BTG Pactual, whose third-party-fund distribution business disintegrated in late 2015 following the departure of key executives, appears to be making another go of it.
With hire of Felipe Cárcamo, BTG Pactual looks to rejoin third-party fund distribution fray
June 12, 2017 by
Sura to abandon Peruvian insurance and mortgage market to further develop AFP and wealth biz
June 12, 2017 by
Seguros Sura Peru will be absorbed by Intercorp’s insurance company Interseguro to make the latter one of the largest Peruvian insurance companies in terms of assets
WisdomTree, via Compass Group, promotes global ETF customized for Mexican Afores
June 12, 2017 by
Constructed in line with the Afores investment regime, this new WisdomTree ETF listed on the SIC of the Mexican Stock Exchange is targeted at the USD 11 billion that Mexican pension funds can still invest under the international equity limit.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2017
June 5, 2017 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2017.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – May 2017
June 5, 2017 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Data as of May 31, 2017.
Companies mentioned in this report: Van Eck; EuroAmerica; Aberdeen; Invesco; Fidelity; Henderson; Franklin Templeton; GAM; JP Morgan; Matthews; Schroders; Baring; BNY Mellon AM; Vontobel; Allianz; Investec; Eastspring; UBS; Deutsche; Tokio Marine; BlackRock; Nordea; Ashmore; Wellington; iShares; F&C; Eurizon; Pictet; Candriam; HSBC; BNP Paribas; State Street; Threadneedle; Julius Baer; Robeco; Dimensional; Pioneer; Vanguard; Natixis; BlueBay; Goldman Sachs; Credit Suisse; AB; Morgan Stanley; Aviva Investors; Nomura; MFS; Security; Man; AQR; Axa; PIMCO; Oaktree; Neuberger Berman; NN IP; Rogge; Muzinich; TIAA-CREF; WisdomTree; Moneda.
Credit Suisse offers gamut of third-party onshore and offshore funds to its Mexican clients
June 5, 2017 by
Credit Suisse Mexico's Nicolas Troillet says he finds the local-fund offering lacking in variety and said the private bank will offer clients both onshore and offshore solutions to meet their diversification needs.
Allfunds platform now includes exchange-traded funds of multiple firms
June 5, 2017 by
Beginning June 1, clients of the AllFunds platform could purchase not just cross-border mutual funds but also ETFs from iShares, Lyxor, Source and Deutsche.
BTG and Itau innovate by opening onshore fund platforms to third parties
June 5, 2017 by
“Almost all funds in the market are now available on our digital platform,” BTG Pactual Digital's Marcelo Flora told Fund Pro Latin America. “For us, offering open architecture is a way to truly put the client first."
De la Maza named head of Latin America for merged Janus-Henderson operation
June 5, 2017 by
Steven de Vries will become head of global financial institutions, while Ignacio de la Maza (photo) will be appointed head of continental Europe wholesale & Latin America.
Chilean AFP x AFP Investments in International Mutual Funds – January 2017
June 2, 2017 by
Excel workbook detailing investments of each Chilean AFP in international mutual funds and international managers. Includes names of all funds as well as amounts invested in each. Data as of January 31, 2017.
Companies mentioned in this report: Alberdeen; Alfred Berg; AllianceBernstein; Allianz; AQR; Ashmore; Aviva Investors; Axa; Banchile; BancoEstado, Bci; BlackRock; BlueBay; BNP Paribas; BNY Mellon AM; Candriam; Credit Suisse; Deutsche; Dimensional; Edmond Rothschild; EuroAmerica; F&C; Fidelitu; Franklin templeton; GAM; Goldman Sachs; Henderson; HSBC; ING; Invesco; Investec; iShares; JP Morgan; Julius baer; LarrainVial; M&G; Man; Matthews Funds; MFS; Morgan Stanley; Natixis; Oppenheimer; Pictet; PIMCO; Pioneer; Robeco; Santander; Schroders; SEB; State Street; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vontobel; WisdomTree; Provida; Cuprum; Capital; Planvital; Modelo; Habitat.
