Excel workbook detailing inflows / outflows of Mexican mutual funds into international funds and ETFs. Includes names of all funds and ETFs as well as amounts invested in each. Period ending January 31, 2014.
Companies mentioned in this report: Aberdeen; Axa; BBVA; 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; Principal; ProShares; Robeco; Santander; Schroder; State Street; Van Eck; Vanguard; WisdomTree; Actinver; Banamex; BBVA; Compass; GBM; HSBC; Inbursa; Interacciones; Intercam; Ixe ; Principal; Santander; Skandia; Valmex; Vector; Franklin Templeton; Scotia; Invex; Sura.
Flow Report – Mexican Mutual Fund Manager (OFI) Investments in Cross-Border Funds and ETFs – January 2014
February 24, 2014 by
Bill that would modernize oversight of Chilean fund market likely to pass in second half
February 21, 2014 by
The bill enjoys the backing of most of the actors in the capital market. The local mutual fund association has given its blessing, as it believes the change is a necessary step to Chile becoming a regional financial platform.
Mark Mobius: Mexico is on the tip of everyone’s tongue
February 21, 2014 by
The outlook for Mexico is positive, said Mobius, and the Mexican government's announced agenda is generating enthusiasm. Just how quickly the government is able to implement new legislation and reforms in general will prove decisive to the realization of these ambitious goals.
Scotiabank adds ex-Mexican regulator Babatz to its board of directors
February 21, 2014 by
Scotia is on the few multinational firms to have made significant investments in the Latin American pension and asset-management space in recent years. It is now well positioned in the Mexican, Colombian and Peruvian pension fund markets, and has a significant banking presence in Chile and Mexico.
Flow Report – Colombian Pension Funds (Obligatory + Voluntary) Investments in Cross-Border Funds and ETFs – December 2013
February 20, 2014 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.
Companies mentioned in this report: Dimensional; Vontobel; Aberdeen; Franklin Templeton; Investec; Robeco; Morgan Stanley; Schroder; JP Morgan; MFS; ING; BBH; Pictet; Amundi; Matthews Funds; Fidelity; BlackRock; Pioneer; WisdomTree; Invesco; Deka; LarrainVial; AllianceBernstein; AZ Fund Management; BNP Paribas; BNY Mellon; HSBC; Allianz; iShares; State Street; Vanguard; Proshares; PowerShares; Pimco; Van Eck; Lyxor; Protección; Porvenir; Colfondos; Skandia; Horizonte; HSBC; FiduDavivienda.
Gestión Santander fueling AUM inflows for cross-border managers in Mexico
February 19, 2014 by
USD 123 million in new money has been invested in cross-border mutual funds by the Mexican asset management unit of Spanish firm Grupo Santander. Equity products of JP Morgan, Henderson and Robeco have been the main beneficiaries.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – January 2014
February 19, 2014 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 January 31, 2014.
Companies mentioned in this report: Banamex; Valmex; Sura; BBVA; Santander; Actinver; Scotia; Principal; Ixe; Inbursa; GBM; HSBC; Compass; Skandia; Interacciones; Franklin; Templeton; Invex; Vector; Intercam; Aberdeen; BBVA; 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; Principal; ProShares; Robeco; Santander; Schroder; State; Street; Van; Eck; Vanguard; WisdomTree.
Holdings Report – Assets Gathered by Cross-Border Fund Managers and ETF Sponsors – Peruvian Pension Fund Market – January 2014
February 19, 2014 by
Excel workbook detailing Peruvian AFP allocations to mutual fund managers and ETF sponsors. Data as of January 31, 2014.
Companies mentioned in this report: Aberdeen; Allianz; BlackRock; BNP Paribas; BNY Mellon Asset Mgt.; Deutsche; Dimensional; Fidelity; Franklin Templeton; Henderson; Investec; iShares; Janus; Julius Baer; MFS; Muzinich; Pictet; Pioneer; PowerShares; Robeco; Schroder ; State Street; LarrainVial; Axa; Van Eck; Vanguard ; WestLB; Habitat; Integra; Prima; Profuturo.
Holdings Report – Colombian Pension Fund Investment in Cross-Border Securities – December 2013
February 19, 2014 by
Excel workbook detailing Colombian pension fund (Obligatory + Voluntary) allocations to cross-border mutual funds, ETFs, private equity funds, bonds, stocks and other securities. Includes names of all securities as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of December 31, 2013.
Companies mentioned in this report: Aberdeen; AllianceBernstein; Allianz; Amundi; AZ Fund Management; BBH; BlackRock; BNP Paribas; BNY Mellon; Deka; Dimensional; Fidelity; Franklin Templeton; HSBC; ING; Invesco; Investec; iShares; JP Morgan; LarrainVial; Lyxor; Matthews Funds; MFS; Morgan Stanley; N/A; Pictet; Pimco; Pioneer; PowerShares; ProShares; Robeco; Schroder; State Street; Van Eck; Vanguard; Vontobel; WisdomTree; Proteccion; Porvenir; Colfondos; Horizonte; Skandia; HSBC; FiduDavivienda; FiduColombia; Colseguros; Fiduciar.
Another mandate from Banamex, this time for USD 1 billion
February 18, 2014 by
As the size of pension-fund mandates grows and the pace of announcements picks up, Mexico is quickly garnering the attention of global asset managers looking for the next-best market after Chile. Banamex said it would spread this latest mandate among five distinct global players - all of which have boots on the ground in the country.
