"At some point, we will see additional volatility and that creates opportunity for active managers to identify risks and generate alpha," said Joe Flaherty, chief investment risk officer at MFS Investment Management.
Pioneer adds Trilli to US-based offshore distribution team
June 11, 2015 by
Michelle Trilli will be responsible for managing the sales and distribution activity of the international business in the Northeast region of the US.
Deutsche adds star ex-JP Morgan private banker to Miami UHNW team
June 11, 2015 by
Deutsche AWM announced that Oti Roberts joined the private bank as a managing director and senior private banker, along with senior investment advisor, Freddy Menjivar, and associate banker, Scott Shuffield.
Capital Strategies gathers USD 1 billion in Latam for boutique global managers
June 9, 2015 by
From its office in Lima, the firm distributes the funds of several boutique fund managers, mostly to institutional investors, family offices and wealth managers in Chile, Peru and Colombia, said Nicolás Lasarte, director of Capital Strategies Latam.
Templeton Global Investor Sentiment Survey: Optimism dominates – except among Latin Americans
June 4, 2015 by
The study found that Latin American investor sentiment is on the decline, with an 11% drop in optimism, from 93% in 2014 to 82% in 2015. Brazil had the largest decline in investor optimism for reaching their financial goals, with a 19% drop to 71% compared to last year at 90%.
Aberdeen deepens global alternatives presence with purchase of US-based boutique
June 4, 2015 by
Aberdeen CEO Martin Gilbert (photo) said the purchase "strengthens further our private-market capability by bringing additional Asian expertise and new US resources." The acquisition enhances its multi-manager coverage of hedge funds, property- and private-market allocations, infrastructure and pan-alternative products.
Matthews Asia closes Pacific Tiger fund to new investors
June 4, 2015 by
The fund, which has raised USD 700 million from Latin American institutional investors, has been closed to new investors in order to "preserve the composition of the fund’s portfolio and continue to manage the fund in a manner consistent with its investment objectives," Matthews said.
BlackRock outlines South American product and distribution strategy under new director
May 26, 2015 by
In a wide-ranging interview with Fund Pro Latin America, BlackRock's South American head, Javier García Riesco, described the firm's multi-pronged effort to broaden its product base and compete aggressively in all client segments.
Fidelity survey: Portfolio management and international surge as top advisor concerns
May 26, 2015 by
"Advisors are trying to leverage multiple asset classes to strike a balance between risk and reward," said Scott E. Couto, president, Fidelity Financial Advisor Solutions.
UBS advisors in the Americas can now access Mercer’s global manager research and analytics
May 14, 2015 by
The relationship will provide the investment management research team within UBS Financial Services with access to Mercer's 9,000 manager-research opinions and performance analytics.
