Financial professionals can earn CFA credits at upcoming Neuberger seminar

BECON Investment Management and Neuberger Berman will host the first-ever series of advisor-focused events in Latin America in which attendees can acquire Chartered Financial Analyst (CFA) continuing-education credits.

Miguel Varas joins Amundi’s Latin American team

The former AFP Provida executive will take on a client segment made up of central banks and sovereign funds, while also working to strengthen already-established distribution ties with regional AFPs.

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Amundi strengthens focus on Latin American institutional asset gathering

After its merger with Pioneer, Amundi has decided to attack the Latin American institutional market from Santiago and Mexico, leveraging the experience of Silvia Fernández, who led Pioneer's distribution area in Andean markets.

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Morgan Stanley: Sustainable investing gains momentum among pension, wealth entities

“The growing sophistication among asset owners about when and how to integrate ESG into the investment process creates opportunities to tailor strategies and provide customized solutions," said Morgan's Rui de Figueiredo.

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Spoiled by 2017 returns, individual investors are poised to react poorly to market volatility

“After an exceptional year in 2017, volatility is back, and investors are feeling as uncertain as the markets,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers.

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Global sponsors redouble their efforts to sell Smart Beta ETFs to Chilean pensions

Several foreign managers, including Vanguard, First Trust, Amundi and BlackRock are promoting their Smart Beta ETFs in the Chilean market, but uptake has been slow among AFPs.

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In welcome move, SEC offers alternative to DOL’s fiduciary rule

Under chairman Jay Clayton, the SEC's move to create an alternative to the DOL's fiduciary rule is being welcomed by the broker-dealer community.

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M&G strengthens Latin American sales team

The European manager has fortified its Latin American sales team with the hiring of Madrid-based Ander López Francoy as sales director for the region.

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Henriquez passes baton as Insigneo enters new growth phase

Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.

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Old Mutual wholesalers agree to distribute OMGI funds as independent company

Old Mutual Global Investors' US offshore and Latin American offshore sales team has gone independent, and will continue to offer OMGI funds - and perhaps other brands - via its newly established, Miami-based, third-party distribution firm.

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