Grupo Santander announced the creation of a new holding company, composed of Santander, Warburg Pincus and General Atlantic. Under the terms of the agreement, Warburg Pincus and General Atlantic will jointly control 50% of the holding company. Banco Santander Chile will distribute the products of the fund manager for a period of 20 years.
Performance Report – Chilean AFP Investments in Cross-Border Funds and ETFs – November 2013
December 9, 2013 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Chilean AFP. Period ending November 30, 2013.
Ranking of Brazilian Mutual Fund Managers – October 2013
November 25, 2013 by
This workbook details AUM growth of Brazilian mutual fund managers over each of the last six months, over the last three, six and 12 months, and annually over the last five years. Period ending October 31, 2013.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2013
November 22, 2013 by
Excel workbook detailing Mexican mutual fund allocations to global fund managers. Includes names of all funds as well as amounts invested in each. Also included is a breakdown of offshore allocations by asset class. Data as of October 31, 2013.
Ranking of Brazilian Mutual Fund Managers – September 2013
October 24, 2013 by
This workbook details AUM growth of Brazilian mutual fund managers over each of the last six months, over the last three, six and 12 months, and annually over the last five years. Period ending September 30, 2013.
Brazilian Mutual Fund Sector Asset under Management over Last 1, 3, 6, and 12 Months – August 2013
September 24, 2013 by
Chart comparing mutual fund sector asset growth over the last 1, 3, 6 and 12 months. Period ending July 31, 2013.
USD2 billion pension portfolio in Latam whets appetite of Itaú AGF
May 23, 2012 by
The local manager of the Brazilian group has just registered a mutual fund with the Risk Rating Commission and hopes to attract investments from pension funds.
Itaú will not be the only AGF with ETFs based on the IPSA or IGPA indexes
May 2, 2012 by
The exclusive agreement with the Santiago Stock Exchange relates to commercial use of the brands but does not limit their replication by other managers.
Foreign managers do not fear competition from local mutual funds
February 1, 2012 by
The Pensions Superintendency established procedures for accounting for shares which allow AFPs to use local mutual funds to invest offshore.
Still unclear how the Afores will invest in mutual funds
January 17, 2012 by
Despite the new memorandum issued by the Consar, Afores and fund managers are still not sure how mutual funds can be included in investment portfolios. Investments will not be allowed in local funds, only international.
