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.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
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.
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.
State Street embraces new investment paradigm, launches investable indices
April 4, 2018 by
"We’re packaging an active strategy in rules-driven index, where security weights can change dynamically as relevant factors and big data indicators evolve," said Will Kinlaw of State Street Global Exchange.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – December 2017
March 26, 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 December 31, 2017.
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 – December 2017
March 26, 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 December 31, 2017.
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.
Becon adds to sales team with new hire
March 21, 2018 by
Cristobal Garcia Colombo is the latest addition for the independent fund distributor. He will work from the firm's main office in Buenos Aires.
Natixis: Institutions added alternative investments to counter surge in volatility
March 20, 2018 by
“The sudden return of market volatility is a healthy reminder that it’s important to take a consistent approach to portfolio diversification,” said David Giunta, CEO for the US and Canada at Natixis.
MFS appoints Chile and Peru sales head
March 19, 2018 by
Perez Iturraspe will oversee all sales and client-service operations in the two countries effective immediately. He has relocated from Buenos Aires to Santiago and will report to L. José Corena, managing director for the Americas.
Old Mutual to offload Latin American operations, including Colombian AFP
March 19, 2018 by
The Skandia name is set to be revived in Latin America by the prospective buyer, the Chinese-owned CMIG International.
