funds and ETFs in the Latin American wealth and pension markets.

Latin American Distribution Dynamics 2015 – Economic Challenges at Home Forcing Global Investment Approach

Latin American Distribution Dynamics 2015 – Economic Challenges at Home Forcing a Global Investment Approach, highlights the business landscape for global asset managers and ETF sponsors across all of Latin America, with special attention to the distribution opportunities that are opening up in onshore markets.

Fund selector Eliza Pepper out at Itaú; no successor officially named

Most distributors of global fund firms seeking allocations from Itaú have been in contact with Pepper. Her potential replacement is Jeff Lombardi (photo).

Academic report criticizes status quo of Peruvian pension system

Academics María Amparo Cruz-Saco, Juan Mendoza and Bruno Seminario, find three basic errors in the existing models: they criticize the attempt to finance pensions through a tax on workers’ wages in a market where about two-thirds of employment is informal, they find ample evidence that people are saving voluntarily for old age outside of the system, and they argue that existing law is “suffocating” initiative and competition between AFPs.

Trends in the Latin American Institutional Marketplace: Cross-Border Distribution Strategies

Latin Asset Management has teamed up with Cerulli Associates to publish its second report of the year, this time a 170-page effort that focuses exclusively on current trends that are driving institutional investor demand for cross-border products in Brazil, Mexico, Chile, Colombia, and Peru. The report, which includes 97 exhibits, was written entirely by Latin Asset Management’s team of regional analysts and is based on field research conducted in the third quarter of 2014. This report is available for purchase by contacting Cerulli Associates directly.

Latin American Distribution Dynamics 2014 – Entry Points to Emergent Economies

The Cerulli Report: Latin American Distribution Dynamics 2014 is the ninth edition in a series of annual reports focusing on the distribution and product development trends taking place in the major markets of Latin America. Latin Asset Management, a source of most of the data and commentary featured in this edition, is proud to have once again collaborated with Cerulli Associates on the report.