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

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

September 4, 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 July 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, July 2023, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – July 2023

September 4, 2023 by LAM Research

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

Mutual funds gathered BRL 14.7 billion in July

August 16, 2023 by Fund Pro Latin America

Fixed-income funds lead with inflows of BRL 12.6 billion in the month.

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

Mutual funds see outflows for seventh month in a row with BRL 58.4 billion lost in June

July 25, 2023 by Fund Pro Latin America

High-income retail sector led redemptions with BRL 18.6 billion.

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

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

July 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 June 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, Asset Managers, Brasil, Brazil, Brazilian Mutual Fund Manager Net New Investments (NNI) Report, flows, funds, inflows, June 2023, Mutual Funds

Brazilian Mutual Fund Managers Industry Statistics – June 2023

July 21, 2023 by LAM Research

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 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, Asset Managers, Aums, Brasil, Brazil, Brazilian Mutual Fund Managers Industry Statistics, fundos, June 2023

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