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
June 20, 2018 by
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.
Amundi strengthens focus on Latin American institutional asset gathering
June 20, 2018 by
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.
Morgan Stanley: Sustainable investing gains momentum among pension, wealth entities
June 19, 2018 by
“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.
Spoiled by 2017 returns, individual investors are poised to react poorly to market volatility
June 12, 2018 by
“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.
Global sponsors redouble their efforts to sell Smart Beta ETFs to Chilean pensions
June 4, 2018 by
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.
Win-win in the branding department as Banchile, Prudential ink distribution deal
May 22, 2018 by
"This agreement between two experienced asset managers gives investors access to a broader range of investment opportunities in one of the most important markets in the region," said Stuart Parker, PGIM Investments president and chief executive officer.
In welcome move, SEC offers alternative to DOL’s fiduciary rule
May 10, 2018 by
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.
M&G strengthens Latin American sales team
May 10, 2018 by
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.
Henriquez passes baton as Insigneo enters new growth phase
April 17, 2018 by
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.
