First Trust Large Cap Value AlphaDEX and First Trust Large Cap Core AlphaDEX provide pension managers an index-based option that seeks risk-adjusted excess returns over time by selecting and weighting stocks based on fundamental merit-based factors.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – October 2014
November 10, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of October 31, 2014.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Mexican Pension Fund Industry Statistics – September 2014
November 4, 2014 by
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2014.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – September 2014
October 3, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of September 30, 2014.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Consar discloses plans to speed up mandate process
September 30, 2014 by
Consar President Carlos Ramírez Fuentes (photo) is convinced that mandates are a tool the Afores should be using more. He told Fund Pro Latin America that the pension regulator is doing its best to speed up the mandate process.
Important changes to Mexican pension law put off until 2015
September 23, 2014 by
Proposals to increase contribution levels, boost voluntary savings and relax the restrictive investment regime will not be put to Congress until at least 2015, via a bill from the Executive or as a result of the work of an expert committee close to being formed.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2014
September 22, 2014 by
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Three months ending June 30, 2014.
Companies mentioned in this report: Aberdeen; Franklin Templeton; Schoders; Investec; Axa; Dimensional; Vanguard; pioneer, Fidelity; JP Morgan; Robeco; Invesco; BNP Paribas; Julius Baer; BlackRock; Deutsche; BNY Mellon AM; Goldman Sachs; Pictet; Votobel; Ashmore; PIMCO; Hederson; ING; Matthews; Bluebay; Allianz; Threadneedle; MFS; Aviva Investors; Morgan Stanley; AllianceBernstein; HSBC; Edmond de Rothschild; LarrainVial; M&G; Muzinich; F&C; UBS; BTG Pactual; Janus; GAM; GLG; Alfred Berg; Amundi; TIAA-CREF; Oppenheimer; Principal; CreditSuisse; SEB; EDM; BBH; Deka; Nomura.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – August 2014
September 9, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of August 31, 2014.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – July 2014
August 4, 2014 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of July 31, 2014.
Companies mentioned in this report: Aberdeen; BBVA; BlackRock; BNP Paribas; EDM; Fidelity; First Trust; Franklin Templeton; Global X; Henderson; ING; Investec; iShares; JP Morgan; MFS; Morgan Stanley; Oppenheim; Pioneer; PowerShares; Principal; ProShares; Robeco; Santander; Schroders; State Street; Van Eck; Vanguard; WisdomTree.
XXI Banorte faces challenge managing Mexico’s largest institutional portfolio
July 24, 2014 by
Mexico's largest pension manager says it will use its entire 20% international allocation to gain exposure to foreign equities, in part via ETFs and in part via mandates.
