Proprietary and third-party funds fuel Ameris’s rise in Andean institutional circles

Since 2019, the firm has raised USD 1 billion for third parties, while its local alternatives launches have garnered USD 1.5 billion.

Cross-Border Business Pulse: US and Latam Offshore fund AUMs fell 11% in 4Q 2018

Cross-border fund AUM in the retail segments of the US (US Offshore), the Caribbean and Latin America fell 11% in the fourth quarter of 2018, based on consortium data provided to Strategic Insight and analyzed by Latin Asset Management.

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.