"The vehicle launch places SURA on the same footing as the more important global asset management firms, while reinforcing our value proposition," stated Ignacio Calle, CEO of SURA Asset Management.
Natixis survey finds surprising optimism among financial advisors
Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.
Survey: Most institutions pleased with managers’ stepped-up communication during crisis
State Street's John Lehner sees "an opportunity for asset managers to provide more strategic views and forecasts through technology, such as podcasts, webinars and video conference calls.”
Citi sees second-half rebound in emerging markets, global small- and mid-cap equities
David Bailin, chief investment officer at Citi Private Bank, urged investors to get off the sidelines and put cash to work as a new cycle begins.
Politicians look to AFPs to salve economic wounds during corona virus
Government officials across the Andes are suggesting allowing workers to tap into the pension savings to help make ends meet during the pandemic.
Insigneo names ex-Citi IPB leader at head of offshore business
Rodolfo Castilla will be based in Uruguay and will oversee the group’s independent advisor network across Latin America.
Aviva hires Capital Strategies to distribute into Brazil and Uruguay
The deal completes Aviva’s geographical coverage of Iberia and Latin America, complementing an existing partnership with Excel Capital, which represents Aviva in institutional markets in Chile, Peru and Colombia.
DoubleLine signs with HMC for distribution in Chile and Peru
To initiate marketing activity in the region, both firms chose to highlight the Shiller Enhanced CAPE fund, registered with the Chilean Risk Rating Commission on October 24, 2019.
AI and ESG augment the capabilities of French manager ODDO BHF
One of the largest independent asset managers in the Eurozone and founded in 1849, the family-owned French-German manager has a very long track record in European financial markets.
Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors
“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.