Monje is one of the first hires following Fidelity's touchdown in Santiago, from where it will be seeking to widen the scope of its institutional business in the region.
Fidelity shifts executive from Brazil to Chile, looks to grow in Andean region
Pablo Anabitarte (photo) said Fidelity will continue to work with Econsult in Chile and Peru, while the rest of the region will be served directly by Fidelity from the Santiago office, possibly with local partnerships in some countries.
As assets swell, global managers may reconsider Chilean distribution strategies
After reaching a certain level of sales, some foreign firms have recognized the need to formalize their local presence. But many still remain faithful to multi-brand distribution. This article takes a fresh look at the pros and cons of the schemes currently in place in Chile.
League Table – Assets Gathered by Cross-Border Fund Managers – Latin American Institutional Market – June 2013
Includes assets gathered by cross-border fund managers in the following markets: Chilean pension funds (AFPs), mutual funds (AGFs) and life insurers, Colombian pension funds (AFPs), Mexican pension funds (Afores) and mutual funds (OFIs) and Peruvian pension funds (AFPs). Period: Six months ending June 30, 2013.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – October 2013
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending October 31, 2013.