Tracking the Activities of Global Asset Managers in Latin America
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2015.
Companies mentioned in this report: Banamex; BBVA Bancomer; Santander; Banorte – Ixe; Inbursa; Actinver; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Ve por Más; American Express; Invercap.
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2015.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Oversight of the fund, in which Chilean AFPs invest USD 285 million, has been handed off to co-manager Angel Ortiz. Duffy (pictured) will now manage Fidelity's Emerging Market Focus fund, which was launched for him in September 2014.
Sophie del Campo, general manager of Iberia and head of Latin America for Natixis Global, said the new office "reflects our strong commitment to the local and regional markets and our continued commitment to Latin America.”
"We are now NN Investment Partners, but we are still the same people with the same commitment, the same strategies and the same investment philosophy," said Jaime Rodríguez Pato, CEO of NN Investment Partners Iberia & Latin America.
President of BNP Paribas AM, Luiz Sorge (photo), predicted that the new area will come to represent between 5% and 10% of overall AUM.
Of interest to market observers is how Santander Asset Management's Latin American fund operations will be impacted, considering that these units are attached at the hip to their related retail banking operations, on which the asset manager depends for distribution.
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2015.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2015.
Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; BBVA Francés; 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; Provinfondos;RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Surthern Trust; ICBC Bank; Nativa; Nuevo Chaco Fondos; Supervielle.
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2015.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Satander; Scotia; Security; Sura; Zurich
