League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2017

Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs), Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 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.

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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2017

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs) and mutual funds (AGFs), Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of June 30, 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.

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Senior Goldman exec to take reins of Julius Baer’s Latin operations

Beatriz Sanchez is slated to replace Gustavo Raitzin, who has led the Julius Baer's Latin America effort since 2005, overseeing the firm's expansion in Latin America and broadening the business along a network of currently eight locations.

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BNY Mellon Latam head sees opportunities in Chile, Uruguay and potentially Mexico

Sasha Evers, who leads BNY Mellon IM's Latin business from Madrid, says the firm will maintain its current team size in Santiago, Chile, while pursuing a strategy of organic growth.

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UBS Wealth Management: Anxiety abounds among baby boomers approaching retirement

UBS's Paula Polito said that baby boomers, instead of 'living to work,' need to start 'working on living,' i.e. figuring out how they will fill their time and find their purpose once they leave the workforce."

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Latin American Pension Fund Investments in Cross-Border Securities – May 2017

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 2016, and as of May 31, 2017.

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BTG Pactual to distribute funds of Fraga-led Gávea Investimentos

Ignacio Pedrosa, BTG Pactual's manager for third-party distribution, said Gávea had exceptional managers with a combination of political and business experience very difficult to find.

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BTG Pactual adds Indian expert to third-party fund platform

BTG plans to distribute the UCITS funds to institutional clients across Latin America, according to Ignacio Pedrosa, head of third-party distribution at Pactual.

Third-party distributor Becon Investment adds Neuberger Berman to lineup

“We are looking forward to presenting the Neuberger Berman platform to our clients and are proud to represent and expand the firm’s presence in Latin America," said Becon's Fred Bates.

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Amundi-Pioneer merger set to close on July 3

Amundi CEO, Yves Perrier, said: “The acquisition of Pioneer is a major step in the implementation of Amundi's strategy. It enables us to consolidate our position as European leader while enhancing the range of products and services offered to our clients."

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