Anbima Archives - Page 6 of 36 - Fund Pro Latin America

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – May 2023

June 27, 2023 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of May 31, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, flows, funds, inflows, May 2023, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – May 2023

June 27, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of May 31, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, fundos, May 2023

Mutual funds outflows reach BRL 47.2 billion in May

June 21, 2023 by Fund Pro Latin America

Fixed income had the worst figures, bleeding BRL 29.6 billion.

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Filed Under: Brazil, News and Trends, Private Tagged With: Anbima, asset allocation, AUM, equity, fixed income, flows, fundos, May 2023, Mutual Funds, NNI, perfomance, Portfolio Management, Returns

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – April 2023

May 23, 2023 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of April 30, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, April 2023, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, flows, funds, inflows, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – April 2023

May 23, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of April 30, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, April 2023, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, fundos

Brazilian mutual funds face record outflows of USD 9 billion in April

May 18, 2023 by Fund Pro Latin America

Over the 12 months ending in April 2023, investors pulled BRL 71 billion out of the mutual fund industry.

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Filed Under: Brazil, News and Trends, Private Tagged With: Anbima, April 2023, asset allocation, AUM, equity, fixed income, flows, fundos, Mutual Funds, NNI, perfomance, Portfolio Management, Returns

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – March 2023

April 25, 2023 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of March 31, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, flows, funds, inflows, March 2023, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – March 2023

April 25, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of March 31, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, etc.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, fundos, March 2023

Brazilian mutual funds bled BRL 82 billion in the first quarter of 2023

April 19, 2023 by Fund Pro Latin America

Among ANBIMA asset classes, only FIDCs (credit receivables investment funds) and FIPs (private-equity funds) had inflows in the three months.

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Filed Under: Brazil, News and Trends, Private Tagged With: Anbima, asset allocation, AUM, equity, fixed income, flows, fundos, March 2023, Mutual Funds, NNI, perfomance, Portfolio Management, Returns

Brazilian Mutual Fund Manager Net New Investments (NNI) Report – February 2023

March 21, 2023 by LAM Research

Excel workbook detailing net new investments (NNI) of all locally registered Brazilian mutual managers. Includes monthly and year to date NNI data, 30-day % change, month-end assets and market share by managers. Data as of February 28, 2023.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa, Santander Brasil, BRL, BTG Pactual, XP, BW, Credit Suisse, Safra, Opportunity, Funcef, Oliveira Trust, Reag, BNP Paribas, Kinea, Banco Brascan – Brookfield, Verde, Sicredi, Fundacao Cesp, Pátria, Legg Mason, SPX, Votorantim, Vinci Partners, Plural, BNY Mellon, Icatu, Julius Baer, Petros, and others.

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Filed Under: Brazil, Private, Quantitative Analysis Tagged With: Anbima, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, February 2023, flows, funds, inflows, Mutual Funds