“Having cross-listed the first SPDR ETFs on the BMV in 2006, the Mexican market has remained a strategic priority for over a decade," said Kathryn Sweeney, head of SPDR Americas institutional sales.
BlackRock presents its USD 160 billion alternatives platform to Latam market
October 1, 2018 by
During a visit in Santiago, Manuel Gutierrez-Mellado, alternative product strategist at BlackRock, noted that Latam institutionals have a global bias when investing in private capital and credit, and a local bias for infrastructure.
Menu of voluntary-retirement products likely to expand with derivatives ruling
October 1, 2018 by
Before the easing of rules by Chile's Financial Market Commission, fund managers (AGFs) had been unable to launch a retirement-share-class for any fund whose investment policy allowed the use of derivatives for speculative purposes.
AFPs blaze broad retreat in August; add to Asia, North America exposure
October 1, 2018 by
North American equities were the top draw once again in August. The AFPs moved USD 594 million into the category during the month, bringing total AUM to USD 7.8 billion for a 9.7% market share.
Exposure to sustainable investment rises with affluence levels, says UBS
October 1, 2018 by
Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.
Brazilians shrug off market volatility, boost fund investments
October 1, 2018 by
Despite market turbulence, the Brazilian investment fund industry ended the month with net inflows of BRL 12.7 billion (USD 3.1 billion), with year-to-date inflows coming in at BRL 61 billion.
Mirae launches Brazil’s first fixed-income ETF
October 1, 2018 by
According to Mirae’s director of investments in Brazil, Andre Pimentel, the idea is to offer a product with more liquidity, given the difficulty of operate fixed income ETF in secondary market.
BlackRock takes control of Citibanamex’s asset-management unit
October 1, 2018 by
Armando Senra, head of the Latin America & Iberia region for BlackRock, termed the transaction "transformative for BlackRock and the asset management industry in Mexico and the region."
Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – August 2018
October 1, 2018 by
Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of August 31, 2018.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Morgan Stanley; Vontobel; JP Morgan; Schroders; Goldman Sachs; Advent; WisdomTree; MFS; Franklin Templeton; NB; Blackstone; Partners Group; BlackRock Robeco; Investec; Pictet; Harbour Vest; NN IP; Julius Baer; Threadneedle; Carlyle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; Southern Cross; Finesa; Coller; Apollo; BBH; BNP Paribas; Axa; Warburg Pincus; PineBridge; GSP; Alp; Pomona; Pioneer; BBVA Bancomer; Horizons; AB; Deka; Bain; Court Square; Capital Partners; Ardian; Quilvest; PIMCO; River Stone Carlyle; BNY Mellon; Az Multi Asset; Amundi; Mandarine; Allianz; AllianceBernstein; Porvenir; Proteccion; Colfondos; Old Mutual; FiduDavivienda; GNB Sudameris; Alianza; Colseguros; Popular.
CCR Monthly Approval Report – September 2018
October 1, 2018 by
BlackRock, Invesco, Deutsche, PIMCO, Lord Abbett and UTI Goldfinch were the fund sponsors gaining approval for new products in September.
