After almost six years leading the institutional sales team at Compass Group in Mexico, in June Palacio took over responsibility for identifying the needs of the institutional clients of BNP Paribas Investment Partners and designing tailor-made investment solutions.
JP Morgan institutional head charts diversification strategy by country and client
August 1, 2014 by
Juan Pablo Soffia told Fund Pro Latin America that the firm seeks to replicate its results with Chilean pension funds in Peru and Colombia, while also expanding the client base to other institutions, such as mutual fund managers and private banks in the three countries.
CCR Monthly Approval Report – July 2014
August 1, 2014 by
Of the 15 products approved, 10 are equity funds, three high yield bond funds, one commodity fund, and one real estate fund. Oddo, a French asset manager, made its first appearence with four products.
XP Investimentos buys Internet brokerage Clear
August 1, 2014 by
The holding company of XP Investimentos announced the acquisition of the Internet brokerage Clear in a transaction estimated at BRL 90 million.
Luciana Rodrigues takes over capital-markets area at Previ
August 1, 2014 by
The capital market area has been responsible, among other activities, for the process of foreign investment initiated by the pension fund this year.
Legg Mason announces deal for Martin Currie
August 1, 2014 by
The addition of Martin Currie is designed to expand Legg Mason’s capabilities in active equities, with the inclusion of the firm’s global equity, global emerging markets, Asian equity, European equity, Japan and China equity funds.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – June 2014
July 29, 2014 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian 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 June 30, 2014.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Latin American Pension Fund Investments in Cross-Border Securities – May 2014
July 29, 2014 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 2009 through 2013, and as of May 31, 2014.
Deutsche A&WM hires Wilczewski to lead institutional coverage in the Americas
July 28, 2014 by
Wilczewski will focus on serving institutional investors, overseeing client coverage and distribution in the Americas. He was most recently head of advisory solutions at AON Hewitt.
Fitch affirms ARX Investimentos rating at highest standards
July 28, 2014 by
ARX's 'Highest Standards' ratings reflects Fitch's opinion that the company's investment platform and operating framework are superior relative to the standards applied by institutional investors in international markets.
