Bradesco's objective for Latin America is to use HMC Itajubá for distribution of the funds in almost all countries. said Luiz Osório Leão Filho, international business development manager at BRAM.
AUM growth in hedge-fund sector favors already-large firms, says Deutsche Bank survey
March 19, 2015 by
“More and more, we’re seeing today’s hedge fund assets concentrated among the largest managers," said Barry Bausano, co-head of global prime finance at Deutsche Bank.
League Table – Assets Gathered by Latin American Mutual Fund Managers – December 2014
March 17, 2015 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 December 31, 2014.
Companies mentioned in this report: Banco do Brasil; Itaú; Bradesco; Caixa Econômica Federal; Santander; BTG Pactual; HSBC; Citigroup; BBVA; Credit Suisse; Safra Asset Mgt.; Votorantim; JP Morgan; Legg Mason; BNY Mellon AM; Grupo Sura; Banchile; BNP Paribas; Scotia; Banorte - Ixe; Inbursa; Vinci Partners; Opportunity; Sul America Investimentos; Actinver; Intrag; BRL Trust; Bci; BCP; Quantitas; Morgan Stanley; BW; GPS - CFO; JGP; Icatu; SPX; Porto Seguro; Pátria; GBM; Integral Investimentos; GAP Prudential; Banrisul; Plural Capital; Principal; Grupo Aval; Security; Mapfre; Riviera; LarrainVial; Bice; Oliveira Trust ; BancoEstado; Alfa; Nafinsa; Pragma; Davivienda; BNB; Dynamo; Kinea; Kondor; Planner; Modal; Merrill Lynch; Schroders; Petra; Geracao Futuro; Solidus; Alianza; Everest; Reliance; Interacciones; CorpBanca; Consenso; Ibiuna; Global Equity / Global Capital; Banco Clássico; UBS; Peninsula; Fator; Franklin Templeton; Gerval; Phronesis Investimentos; Polo Capital; BBM; Ventor; Valmex; Vector; Mercatto; Claritas; Pellegrini; BRZ; Perfin; Ipanema; Advisor; Fiducor; Quest; Galicia Adm. de Fondos; Squadra Investimentos; Tarpon; Lorinvest.
Regional Mutual Fund Managers Industry Statistics – December 2014
March 16, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of December 31, 2014.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
Fidelity asks: Are today’s emerging affluent investors millionaires in the making?
March 11, 2015 by
Fidelity Investments released results of its 7th Millionaire Outlook, which shows that emerging affluent investors are well positioned to attain – or even exceed – millionaire status. Most importantly, while these investors look very different than today’s millionaires, with more than two-thirds female and one-quarter non-white, they demonstrate many similar attitudes and behaviors.
Latin American Pension Fund Investments in Cross-Border Securities – December 2014
March 3, 2015 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 2009 through 2013, and as of December 31, 2014.
BlackRock taps Madrid sales boss to head up wealth distribution in Americas
February 26, 2015 by
Beginning in March 2015, Iván Pascual will be charged with managing BlackRock's global relationships with private banks, family offices, fund platforms, and wealth managers and his coverage will include the firm's active products as well as iShares.
BofA Merrill Lynch: Investors exuberantly bullish on Europe after promise of ECB action
February 26, 2015 by
Europe’s profit outlook is at its best since 2009, according to panel members. A net 81% of regional specialists see the economy strengthening in the next year. "It is as if there is not a single bear left," said Manish Kabra (photo), European equity and quantitative strategist.
Regional Pension Fund Managers Industry Statistics – December 2014
February 23, 2015 by
Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of December 30, 2014.
Companies mentioned in this report: Provida; Habitat; Capital; Cuprum; Planvital; Modelo; Porvenir; Protección; Colfondos; Skandia; XXI Banorte; Banamex; Sura; Profuturo GNP; Principal; INvercap; Inbursa; PensionISSSTE; Coppel; Metlife; Azteca; Afirme Bajío; Bancomer; HSBC; Scotia; Integra; Prima; Profuturo; Habitat.
BlackRock study: Institutional investors should consider profound shifts in investments
February 18, 2015 by
Mixed economic growth forecasts and shifting monetary policies are testing investors’ ability to generate sufficient returns to meet their long-term liabilities,” commented Mark McCombe, senior managing director and global head of BlackRock’s institutional client business.
