In addition to offering more access to retail investors and creating customized solutions for institutional investors, hedge fund firms are increasingly engaging investors in an advisory capacity to support their clients’ overall portfolio, and expanding into functions beyond their traditional role as just asset managers.
Horizons and FiduBogotá launch an ETF that tracks S&P Colombia Select Index
June 2, 2014 by
Howard Atkinson (photo) claimed the new ETF offers low-cost exposure to a more diversified index than other currently available Colombian benchmarks.
Regional Mutual Fund Managers Industry Statistics – March 2014
May 30, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2014.
Companies mentioned in this report: Pellegrini; Galicia Adm. De Fondo; Schroders; Banco do Brasil; Itaú Unibanco; Bradesco; Banchile; Santander; BCI; BBVA Bancomer; Banamex; Credifondo; BBVA Fondos; Scotia Perú; Interfondo; Bancolombia; Bogotá and others.
League Table – Assets Gathered by Latin American Pension Fund Managers – March 2014
May 29, 2014 by
This league table provides a ranking of Latin American Pension Fund Managers, domiciled in Chile, Colombia, Costa Rica, Dominican Republic, Mexico, Peru and Uruguay by AUM. It also includes annual growth/loss and percentage change. Data as of March 31, 2014.
Companies mentioned in this report: Sura; Metlife; Principal; Habitat; Banorte; Grupo Aval; Banamex; Scotiabank; Profuturo GNP; BCP; Invercap; PensionISSSTE; Inbursa; Coppel; Banco República; Planvital; Skandia; BPDC; Modelo; Itaú Unibanco; Banco Popular; Banco Azteca; Banco Nacional; BCR; BHD; Bandes; Vida Plena; BanReservas; BAC; CCSS-OPC; Banco General; BanVivienda; Romana.
March was iShares month in the Colombian pension fund market
May 28, 2014 by
Emerging-markets- and European-equity oriented products led the preferences of AFP portfolio managers, receiving USD 360 million and USD 185 million, respectively in the month.
Pension managers replace equity with mutual funds and ETFs
May 28, 2014 by
Local experts point to disappointing results in Brazilian equities and attractive opportunities in global mid-cap companies that target the consumer sector.
Most multifamily offices exempt from onerous registration requirements
May 28, 2014 by
It is estimated that multifamily offices manage about USD 3 billion, approximately 10% of the amounts managed by traditional single family offices, belonging to the richest families in Chile.
Colombian Mutual Fund Managers Industry Statistics – March 2014
May 28, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2014.
Companies mentioned in this report: Bancolombia; Bogotá; Credicorp Capital; Cititrust; Alianza, Corredores Asociados; Fiducor; Davivienda; Corficolombia; Valores Bancolombia; BGT Pactual; BBVA; Occidente; Serfinco; La Previsora; Helm; Compañia de Profesionales de Bolsa; Acción; Popular; Skandia; Casa de Bolsa; Asesores Valores; Ultrabursatiles;Fiduagraria; CorpBanca Invest. Trust; Colmena; Colpatria; Alianza Valores; Interbolsa; Central; Gestión; SEAF Colombia; Sevitrust GNB Sudameris; Seguridad; Fiducoidex; Progesion; Global Securities; Correval; Colseguros; Petrolera; País; Acciones y Valores; AFIN; Sevivalores GNB Sudameris; Compass Group; Asesoría e Inversiones; Davivalores; HSBC; Acciones de Colombia; Fiducafe; Sudamericana; Proyectar Valores.
Peruvian AFP Pension Fund Industry Statistics – April 2014
May 28, 2014 by
Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of April 30, 2014.
Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.
Brazilian Mutual Fund Managers Industry Statistics – April 2014
May 27, 2014 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of April 30, 2014.
Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, HSBC, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea.
