Regional Pension Fund Managers Industry Statistics – March 2017

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of March 31, 2017.

Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Old Mutuial; XXI Banorte; Banamex; 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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HSBC names Joe Abruzzo head of global private banking for the Americas

As HSBC’s chief private banking executive in the region, Abruzzo will oversee efforts to advance client service offerings and achieve sustainable growth for the business.

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Latin American Pension Fund Investments in Cross-Border Securities – February 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 February 28, 2017.

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Pioneer veteran Castellano departs

Jose Castellano has stepped aside after 16 years at Pioneer Investments, whose pending merger with Amundi was recently approved by the European Commission.

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Becon and Cullen complete joint Southern Cone roadshow

Jeff Cullen from Cullen Funds participated in the extensive roadshow, which was organized by Latam-based independent distributor Becon Investment. More than 300 wealth managers and gatekeepers participated.

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BlackRock positions equity investment platform for future of active management

“At the heart of BlackRock is a culture that embraces change and turns it into opportunity,” said CEO Larry Fink. “We are constantly anticipating how macro trends will reshape both our industry and our clients’ needs; we then pivot accordingly."

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JP Morgan to build out Latam presence with Mexican and Colombian offices

The offices add to JPM's asset management operations in Chile and Brazil.

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Merrill Lynch trims divisions in executive shakeup

Don Plaus will lead Merrill Lynch's elite Private Banking & Investment Group, which caters to wealthy clients. He'll also oversee the firm's international business, according to news site On Wall Street.

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Latin American Pension Fund Investments in Cross-Border Securities – January 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 January 31, 2017.

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Natixis: Institutional investors embrace risk in pursuit of better returns and yield

Natixis's David Giunta notes that institutional investors are "balancing risks and embracing alternatives to traditional 60/40 portfolio construction, but always with an eye on their long-term objectives.”

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