The acquisition of Emerging Global Advisors adds over USD 900 million across a suite of nine emerging-markets-equity ETFs. The ETFs "enhance and complement our actively managed investment capabilities and bring our expertise to a broader set of investors,” said Columbia Threadneedle's Ted Truscott.
Columbia Threadneedle boosts strategic beta capability with purchase of ETF family
September 7, 2016 by
Citi Private Bank names JPM exec as UNHW team leader for Latin America
September 7, 2016 by
Garcia-Romero joins Citi from JP Morgan Private Bank, where she served as the market manager and investment team leader for the Andes, Central America and Caribbean region.
Latin American Pension Fund Investments in Cross-Border Securities – June 2016
September 6, 2016 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2011 through 2015, and as of June 30, 2016.
Latin American Distribution Dynamics 2016: Keys to Gaining a Foothold in Increasingly Globalized Markets
August 24, 2016 by
This latest effort from Latin Asset Management and Cerulli Associates is the most wide-ranging yet focused report on Latin American domestic markets (mutual funds and pension funds) available in the market. It provides an in-depth look at demand for cross-border funds and ETFs and market-entry opportunities for global firms.
Sura launches Pacific Alliance bond fund
August 24, 2016 by
Sura's Juan David Perdomo said the Chile-domiciled fund will invest in government and corporate bonds throughout Chile, Mexico, Colombia and Peru. Mirror versions of the fund are expected in other jurisdictions.
Fidelity uncovers what drives millionaires to recommend their advisors
August 23, 2016 by
“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.
BlackRock reinforces Latam management team
August 23, 2016 by
Andrés De Goyeneche was named regional director for Chile, Peru and Uruguay, while Mauricio Perez Lavin was tapped to lead the product division for institutional clients in Chile.
Wealthy see their financial security tied to outcome of US election
August 23, 2016 by
"Across party lines, investors see the economy as the biggest issue in the election, outranking concerns like healthcare, national security and foreign policy," said UBS's Paula Polito.
Nuveen and Artivest team to offer alternatives to HNW intermediaries
August 10, 2016 by
Mike Perry, head of alternative investments for Nuveen, said the firm is committed to helping clients build out this important component of their portfolios.
UBS sees Latam outflows as tax amnesties stimulate redemptions
August 3, 2016 by
Net withdrawals from emerging-market clients amounted to USD 2.4 billion in the second quarter -- much of it from Latin America - said UBS's chief financial officer Kirt Gardner.
