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 June 30, 2018.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Franklin is introducing a line of ETFs that includes passive and Smart Beta strategies. Demand for these instruments has been high, says Jennifer M. Johnson, president and COO.
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of March 31, 2018.
Companies mentioned in this report: XX Banorte; Citibanamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
Tonatiuh Rodríguez, who previously headed Afore XXI Banorte, came to Afore Azteca with the job of growing the client base by 40% in 2018. He considers cross-border mutual funds "an indispensable though transitional tool."
Carlos Ramírez, president of the Consar, provided Fund Pro Latin America with a time estimate on when Afore pension managers will finally be able to invest in cross-border mutual funds.
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of December 31, 2017.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
While preaching patience, Natixis's Mauricio Giordano told Fund Pro Latin America that Afores could potentially make their first cross-border-fund investments in the second half of 2018.
Pensionissste, Banamex, Profuturo and Principal were the subjects of mandate news in October and November, as were global managers BlackRock, Wellington, Franklin Templeton and a pair of others.
“The evolution of the Mexico pension system has been remarkable to watch," says First Trust's Codie Sanchez,
Excel workbook detailing, over various time periods, asset totals, inflows and affiliate trends among Mexican Afores. Data as of September 30, 2017.
Companies mentioned in this report: XX Banorte; Banamex; Sura; Profuturo GNP; Principal; Invercap; PensionISSSTE; Inbursa; Coppel; Metlife; Azteca; Afirme Bajío.
