"There was a lot of very tedious bureaucracy in the past, but now the creation and operation of funds will be much smoother," says Eduardo Flores Herrera (photo) of Mexico's CNBV.
Vibrant, agile Mexican fund industry in sight thanks to streamlined regulations
September 1, 2015 by
League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – July 2015
August 24, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of July 31, 2015.
Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Pactual; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; Old Mutual; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM.
Mexican Mutual Fund Industry Net New Investments (NNI) Report – June 2015
August 21, 2015 by
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 June 30, 2015.
Companies mentioned in this report: Actinver; Banamex; Banorte - Ixe; BBVA Bancomer; Compass; Finacces; GBM; HSB; Inbursa; Interacciones; Intercam; Invex; Mifel; Monex; Multivalores; Nafinsa; Principal; Santander; Scotia; Old Mutual; Sura IM; Franklin Templeton; Valmex; Valores Afirme; Value; Ve por Más; Vector.
Fóndika AUMs grow 16.2% with purchase of Zurich platform
August 6, 2015 by
While Fóndika currently distributes the local and international funds of 10 managers, CEO Juan Carlos Pelayo noted that new regulations will allow the platform to commercialize any publicly offered Mexican funds it finds interesting.
Argentine Mutual Fund Industry Net New Investments (NNI) Report – June 2015
July 28, 2015 by
Excel workbook detailing net new investments (NNI) of all locally registered Argentine 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 June 30, 2015.
Companies mentioned in this report: Adm. Tit y Val.; Allaria Ledesma; Arpenta; Axis; Balanz; Bayfe; Frances ADM. de Inv.; BNP Paribas; bST; Cima; CMA; Cohen; Consultatio; Convexity; Facimex; BACS; Fondcapital; Gainvest; Galicia; Galileo; GPS Inestments; Gte de Fondos; HSBC; Itaú; Macro; Mariva; MBA; Megainver; Patagonia; Pellegrini; Proahorro; Provincia;RJ Delta; Sancor Seguros; Santader Río; SBS; Schroders; Southern Trust; Standard Bank; Supervielle.
Chilean Mutual Fund Industry Net New Investments (NNI) Report – June 2015
July 28, 2015 by
Excel workbook detailing net new investments (NNI) of all locally registered Chilean 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 June 30, 2015.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Santander; Scotia; Security; Sura; Zurich.
Chilean Mutual Fund Industry Statistics – June 2015
July 27, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2015.
Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; Cruz del Sur; EuroAmerica; IM Trust; Itaú; LarrainVial; Nevasa HMC; Penta; Principal; Satander; Scotia; Security; Sura; Zurich
Peruvian Mutual Fund Industry Statistics – June 2015
July 27, 2015 by
Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of June 30, 2015.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; NCF; Promoinvest; Scotia Perú; Sura.
Peruvian Mutual Fund Industry Net New Investments (NNI) Report – June 2015
July 24, 2015 by
Excel workbook detailing net new investments (NNI) of all locally registered Peruvian 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 June 30, 2015.
Companies mentioned in this report: BBVA Fondos Continental; Credifondo; Interfondo; Divisos Fondos; Promoinvest; Scotia Perú; Sura.
League Table – Assets Gathered by Cross-Border Fund Managers & ETF Sponsors – Chilean AGF Market – June 2015
July 14, 2015 by
Excel workbook detailing assets gathered by cross-border fund managers and ETF sponsors in the Chilean mutual funds market. Also includes monthly inflows / outflows and market share. Data as of June 30, 2015.
Companies mentioned in this report: Santander; Principal; Banchile; LarrainVial; BCI; Bice; Sura; Security; Cruz del Sur; CorpBanca; Pactual; Euroamerica; Zurich; Penta; Scotia Ch; Itaú; BBVA; Aberdeen; AllianceBernstein; Allianz; Amundi; Ashmore; Aviva Investor; Axa; Baring; Baron; Bestinver; BlackRock; BNP Paribas; BNY Mellon AM; Bradesco; Brown Advisory; BTG Pactual; Carmignac; Claymore; Credit Suisse; Deutsche; Dexia; Direxion Shares; East Capital; Edmond de Rothschild; EGShares; ETF Securities; F&C; Fidelity; First State Investments; First Trust; Franklin Templeton; GAM; Global X; Goldman Sachs; Guggenheim; Henderson; HSBC; IndexIQ; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; La Française AM; Legg Mason; Lombard Odier; Old Mutual; M&G; Manulife; Matthews; MFS; Morgan Stanley; Muzinich; Natixis; Neuberger Berman; NEVASA HMC; Nomura; Nordea; Pictet; PIMCO; PineBridge; Pioneer; PowerShares; Proshares; Raiffeisen; REYL; Robeco; Schwab; SEI; State Street; T. Rowe Price; Threadneedle; TIAA-CREF; Traditional Funds; United States Commodity Fund; Van Eck; Vanguard; Vontobel; WisdomTree; Yacktman AM.
