XP sees a future for quantitative investing in Brazil, where systematic/quantitative strategies represent less than 2% of total AUM.
BTG Pactual scoops up Universa for USD 132 million
May 31, 2021 by
Universa Group is a diverse firm controlling Empiricus Research, Vitreo Holding, Money Times and Seu Dinheiro.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – April 2021
May 13, 2021 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of April 30, 2021.
Companies mentioned in this report: Compass Group, LarrainVial, BlackRock, Schroders, Credicorp Capital, JPMorgan, DWS, Volcom Capital, XLC, Vanguard, HMC Capital, Bice, Picton, Falcom AM, BNP Paribas, Amundi, Swiss Advisors, PineBridge, LAAMA, Capital Advisors, Fidelity, Credit Suisse, Altis, Moneda Asset Mgt., Link, EFG, NN IP, Franklin Templeton, Security, Bci, Vision, BTG Pactual, Singular, Santander, Ameris Capital, Banchile, Misti Capital, Unicorn, AZ Andes, Itaú, Zurich.
Matthews Asia turns over Latin American institutional distribution to Picton
May 3, 2021 by
Matthews had previously been using HMC Capital as its Andean distributor, but moved to Picton after a thorough partner search.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – March 2021
April 15, 2021 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of March 31, 2021.
Companies mentioned in this report: Compass Group, LarrainVial, BlackRock, Schroders, Credicorp Capital, JPMorgan, DWS, Volcom Capital, XLC, Vanguard, HMC Capital, Bice, Picton, Falcom AM, BNP Paribas, Amundi, Swiss Advisors, PineBridge, LAAMA, Capital Advisors, Fidelity, Credit Suisse, Altis, Moneda Asset Mgt., Link, EFG, NN IP, Franklin Templeton, Security, Bci, Vision, BTG Pactual, Singular, Santander, Ameris Capital, Banchile, Misti Capital, Unicorn, AZ Andes, Itaú, Zurich.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – February 2021
April 15, 2021 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of February 28, 2021.
Companies mentioned in this report: Compass Group, LarrainVial, BlackRock, Schroders, Credicorp Capital, JPMorgan, DWS, Volcom Capital, XLC, Vanguard, HMC Capital, Bice, Picton, Falcom AM, BNP Paribas, Amundi, Swiss Advisors, PineBridge, LAAMA, Capital Advisors, Fidelity, Credit Suisse, Altis, Moneda Asset Mgt., Link, EFG, NN IP, Franklin Templeton, Security, Bci, Vision, BTG Pactual, Singular, Santander, Ameris Capital, Banchile, Misti Capital, Unicorn, AZ Andes, Itaú, Zurich.
Exclusive: Franklin Templeton ends Andean distribution partnership with Vision
March 31, 2021 by
Arturo Alegria said Vision maintains relationships with AllianceBernstein and Altment Capital, in addition to the alternatives boutiques Cheyne and Lansdowne.
Brazilian cross-border fund industry reaches USD 15 billion AUM in 2020
March 1, 2021 by
The fall in the Selic rate, depreciation of the Real and the good performance of the global markets have led to a stampede in international diversification, said Itau's Pedro Barbosa.
Creuza Advisors sets sights on growth in 2021 despite AFP uncertainties
February 24, 2021 by
Lima-based Creuza plans to add US Equity, EM Equity, EM Debt, US Real Estate and Global PE funds to its offering, says Nicolás Lasarte, who manages the institutional business.
League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – January 2021
February 23, 2021 by
This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of January 31, 2021.
Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.
