“The VanEck NDR Managed Allocation Fund will be just the first offering in what we expect will be a series of VanEck tactical fund solutions," said VanEck’s president and CEO Jan van Eck.
Fidelity: Investors bailing out of choppy markets may miss out on opportunities
May 18, 2016 by
“There is no question that the market had a volatile start to 2016, so it’s no surprise that volatility was a top concern for advisors in the first quarter,” said Scott E. Couto, president, Fidelity Institutional Asset Management.
BlackRock’s iShares unit to unveil new line of multi-factor sector ETFs
May 18, 2016 by
BlackRock’s Factor-Based Strategies Group, led by Andrew Ang, oversees the broadest suite of factor-based products and capabilities, with more than USD 142 billion in assets under management.
Deutsche hires Patrick Campion as head of Americas wealth management
May 18, 2016 by
Campion, a managing director, will report to Fabrizio Campelli, global head of Deutsche Bank Wealth Management and will become a member of the Wealth Management Executive Committee.
UBS names celebrated Citigroup vet as Americas vice chairman
May 18, 2016 by
Ed Montero had spent more than 50 years at Citigroup, most recently holding the position of vice chairman of Citi Private Bank and Wealth Management Latin America.
Latin American Pension Fund Investments in Cross-Border Securities – February 2016
May 17, 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 February 29, 2016.
Chilean Mutual Fund Industry Net New Investments (NNI) Report – March 2016
May 17, 2016 by
Excel workbook detailing net new investments (NNI) of all locally registered Chilean mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2016.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Santander; Scotia; Security; Sura; Zurich.
Peruvian AFP Investments in International Mutual Funds – April 2016
May 17, 2016 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of April 30, 2016.
Companies mentioned in this report: Allianz; Aberdeen; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Franklin Templeton; Investec; BlackRock - iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Dimensional; Fidelity; JP Morgan; Threadneedle; UBS; GBM; NN Investment; Henderson; Matthews; Nomura; Wisdom Tree; Wellington; Goldman Sachs; Amundi; Invesco; Axa; Morgan Stanley; Vontobel; Habitat; Prima; Profuturo; Integra.
Argentine Mutual Fund Industry Net New Investments (NNI) Report – March 2016
May 17, 2016 by
Excel workbook detailing net new investments (NNI) of all locally registered Argentine mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2016.
Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; Frances ADM. de Inv.; BNP Paribas; bST; Cima; CMA; Cohen; Consultatio; Convexity; Facimex; BACS; Fondcapital; Gainvest; Galicia; Galileo; GPS Inestments; Gte de Fondos; HSBC; Itaú; Macro; Mariva; MBA; Megainver; Patagonia; Pellegrini; Proahorro; Provincia;RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Southern Trust; Standard Bank; Supervielle.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – February 2016
May 16, 2016 by
Excel workbook detailing inflows/outflows of Colombian pension funds into international funds / ETFs. Includes names of all funds/ETFs as well as amounts invested in each. Data as of February 29, 2016.
Companies mentioned in this report: iShares; Vanguard; State Street; Dimensional; Aberdeen; Deutsche; Vontobel; Schroders; WisdomTree; MFS; Morgan Stanley; Franklin Templeton; BlackRock; Investec; Robeco; Pictet; JP Morgan; Goldman Sachs; Julius Baer; NN IP; Threadneedle; Neuberger Berman; Fidelity; Invesco; Matthews Funds; BBH; BNP Paribas; Pioneer; Horizons; AB; Deka; PIMCO; BNY Mellon; Az Multi Asset; Mandarine; Amundi; Allianz; Protección; Porvenir; Colfondos; Colseguros; Old Mutual; Horizonte; HSBC; FiduDavivienda; Popular; Correval.
