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League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – November 2015

December 10, 2015 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Also includes monthly inflows / outflows and market share. Data as of November 30, 2015.

Companies mentioned in this report: iShares; Vanguard; Aberdeen; State Street; Schroders; MFS; Franklin Templeton; BlackRock, Principal; Hederson; PowerShares, JP Morgan; EDM; BNP Paribas; Robeco;BBVA; First Trust; Van Eck; Santander; Oppenheim Pramerica; Pioneer; WisdomTree; Investec; Fidelity; Global X; PIMCO; ING; Actinver; Banamex; BBVA; Compass; Franklin Templeton; GBM; HSBC; Interacciones; Intercam; Invex; Ixe; Principal; Santander; Scotia; Sura; Valmex; Vector; Old Mutual.

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

Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – November 2015

December 10, 2015 by

Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of November 30, 2015.

Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Old Mutual; Interacciones; Invex; Vector; Intercam; Aberdeen; BlackRock; BNP Paribas; EasyETF; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pramerica; Pioneer; PowerShares; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree.

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

Chilean AFPs rediscovered global equities in October, to the delight of cross-border managers

December 7, 2015 by

October was a good month for active managers Julius Baer, Deutsche, Schroders, Investec and Robeco, while ETF providers iShares and Vanguard finally caught a break as AFPs finally began taking positions in equity again.

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

Tax holiday on wealthy Chileans could alter local private-banking landscape

December 7, 2015 by

Repatriation or sunlighting of undeclared overseas assets could generate new flows to local private banks and wealth managers.

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

CCR Monthly Approval Report – November 2015

December 7, 2015 by

Santander and Amundi registered four and three mutual funds in the month, respectively, while five other managers also won approval for one product of their own.

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

Morgan Stanley makes play for Credit Suisse’s US offshore team

December 7, 2015 by

The early-December announcement ends a month of uncertainty for the Miami and New York-based CS brokers, who were not included in a recruitment arrangement with Wells Fargo that covered US onshore advisors.

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

State Street sees volatility spilling over into 2016, challenging returns

December 7, 2015 by

"Disappointing growth results in emerging economies leads us to forecast low and slow global growth for 2016,” said Rick Lacaille, executive vice president and global chief investment officer at SSGA.

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Deutsche X-trackers platform now includes enhanced-beta ETFs

December 7, 2015 by

“We are excited to launch our first suite of enhanced beta ETFs in the US,” said Fiona Bassett, head of passive in the Americas. “We believe this new suite complements our expertise and commitment to bringing innovative and relevant investment solutions to market."

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

ANBIMA recategorizes Brazilian funds based partially on new CVM classification

December 7, 2015 by

Funds will be classified on three levels, using first the classification established by the CVM, followed by their management style, asset-allocation and risk factors, and finally additional details of their investment strategies.

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

Afores: Cross-border funds are the logical alternative to cumbersome mandate process

December 7, 2015 by

"We have emphasized repeatedly their advantages and [cross-border funds] are a proven option; Peru, Chile and Colombia use them and capitalize on them," said Carlos Noriega, president of the local Afore trade group (Amafore).

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