Acquisition strengthens Paris-based asset manager’s position in fast-growing European ETF industry.
Exclusive: Franklin Templeton ends Andean distribution partnership with Vision
March 31, 2021 by
Arturo Alegria said Vision maintains relationships with AllianceBernstein and Altment Capital, in addition to the alternatives boutiques Cheyne and Lansdowne.
Latin American Pension Fund Investments in Cross-Border Securities – December 2020
March 30, 2021 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2015 through 2019, and as of December 31, 2020.
Latin American Pension Fund Investments in Cross-Border Securities – November 2020
March 30, 2021 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2015 through 2019, and as of November 30, 2020.
Santander PB to acquire USD 4.3b Miami wealth biz of Indosuez
March 17, 2021 by
"We want to keep growing our business – especially in geographies where we see major commercial potential like the US," said Santander's Víctor Matarranz.
JPM broadens Latam reach, adding iShares exec and three new ETFs
March 11, 2021 by
JP Morgan brought on Carlos Brito, who had led ETF distribution for BlackRock's iShares unit in Mexico for the last four years.
League Table – Assets Gathered by Latin American Mutual Fund Managers – December 2020
March 3, 2021 by
This league table provides a ranking of Latin American Mutual Fund Managers, domiciled in Argentina, Brazil, Chile, Colombia, Mexico and Peru, by AUM. It also includes annual growth/loss and percentage change . Data as of December 31, 2020.
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Santander; Caixa Econômica Federal; Citigroup; HSBC; BBVA; BTG Pactual; Credit Suisse; J Safra Asset Mgt.; Votorantim; Funcef; BNP Paribas; Legg Mason; Banchile; Sura; Scotia; Banorte – Ixe; Fundacao Cesp; Verde; JP Morgan; Inbursa; Quantitas; Plural Capital; Actinver; BRL Trust; BW; Bci; Sul America Investimentos; Opportunity; Vinci Partners; Pátria; GBM; Grupo Aval; Morgan Stanley; Oliveira Trust ; Icatu; Real Grandeza; Intrag; Credicorp Capital; JGP; Pessoas fisicas Fundacao; LarrainVial; SPX; BancoEstado; Principal; Security; Porto Seguro; Banrisul; Alianza; Gávea; BNY Mellon Asset Mgt.; Vale do Rio Doce Fundacao; Bice; GPS – CFO; Fapes Fundacao; Pragma; Modal; Mapfre; Kinea; Planner; XP Investor; Merrill Lynch; Riviera; MHFT; Davivienda; Rio Bravo Investimentos; Pellegrini; Brasilprev Seguros; BNB; O3; Dynamo; Reliance; Phronesis Investimentos; Petra; Ceres Fundacao; Interacciones; Telos Embratel; CorpBanca; Nafinsa; Compass; Vector; CBS Fundacao; Galicia Adm. de Fondos; Schroders; BBM; Alfa; Consenso; Integral Investimentos; Serpros Fundacao; GAP Prudential; Valmex; Tarpon; Banco Clássico; Kondor; BancoOB; Ibiuna; G5; Valores Bancolombia and Others.
Regional Mutual Fund Managers Industry Statistics – December 2020
March 3, 2021 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2020.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credicorp Capital; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Andean AFPs hope improving economies will negate need for further withdrawals
February 12, 2021 by
A third withdrawal in Chile or in Peru does not have sufficient support at this time but, once the economic effect of the previous withdrawals is over, the situation could change.
League Table – Assets Gathered by Latin American Pension Fund Managers – December 2020
February 3, 2021 by
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Panama, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of December 31, 2020.
Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Crecer; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; Global Bank; Quantia; Romana.
