Fixed-income ETF trading volume spiked by a factor of four or five during the onset of the pandemic, said Benjamín Souza, director and fixed income strategist for Latin America at BlackRock.
SURA launches Lux Sicav to capture global clientele
August 22, 2020 by
"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.
Latin American Pension Fund Investments in Cross-Border Securities – May 2020
August 3, 2020 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 May 31, 2020.
Natixis survey finds surprising optimism among financial advisors
July 28, 2020 by
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.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2020
July 23, 2020 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2020.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C.
Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2020
July 23, 2020 by
Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), investment funds (FIR), life insurer (LI), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of June 30, 2020.
Companies mentioned in this report: Schroders; GAM; Pioneer; BlackRock; JP Morgan; Matthews; Invesco; PIMCO; Deutsche; Franklin Templeton; Investec; Vanguard; Robeco; Dimensional; Henderson; BNP Paribas; Fidelity; Aberdeen; Eastspring; Nomura; NN IP; Axa; Goldman Sachs; Morgan Stanley; Pictet; Vontobel; Ashmore; Allianz; TIAA-CREF; MFS; HSBC; 1832 AM; Wellington; BBH; AB; Aviva Investors; Threadneedle; BNY Mellon AM; Edmond de Rothschild; EDM; Neuberger Berman; Santander; Man; UBS; Amundi; Oaktree; AQR; Lyxor; Eurizon; Moneda; Tokio Marine; Principal; Security; Old Mutual; F&C; Muzinich; Baring; Nordea;Exane; EuroAmerica; Wells Fargo; LarrainVial; PineBridge; Union Bancaire Privée; GBM; BBVA; Rogge; Legg Mason; Natixis; Credit Suisse; Groupama; Candriam; Russell; Comgest; La Française; Fisher Investments; First State; Merrill Lynch; Mirae; Oppenheim; AZ Multi Asset; RAM Active Inv.; Mandarine Gestion; Jupiter; M&G; Lombard Odier; Salomon Brothers;T. Rowe Price
Survey: Most institutions pleased with managers’ stepped-up communication during crisis
July 14, 2020 by
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
July 14, 2020 by
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.
Latin American Pension Fund Investments in Cross-Border Securities – April 2020
June 30, 2020 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 April 30, 2020.
League Table – Assets Gathered by Latin American Mutual Fund Managers – March 2020
June 8, 2020 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 March 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.
