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League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2018

May 16, 2018 by

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), investment funds (FI), life insurer (LI), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending March 31, 2018.

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.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , ,

Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2018

May 16, 2018 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 (FI), life insurer (LI), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of March 31, 2018.

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.

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In welcome move, SEC offers alternative to DOL’s fiduciary rule

May 10, 2018 by

Under chairman Jay Clayton, the SEC's move to create an alternative to the DOL's fiduciary rule is being welcomed by the broker-dealer community.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , ,

M&G strengthens Latin American sales team

May 10, 2018 by

The European manager has fortified its Latin American sales team with the hiring of Madrid-based Ander López Francoy as sales director for the region.

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Latin American Pension Fund Investments in Cross-Border Securities – February 2018

May 7, 2018 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 2013 through 2017, and as of February 28, 2018.

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Henriquez passes baton as Insigneo enters new growth phase

April 17, 2018 by

Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.

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Old Mutual wholesalers agree to distribute OMGI funds as independent company

April 17, 2018 by

Old Mutual Global Investors' US offshore and Latin American offshore sales team has gone independent, and will continue to offer OMGI funds - and perhaps other brands - via its newly established, Miami-based, third-party distribution firm.

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Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive

April 4, 2018 by

Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.

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BCI AM looks for new alliances with traditional and alternatives managers

April 4, 2018 by

BCI, which already has relationships with Wells Fargo, First Trust and AdamsStreetPartners, has hired ex LarrainVial executive Sebastián Rodas to grow out the third-party institutional business.

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Latin American Pension Fund Investments in Cross-Border Securities – January 2018

April 4, 2018 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 2012 through 2017, and as of January 31, 2018.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , , , ,
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