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.
Holdings Report – Mexican Mutual Fund Manager (OFI) Investment in Cross-Border Mutual Funds and ETFs – October 2013
Ranking of Brazilian Mutual Fund Managers – September 2013
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
Chart comparing mutual fund sector asset growth over the last 1, 3, 6 and 12 months. Period ending July 31, 2013.
Mexican Mutual Fund Investments in International Funds – June 2013
Excel workbook detailing Mexican mutual fund allocations to global fund managers, over various time periods. 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 June 30, 2013.
Chilean Mutual Fund Investments in International Funds – June 2013
Excel workbook detailing Chilean 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 and regional investment focus. Data as of June 30, 2013.
Celfin joins Threadneedle and goes for another manager
The move consolidates their foreign manager platform which also includes Henderson, Aberdeen, Credit Suisse and Barings.
Itaú will not be the only AGF with ETFs based on the IPSA or IGPA indexes
The exclusive agreement with the Santiago Stock Exchange relates to commercial use of the brands but does not limit their replication by other managers.
AFPs diversify their choice of ETF issuers
Although iShares continue to dominate the segment, in the last two years very strong competition has appeared along the way.
Compass Group to take over distribution of UBS for the region
Chilean and Peruvian pension funds currently hold investments in funds of this global asset manager.
Two new domiciles to enter CCR listing
AFPs will soon have funds domiciled in 11 different markets.