Regional Pension Fund Managers Industry Statistics – September 2019

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of September 30, 2019.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; CitiBanamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Crecer; BHD; Global Bank; Quantia; Romana; Republica; Sura; Itaú Unibanco; Bandes.

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Regional Mutual Fund Managers Industry Statistics – June 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2019.

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.

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Regional Pension Fund Managers Industry Statistics – June 2019

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2019.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Old Mutuial; XXI Banorte; CitiBanamex; Sura; Profuturo GNP; Principal; Invercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat; Profuturo; Progreso; BPDC; BN; BCR; BAC; VIDA PLENA; CCSS; Popular; Scotiabank; BHD; Global Bank; Quantia; Romana; Republica; Sura; Itaú Unibanco; Bandes.

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Morgan Stanley: Retail enthusiasm for sustainable investing at an all-time high

Some 85% of US individuals now express interest in sustainable investing strategies. Individual investors now seek product choices matching their interests and impact-measurement capabilities.

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Latin American Pension Fund Investments in Cross-Border Securities – June 2019

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 2014 through 2018, and as of June 30, 2019.

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BTG Pactual locks up regional distribution deal with T. Rowe Price, hires new sales head

The Chilean subsidiary of the giant Brazilian group already has distribution agreements with the firms Evli, Reliance Singapore, Solar Capital Partners, Audax, Mobius Capital and Krane Funds.

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Third-party distributor Unicorn SP looks to add fourth manager before 2020

Unicorn currently works with Vontobel for US Offshore and Latam intermediary clients, BNY Mellon for US Offshore and Muzinich in Latin American retail and institutional markets, said David Ayastuy, founder,

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Becon lands distribution deal with EFG’s New Capital fund range

New Capital is the mutual fund arm of EFG Asset Management, a global investment manager with both a Dublin and Luxembourg range of funds.

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Bank of America adds 40 model portfolios to Merrill Lynch Investment advisory program

New investment-manager model portfolios offer clients more choice and flexibility, with guidance from the company’s chief investment office.

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Felipe Cárcamo leaves fund-distribution role at BTG to join Excel Capital

Cárcamo's mission will be to expand on Excel Capital's efforts to reach institutional clients, both in the area of traditional mutual funds as well as in alternatives.

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