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Holdings Report – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – March 2015

August 27, 2015 by

Excel workbook detailing assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican mutual funds and Peruvian pension funds (AFPs). Data as of March 31, 2015.

Companies mentioned in this report: Aberdeen; Franklin Templeton; Fidelity; Investec; Schroders; Dimensional; Axa; Vanguard; JP Morgan; Julius Baer; Robeco; BNP Paribas; Pioneer; BlackRock; Invesco; BNY Mellon AM; Goldman Sachs; Vontobel; Pictet; Deutsche; Ashmore; PIMCO; Allianz; Threadneedle; Matthews Funds; Aviva Investors; MFS; HSBC; BlueBay; AllianceBernstein; Morgan Stanley; UBS; Edmond de Rothschild; LarrainVial; M&G; BBH; BTG Pactual; ING; Muzinich; Janus; Amundi; Henderson; F&C; GAM; WisdomTree; SEB; Principal; GLG; TIAA-CREF; Alfred Berg; EDM; Deka; Oppenheim Pramerica; Nomura; Credit Suisse; Legg Mason; WestLB; La Française AM; Carmignac; Brown Advisory; Santander; Dexia; AZ Fund Management; REYL; PineBridge; Natixis; Nordea; Manulife; Raiffeisen; Baring; EuroAmerica; Traditional Funds; Schwab; Skandia; East Capital; Bestinver; Neuberger Berman; Baron; First State Investments; Lombard Odier; T. Rowe Price; SEI; NEVASA HMC.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , ,

BofA Merrill: Weakening outlook for global economy amid China fears

August 22, 2015 by

“Investors are sending a clear message that they are positioned for lower growth in China and emerging markets,” said Michael Hartnett, chief investment strategist at BofA Merrill Lynch Global Research.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , ,

Morgan Stanley’s Latam wealth clients now need minimum of USD 500,000

August 22, 2015 by

Morgan said that clients with less than the USD 500,000 minimum will be serviced through an international call center, beginning in January 2016.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , ,

Deutsche adds to suite of international currency-hedged ETFs

August 21, 2015 by

“As a European-based bank, we have been able to leverage our local insight to offer the most comprehensive suite of currency-hedged international equity ETFs in the US,” said Fiona Bassett, head of passive products in the Americas.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , ,

Regional Mutual Fund Managers Industry Statistics – March 2015

August 21, 2015 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2015.

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.

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Filed Under: Argentina, Brazil, Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , ,

Latin American Pension Fund Investments in Cross-Border Securities – June 2015

August 21, 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 2008 through 2014, and as of June 30, 2015.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

Regional Pension Fund Managers Industry Statistics – June 2015

August 21, 2015 by

Excel workbook detailing, over various time periods, pension fund industry asset growth by managers. Data as of June 30, 2015.

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.

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Filed Under: Chile, Colombia, Mexico, Peru, Private, Quantitative Analysis, Region Tagged With: , , , , , , ,

League Table – Assets Gathered by Latin American Mutual Fund Managers – March 2015

August 18, 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 March 31, 2015.

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.

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Filed Under: Private, Quantitative Analysis, Region Tagged With: , , , , , , , , , , , , ,

Morgan Stanley hires ex-RBC director to run its Coral Gables office

August 16, 2015 by

Seigal was hired to help grow the group's offshore platform and is taking over from José Salazar. He will work alongside Kevin McCarty, Morgan Stanley's Miami complex manager.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , ,

Fitch cites Brazil’s ‘deterioration’ in lowering of BTG Pactual’s rating outlook

August 16, 2015 by

The downgraded outlook reflects a change in Fitch's view on BTG's acquisition of BSI, a private bank headquartered in Switzerland, due to the significant deterioration in Brazil's operating environment.

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Filed Under: News and Trends, Private, Region Tagged With: , , , ,
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