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.
BNP Paribas Asset Management seeks to increase its presence in Mexico
June 24, 2022 by
"Mexico is a key market for BNPP AM,” said Paola Zamora, based in Mexico City and recently appointed Customer Relationship Manager for BNP Paribas Asset Management (BNPP AM).
Peruvian AFP Investments in International Mutual Funds – May 2022
June 23, 2022 by
Excel workbook detailing Peruvian AFP allocations to global mutual fund managers, over various time periods. Also included is a breakdown of offshore allocations by asset class, over various time periods. Data as of May 31, 2022.
Companies mentioned in this report: iShares, State Street, Groupama, Allianz, Vontobel, Global Evolution, Schroders, Veritas, PIMCO, Man GLG, JP Morgan, Van Eck, Barings, Comgest, Ninety One, BlueBay, DWS ETF, Robeco, Baillie Gifford, Candriam, Pictet, PineBridge, Janus Henderson, Ashmore, Credicorp Capital, BNP Paribas, Columbia Threadneedle, WisdomTree, Jupiter, Fidelity, GAM, Dimensional, Vanguard, Degroof Petercam, Invesco ETF, UBS, Amundi, KraneShares, Goldman Sachs, Eastspring, Santander, Credit Suisse, Lazard, Morgan Stanley, Neuberger Berman, Aberdeen Standard, Matthews, Portfolio, Nordea, Berenberg, Ossiam, UTI International, DMS IM, Franklin Templeton, AllianceBernstein, Invesco, Legg Mason, DWS, Edmond de Rothschild, Axa, Wellington, BlackRock, AZ Multi Asset, First Trust, Nomura, NN IP, Habitat, Prima, Profuturo, Integra.
SURA starts offshore operations with new office in Miami
June 23, 2022 by
Inversiones SURA’s new office in Miami plans to serve thousands of clients from all over Latin America, said Pablo Matte Ross.
Shrinking AFP industry and local instability boost Chile’s offshore business
June 23, 2022 by
"Our clients want to maintain a balance between local and international investments," said Compass's Juan Cristóbal Figueroa.
Chilean fund industry satisfied with boosted regulation on investment advisors
June 23, 2022 by
The objective, according to Mónica Cavallini, is for advice to be given with greater transparency and in accordance with financial-market standards.
Brazilian funds with cross-border strategies hit with USD 3.8b in 1Q withdrawals
June 22, 2022 by
“This move was expected and totally understandable," says Frederico Monteiro, head of offshore fund management at BB DTVM.
Morgan Stanley adds to Latin American and US Offshore sales team
June 22, 2022 by
Denise Casellas and Jennifer Romero will be responsible for relationship management in Mexico and other markets, focusing on both institutional and intermediary channels.
Brazilian Mutual Funds: Select List of Vehicles Investing in Cross-Border Instruments – May 2022
June 22, 2022 by
Spreadsheet listing Brazilian mutual funds with cross-border strategies, international manager, local sponsor, vehicle type (feeder fund, FOF, fund of ETFs, etc.) as well as amounts invested in each. Data as of May 31, 2022.
Companies mentioned in this report: Aberdeen do Brasil; Absolute; BB Dtvm; BlackRock Brasil; BNP Paribas; Bradesco; BTG Pactual; Claritas; Credit Suisse Hedging Griffo; Dahlia Capital; Dymano; Franklin Templeton; Gama, GEO; GPS; Itaú; JPG, JP Morgan; M Square; Miraband; Mongeral Aegon; NW3; Open Vista Brasil; Opportunity; PIMCO Latin America; Pragma; Safra; Santader Brasil; Schroder Brasil; UBS Consenso; Verde; Vitreo; Votorantim; Western Asset; XP Vista.
Brazilian Mutual Funds: Select List of Cross-Border Feeder Funds – May 2022
June 22, 2022 by
Excel workbook detailing a select list of Brazilian cross-border feeder funds. Workbook lists name of underlying mutual fund and international manager as well as amounts invested in each. Data as of May 31, 2022.
Companies mentioned in this report: Aberdeen Standard, Acadian, Allianz, AQR, Ashmore, Axa, Azimut, BlackRock, BNP Paribas, Bradesco, Bridgewater, BTG Pactual, EdR, Fidelity, Franklin Templeton, Fundsmith, Galloway, GQG Partners, GuardCap, J Safra Sarasin, Janus Henderson, JP Morgan, Jupiter, Lyxor, M&G, Man AHL, MFS ,Mirae, Mobius, Moneda, Mongeral Aegon, Morgan Stanley, Neuberger Berman, Ninety One, Nordea, Oaktree, Pershing Square, Pictet, PIMCO, Principal, Robeco, Santander, Schroders, T. Rowe Price, Vanguard, Wellington, Western Asset.
