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League Table – Assets Gathered by Latin American Mutual Fund Managers – June 2018

September 13, 2018 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 June 30, 2018.

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.

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Regional Mutual Fund Managers Industry Statistics – June 2018

September 13, 2018 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2018.

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 2018

September 13, 2018 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2018.

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; BanReservas; Romana; Republica; Sura; Itaú Unibanco; Bandes.

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MFS adds to its US Offshore wholesaling coverage

August 23, 2018 by

Philip Dieffenbacher, currently a regional manager with responsibility for the West Coast and Mexico, will continue in that role while also adding the Southeast to his coverage area.

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

August 22, 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 June 30, 2018.

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Neuberger’s Global Thematic Equity fund debuts on Pershing

August 4, 2018 by

The offshore version of this high-conviction fund, managed by Daniel Paduano’s group within Neuberger Berman, has a 28-year track record in the US.

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Old Mutual ponders expansion out of Colombia and Mexico

August 1, 2018 by

The firm is said to be particularly interested in the Brazilian and Peruvian marketplaces, where life-insurance penetration is relatively low.

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

July 20, 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 May 31, 2018.

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Morgan Stanley jumpstarts Latam Offshore distribution with Arakaki hire

July 16, 2018 by

A veteran in Latin American distribution circles, Victor Arakaki got his start in asset management at HSBC Brasil in 2007, where he remained until 2014, when he joined Deutsche Asset Management/DWS.

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Wells Fargo: investors are optimistic but still wary of market volatility

July 15, 2018 by

“Investors appear to be sleeping with one eye open," says Erik Davidson, CIO of Wells Fargo Private Bank. "They are optimistic, but they have clear concerns about what factors could impact markets and drive volatility.”

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