Brazilian Mutual Fund Managers Industry Statistics – October 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of October 31, 2019.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

This content is reserved for our licensees.

Register

Already a member? Log in here

Latin American Pension Fund Investments in Cross-Border Securities – June 2019

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2014 through 2018, and as of June 30, 2019.

This content is reserved for our licensees.

Register

Already a member? Log in here

Colombian Mutual Fund Managers Industry Statistics – June 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of June 30, 2019.

Companies mentioned in this report: Bancolombia; Alianza; Bogotá; Valores Bancolombia; Credicorp Capital; Corredores Davivienda; Corficolombiana; Davivienda; Occidente; BBVA; La Previsora; CitiValores; BTG Pactual; Ultraserfinco; Compañía de Profesionales de Bolsa; Helm; Acción; Fiduagraria; Colpatria; Popular; Old Mutual; SEAF Colombia; Casa de Bolsa; Servitrust GNB Sudameris; Alianza Valores; Colmena; ADCAP; Central; Global Securities; Fiducoldex; Progresion; Gestión; Helm; Acciones y Valores; Seguridad; País; Servivalores; GNB Sudameris; Asesoría e Inversiones; Compass Group; AFIN; Old Mutual; LarrainVial.

This content is reserved for our licensees.

Register

Already a member? Log in here

Colombian AFP Pension Fund Industry Statistics – June 2019

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Colombian AFP pension funds. Data as of June 30, 2019.

Companies mentioned in this report: AFP Protección; AFP Porvenir; AFP Colfondos; AFP Old Mutual.

This content is reserved for our licensees.

Register

Already a member? Log in here

Brazilian Mutual Fund Managers Industry Statistics – July 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by managers. Data as of July 31, 2019.

Companies mentioned in this report: Banco do Brasil, Itaú Unibanco, Bradesco, Caixa Econômica Federal, Santander Brasil, BTG Pactual, Credit Suisse, J Safra Asset Mgt., Votorantim, Legg Mason, BNY Mellon Asset Mgt., Funcef, JP Morgan, BNP Paribas, Fundacao Cesp, Citigroup, Vinci Partners, Opportunity, Sul America Investimentos, Intrag, BRL Trust, Quantitas, Real Grandeza, Morgan Stanley, BW, GPS - CFO, JGP, Icatu, SPX, Gávea, Fundacao Sistel, Porto Seguro, Pátria, Pessoas fisicas Fundacao, Integral Investimentos, GAP Prudential, Banrisul, Plural Capital, Vale do Rio Doce Fundacao, Fapes Fundacao, Mapfre, Riviera, Oliveira Trust, Alfa, Brasilprev Seguros, Pragma, BNB, Dynamo, Kinea, and others.

This content is reserved for our licensees.

Register

Already a member? Log in here

Colombian AFPs dive back into equities in June

The AFPs finished June with USD 17.2 billion invested in cross-border funds and ETFs, almost all of which was in equity-oriented products.

Latin American Pension Fund Investments in Cross-Border Securities – August 2019

Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2014 through 2018, and as of August 31, 2019.

This content is reserved for our licensees.

Register

Already a member? Log in here

Mexican Mutual Fund Industry Net New Investments (NNI) Report – September 2019

Excel workbook detailing net new investments (NNI) of all locally registered Mexican mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of September 30, 2019.

Companies mentioned in this report: Compass; Sura IM; CI Fondos; Templeton; BNP Paribas; Mifel; Valores Afirme; Principal; Value; Finacces; Multivalores; Invex; Old Mutual; Intercam; Nafinsa; HSBC; Inbursa; Vector; Valmex; GBM; Monex; Actinver; Interacciones; Scotia; Banorte – Ixe; BBVA Bancomer; Santander; BlackRock; Azimut; BTG Pactual.

This content is reserved for our licensees.

Register

Already a member? Log in here

Mexican Mutual Fund Industry Statistics – September 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2019.

Companies mentioned in this report: BLackRock; BBVA Bancomer; BTG Pactual; Santander; Banorte – Ixe; Inbursa; Actinver; Azmut; Scotia Inverlat; HSBC; GBM; Nafinsa; Interacciones; Sura; Valmex; Vector; Invex; Value; Principal; Monex; Compass; Intercam; Skandia; Finaccess; Mifel; Multivalores; Valores Afirme; CI Fondos; Franklin Templeton; Invercap.

This content is reserved for our licensees.

Register

Already a member? Log in here

Chilean Mutual Fund Industry Statistics – September 2019

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of September 30, 2019.

Companies mentioned in this report: Banchile; BancoEstado; Banco Internacional; BBVA; Bci; Bice; BTG Pactual; Credicorp; Compass; EuroAmerica; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Zurich.

This content is reserved for our licensees.

Register

Already a member? Log in here