Tracking the Activities of Global Asset Managers in Latin America
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2022.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Berenberg's Matthias Born expects to land an allocation from the Afore industry before September. Its first approved fund invests in small-cap European equity.
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of June 30, 2022.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
In a discussion covering Afores’ international investments, Ivan Pliego revealed AUMs captured by active cross-border funds vs. global ETFs.
Carlos Brito noted JPM's strong commitment to Mexico since the office opened in 2018, with a slew of new offerings and some key hirings.
Amafore’s Alvaro Meléndez shared the changes related to the approval of international mutual funds for the Afores to invest in, as well as an updated list of funds.
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2022.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2021.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
After a change in leadership at the CONSAR, the Amafore will again be responsible for approving international funds suitable for Afore consumption.
Despite having the option to invest in UCITS, Andres Moreno, Afore SURA’s CIO, believes mandates will end up being the cheaper alternative.
